We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$689K -$533K -8,049 -45%
CAL
77
Capital Analysts LLC
Pennsylvania
$677K -$6.49K -98 -1%
CCM
78
Carlson Capital Management
Minnesota
$610K -$120K -1,813 -17%
SS
79
Sound Stewardship
Kansas
$605K -$18.1K -273 -3%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$575K -$49.6K -749 -8%
WANY
81
Wealthspire Advisors (New York)
New York
$551K +$529K +7,981 New
S
82
SimplyRich
California
$542K +$2.85K +43 +0.6%
CFA
83
Cahill Financial Advisors
Minnesota
$528K +$7.29K +110 +1%
AWM
84
AllSquare Wealth Management
New York
$523K -$12.5K -189 -2%
DOA
85
D'Orazio & Associates
Virginia
$501K +$3.51K +53 +0.7%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$500K -$78.5K -1,185 -14%
CP
87
Camelot Portfolios
Ohio
$496K -$106K -1,600 -18%
SA
88
Sanctuary Advisors
Indiana
$484K -$254K -3,827 -34%
Comerica Bank
89
Comerica Bank
Texas
$483K +$8.55K +129 +2%
SAM
90
SignalPoint Asset Management
Missouri
$475K -$14.4K -217 -3%
AAS
91
Avantax Advisory Services
Texas
$463K +$10.9K +165 +3%
ASN
92
Advisory Services Network
Georgia
$460K
Cerity Partners
93
Cerity Partners
New York
$450K -$19.7K -298 -4%
VCM
94
Viewpoint Capital Management
Washington
$446K
BFG
95
Bleakley Financial Group
New Jersey
$443K
Stifel Financial
96
Stifel Financial
Missouri
$439K -$10.3K -155 -2%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$438K -$99K -1,494 -19%
PAG
98
Private Advisor Group
New Jersey
$427K -$2.64M -39,879 -87%
WN
99
Williams & Novak
California
$412K -$45.5K -686 -10%
QPWM
100
Quadrant Private Wealth Management
Pennsylvania
$409K +$131K +1,978 +50%