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WisdomTree International SmallCap Dividend Fund

195 hedge funds and large institutions have $324M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 184195 (+11)

1.21% more ownership

Funds ownership: 35.06%36.27% (+1.2%)

8% less capital invested

Capital invested by funds: $354M → $324M (-$29.9M)

30% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 74

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$682K -$31.1K -478 -4%
JP Morgan Chase
77
JP Morgan Chase
New York
$681K +$53.8K +827 +8%
IA
78
Insight Advisors
Pennsylvania
$669K -$207K -3,180 -23%
LAMC
79
Longview Asset Management (California)
California
$631K +$652K +10,023 New
SEIA
80
Signature Estate & Investment Advisors
California
$630K -$517K -7,940 -44%
AAS
81
Avantax Advisory Services
Texas
$601K +$184K +2,833 +42%
CAL
82
Capital Analysts LLC
Pennsylvania
$587K -$30.7K -471 -5%
SS
83
Sound Stewardship
Kansas
$557K +$5.08K +78 +0.9%
CCM
84
Carlson Capital Management
Minnesota
$555K -$781 -12 -0.1%
S
85
SimplyRich
California
$494K
CFA
86
Cahill Financial Advisors
Minnesota
$493K +$12K +184 +2%
AWM
87
AllSquare Wealth Management
New York
$477K
ASN
88
Advisory Services Network
Georgia
$448K -$8.85K -136 -2%
SA
89
Sanctuary Advisors
Indiana
$444K -$45K -691 -9%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$439K -$18K -277 -4%
CP
91
Camelot Portfolios
Ohio
$435K -$18K -276 -4%
THL
92
Tillman Hartley LLC
Colorado
$421K +$52.5K +807 +14%
VCM
93
Viewpoint Capital Management
Washington
$407K
BFG
94
Bleakley Financial Group
New Jersey
$404K
IWM
95
IHT Wealth Management
Illinois
$394K +$99.6K +1,531 +32%
Stifel Financial
96
Stifel Financial
Missouri
$390K -$10.1K -155 -2%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$384K -$15.9K -244 -4%
QPWM
98
Quadrant Private Wealth Management
Pennsylvania
$383K +$10.9K +167 +3%
SAM
99
SignalPoint Asset Management
Missouri
$381K -$54.7K -841 -12%
Ameriprise
100
Ameriprise
Minnesota
$364K +$14.4K +221 +4%