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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
SignalPoint Asset Management
Missouri
$507K +$20.7K +293 +4%
LNWTC
102
Laird Norton Wetherby Trust Company
Washington
$496K
FLI
103
Family Legacy Inc
South Carolina
$464K +$26K +368 +6%
IA
104
Insight Advisors
Pennsylvania
$457K +$106K +1,496 +32%
PO
105
Private Ocean
California
$450K +$441K +6,237 New
JIC
106
Joel Isaacson & Co
New York
$436K
BFG
107
Berger Financial Group
Minnesota
$428K
TWA
108
TCI Wealth Advisors
Arizona
$404K
BOS
109
Bingham Osborn & Scarborough
California
$400K
TWM
110
Tradition Wealth Management
Minnesota
$384K +$12.8K +181 +4%
BAM
111
Belpointe Asset Management
Nevada
$382K -$223K -3,147 -37%
VFA
112
Voya Financial Advisors
Connecticut
$373K +$13.3K +188 +4%
RA
113
RFG Advisory
Alabama
$368K +$19.5K +276 +6%
US Bancorp
114
US Bancorp
Minnesota
$363K +$8.91K +126 +3%
WS
115
Wedbush Securities
California
$354K +$347K +4,900 New
ASN
116
Advisory Services Network
Georgia
$344K -$112K -1,589 -25%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$343K -$12.7K -179 -4%
MG
118
Mather Group
Illinois
$339K
DY
119
Dowling & Yahnke
California
$325K
SF
120
Summit Financial
New Jersey
$321K +$72.6K +1,026 +30%
HighTower Advisors
121
HighTower Advisors
Illinois
$321K +$314K +4,442 New
Northern Trust
122
Northern Trust
Illinois
$310K
CA
123
Calton & Associates
Florida
$307K +$38K +537 +14%
MIAS
124
Mason Investment Advisory Services
Virginia
$303K +$920 +13 +0.3%
MAM
125
Meeder Asset Management
Ohio
$297K +$778 +11 +0.3%