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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GW
101
GW & Wade
Massachusetts
$513K +$228 +3 +0%
BFG
102
Berger Financial Group
Minnesota
$490K +$50.7K +666 +11%
HighTower Advisors
103
HighTower Advisors
Illinois
$490K +$106K +1,397 +27%
SAM
104
SignalPoint Asset Management
Missouri
$461K -$35.4K -465 -7%
PO
105
Private Ocean
California
$457K
JIC
106
Joel Isaacson & Co
New York
$438K
Renaissance Technologies
107
Renaissance Technologies
New York
$438K +$449K +5,900 New
US Bancorp
108
US Bancorp
Minnesota
$431K -$55.7K -731 -11%
Invesco
109
Invesco
Georgia
$425K -$53.1K -697 -11%
BOS
110
Bingham Osborn & Scarborough
California
$412K
ASN
111
Advisory Services Network
Georgia
$403K -$8.07K -106 -2%
BAM
112
Belpointe Asset Management
Nevada
$382K -$21.9K -287 -5%
TWM
113
Tradition Wealth Management
Minnesota
$381K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$376K +$90.8K +1,192 +31%
SF
115
Summit Financial
New Jersey
$365K +$1.45K +19 +0.4%
WS
116
Wedbush Securities
California
$364K
MAM
117
Meeder Asset Management
Ohio
$352K +$10.4K +136 +3%
MFP
118
Meridian Financial Partners
Virginia
$345K -$1.45K -19 -0.4%
DY
119
Dowling & Yahnke
California
$334K
MG
120
Mather Group
Illinois
$329K
Northern Trust
121
Northern Trust
Illinois
$319K -$722K -9,480 -69%
CA
122
Calton & Associates
Florida
$318K -$27.9K -367 -8%
MIAS
123
Mason Investment Advisory Services
Virginia
$318K +$2.13K +28 +0.7%
EVM
124
Eaton Vance Management
Massachusetts
$297K
SWM
125
Selective Wealth Management
Virginia
$294K +$1.68K +22 +0.6%