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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$571K -$13.8K -188 -2%
WANY
102
Wealthspire Advisors (New York)
New York
$569K +$295 +4 +0.1%
CRWM
103
Castle Rock Wealth Management
California
$560K -$47.9K -650 -8%
MMA
104
Miracle Mile Advisors
California
$547K -$9.72K -132 -2%
EFS
105
Essex Financial Services
Connecticut
$527K
LNWTC
106
Laird Norton Wetherby Trust Company
Washington
$514K
GW
107
GW & Wade
Massachusetts
$510K +$368 +5 +0.1%
VCM
108
Viewpoint Capital Management
Washington
$477K +$476K +6,471 New
BFG
109
Berger Financial Group
Minnesota
$470K -$15.8K -215 -3%
SAM
110
SignalPoint Asset Management
Missouri
$451K -$6.33K -86 -1%
JIC
111
Joel Isaacson & Co
New York
$435K
SF
112
Summit Financial
New Jersey
$420K +$57.1K +775 +16%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$413K +$40.9K +555 +11%
WPA
114
Winning Points Advisors
Florida
$405K +$458K +6,216 New
ASN
115
Advisory Services Network
Georgia
$400K
TWM
116
Tradition Wealth Management
Minnesota
$378K
BAM
117
Belpointe Asset Management
Nevada
$378K +$74 +1 +0%
RIM
118
Rockbridge Investment Management
New York
$376K +$376K +5,107 New
Invesco
119
Invesco
Georgia
$375K -$46K -625 -11%
CCM
120
Coldstream Capital Management
Washington
$373K +$104K +1,415 +39%
US Bancorp
121
US Bancorp
Minnesota
$365K -$62.3K -846 -15%
PO
122
Private Ocean
California
$363K -$90.4K -1,228 -20%
MFP
123
Meridian Financial Partners
Virginia
$354K +$19.2K +261 +6%
WS
124
Wedbush Securities
California
$331K -$29.5K -400 -8%
DY
125
Dowling & Yahnke
California
$331K