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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$445K -$6.58K -103 -1%
CPO
102
Cerity Partners OCIO
New York
$429K +$3.52K +55 +0.8%
BEAM
103
Baker Ellis Asset Management
Washington
$426K
EFS
104
Essex Financial Services
Connecticut
$418K
LNWTC
105
Laird Norton Wetherby Trust Company
Washington
$407K
EH
106
Equitable Holdings
New York
$398K +$9.39K +147 +2%
OFS
107
OneAscent Financial Services
Alabama
$390K +$427K +6,682 New
MFP
108
Meridian Financial Partners
Virginia
$384K +$99.6K +1,558 +32%
SAM
109
SignalPoint Asset Management
Missouri
$381K +$8.56K +134 +2%
VCM
110
Viewpoint Capital Management
Washington
$378K
WW
111
Waterfront Wealth
Kansas
$366K +$401K +6,275 New
CRWM
112
Castle Rock Wealth Management
California
$365K -$102K -1,600 -20%
GW
113
GW & Wade
Massachusetts
$363K -$45.1K -706 -10%
Cerity Partners
114
Cerity Partners
New York
$354K +$387K +6,051 New
JIC
115
Joel Isaacson & Co
New York
$345K
BFG
116
Berger Financial Group
Minnesota
$344K
ASN
117
Advisory Services Network
Georgia
$333K -$10.8K -169 -3%
SF
118
Summit Financial
New Jersey
$309K +$5.5K +86 +2%
TWM
119
Tradition Wealth Management
Minnesota
$295K -$2.68K -42 -0.8%
CCM
120
Coldstream Capital Management
Washington
$295K
PO
121
Private Ocean
California
$288K
BAM
122
Belpointe Asset Management
Nevada
$280K -$64 -1 -0%
MML Investors Services
123
MML Investors Services
Massachusetts
$275K -$401K -6,271 -57%
Invesco
124
Invesco
Georgia
$262K -$8.31K -130 -3%
DY
125
Dowling & Yahnke
California
$262K