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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
101
OneAscent Financial Services
Alabama
$358K +$15.7K +270 +4%
DOA
102
D'Orazio & Associates
Virginia
$343K -$595K -10,223 -61%
SF
103
Summit Financial
New Jersey
$335K +$70.7K +1,215 +23%
MFP
104
Meridian Financial Partners
Virginia
$334K +$12.9K +221 +3%
VCM
105
Viewpoint Capital Management
Washington
$333K
CAN
106
Cetera Advisor Networks
California
$328K -$96.2K -1,653 -21%
JIC
107
Joel Isaacson & Co
New York
$304K
MWM
108
Modera Wealth Management
New Jersey
$299K -$105K -1,802 -24%
ASN
109
Advisory Services Network
Georgia
$293K
CAL
110
Capital Analysts LLC
Pennsylvania
$291K +$139K +2,393 +73%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$285K +$209K +3,589 +184%
CRWM
112
Castle Rock Wealth Management
California
$282K -$44.8K -770 -12%
Mariner
113
Mariner
Kansas
$279K +$316K +5,419 New
CPO
114
Cerity Partners OCIO
New York
$277K -$115K -1,977 -27%
TWM
115
Tradition Wealth Management
Minnesota
$260K
BFG
116
Beacon Financial Group
Texas
$257K -$2.99M -51,400 -91%
5L
117
55I LLC
Massachusetts
$257K +$89K +1,529 +44%
GW
118
GW & Wade
Massachusetts
$255K -$73.7K -1,265 -20%
PO
119
Private Ocean
California
$253K
BAM
120
Belpointe Asset Management
Nevada
$249K +$2.1K +36 +0.8%
BFG
121
Berger Financial Group
Minnesota
$245K -$65.7K -1,128 -19%
MIAS
122
Mason Investment Advisory Services
Virginia
$231K +$2.85K +49 +1%
DY
123
Dowling & Yahnke
California
$231K
MG
124
Mather Group
Illinois
$228K +$258K +4,427 New
William Blair & Company
125
William Blair & Company
Illinois
$227K +$257K +4,420 New