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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$458K -$551 -9 -0.1%
M&T Bank
102
M&T Bank
New York
$443K
MML Investors Services
103
MML Investors Services
Massachusetts
$440K +$71.7K +1,171 +19%
MFP
104
Meridian Financial Partners
Virginia
$434K +$6.13K +100 +1%
MCA
105
Maryland Capital Advisors
Maryland
$432K -$19K -311 -4%
CAL
106
Capital Analysts LLC
Pennsylvania
$429K +$116K +1,900 +37%
LNWTC
107
Laird Norton Wetherby Trust Company
Washington
$425K
SAM
108
SignalPoint Asset Management
Missouri
$421K -$1.35K -22 -0.3%
DOA
109
D'Orazio & Associates
Virginia
$417K +$6.86K +112 +2%
VCM
110
Viewpoint Capital Management
Washington
$394K
SF
111
Summit Financial
New Jersey
$375K +$2.88K +47 +0.8%
THL
112
Tillman Hartley LLC
Colorado
$372K -$8.09K -132 -2%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$370K -$9.74K -159 -3%
JIC
114
Joel Isaacson & Co
New York
$339K
CA
115
Claro Advisors
Massachusetts
$338K +$108K +1,769 +47%
CPIG
116
Chicago Partners Investment Group
Illinois
$332K +$327K +5,345 New
ASN
117
Advisory Services Network
Georgia
$318K
TWM
118
Tradition Wealth Management
Minnesota
$314K +$5.88K +96 +2%
MIAS
119
Mason Investment Advisory Services
Virginia
$292K +$3K +49 +1%
BFG
120
Berger Financial Group
Minnesota
$291K
BFG
121
Beacon Financial Group
Texas
$288K -$4.84K -79 -2%
AWM
122
Avior Wealth Management
Nebraska
$288K +$289K +4,725 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$285K -$13K -213 -4%
PO
124
Private Ocean
California
$277K +$490 +8 +0.2%
Mariner
125
Mariner
Kansas
$275K +$277K +4,518 New