We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$441K -$6.59K -108 -1%
DOA
102
D'Orazio & Associates
Virginia
$415K +$8.48K +139 +2%
SAM
103
SignalPoint Asset Management
Missouri
$408K +$418K +6,848 +99%
LNWTC
104
Laird Norton Wetherby Trust Company
Washington
$403K -$12.2K -200 -3%
IWP
105
IAG Wealth Partners
Wisconsin
$386K -$158K -2,583 -28%
VCM
106
Viewpoint Capital Management
Washington
$385K
MCA
107
Maryland Capital Advisors
Maryland
$383K -$39.7K -651 -9%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$381K -$250K -4,094 -39%
MWM
109
Maripau Wealth Management
Indiana
$378K +$388K +6,363 New
Mariner
110
Mariner
Kansas
$364K +$98K +1,607 +36%
MWM
111
Marietta Wealth Management
Georgia
$364K -$7.12M -116,696 -95%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$361K -$783K -12,830 -68%
CA
113
Claro Advisors
Massachusetts
$361K +$32.2K +527 +10%
THL
114
Tillman Hartley LLC
Colorado
$358K -$5.43K -89 -1%
MFP
115
Meridian Financial Partners
Virginia
$353K -$76.1K -1,247 -18%
CTWM
116
Cherry Tree Wealth Management
Minnesota
$341K +$350K +5,735 New
JIC
117
Joel Isaacson & Co
New York
$330K
Invesco
118
Invesco
Georgia
$325K +$70.3K +1,152 +27%
CPIG
119
Chicago Partners Investment Group
Illinois
$323K +$244 +4 +0.1%
ASN
120
Advisory Services Network
Georgia
$311K
WSTAM
121
Wilbanks Smith & Thomas Asset Management
Virginia
$310K -$52.3K -858 -14%
MLA
122
My Legacy Advisors
Oregon
$303K +$37.1K +608 +14%
TWM
123
Tradition Wealth Management
Minnesota
$292K -$15.2K -249 -5%
MIAS
124
Mason Investment Advisory Services
Virginia
$290K +$6.04K +99 +2%
BFG
125
Berger Financial Group
Minnesota
$284K