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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$431K +$5.68K +95 +1%
Mariner
102
Mariner
Kansas
$427K +$77.9K +1,302 +21%
CAL
103
Capital Analysts LLC
Pennsylvania
$423K -$4.9K -82 -1%
SAM
104
SignalPoint Asset Management
Missouri
$412K -$394K -6,585 -48%
CAN
105
Cetera Advisor Networks
California
$411K -$34.7K -580 -8%
MWM
106
Maripau Wealth Management
Indiana
$410K +$45.8K +765 +12%
DOA
107
D'Orazio & Associates
Virginia
$404K +$3.29K +55 +0.8%
LNWTC
108
Laird Norton Wetherby Trust Company
Washington
$390K
VCM
109
Viewpoint Capital Management
Washington
$372K
MCA
110
Maryland Capital Advisors
Maryland
$365K -$4.84K -81 -1%
CA
111
Claro Advisors
Massachusetts
$356K +$7.12K +119 +2%
IWP
112
IAG Wealth Partners
Wisconsin
$346K -$28.4K -474 -7%
THL
113
Tillman Hartley LLC
Colorado
$344K -$1.68K -28 -0.5%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$330K +$343K +5,741 New
PAS
115
Park Avenue Securities
New York
$320K +$333K +5,572 New
Invesco
116
Invesco
Georgia
$320K +$5.56K +93 +2%
JIC
117
Joel Isaacson & Co
New York
$319K
MFP
118
Meridian Financial Partners
Virginia
$317K
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$298K -$1.02K -17 -0.3%
CTWM
120
Cherry Tree Wealth Management
Minnesota
$297K -$33.9K -566 -10%
CPIG
121
Chicago Partners Investment Group
Illinois
$293K +$419 +7 +0.1%
AWM
122
Avior Wealth Management
Nebraska
$292K +$20.5K +342 +7%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$284K -$68.2K -1,140 -19%
MIAS
124
Mason Investment Advisory Services
Virginia
$282K +$1.61K +27 +0.6%
TWM
125
Tradition Wealth Management
Minnesota
$282K +$60 +1 +0%