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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AllSquare Wealth Management
New York
$502K
CAL
102
Capital Analysts LLC
Pennsylvania
$497K +$25.2K +431 +6%
Comerica Bank
103
Comerica Bank
Texas
$473K -$30.7K -524 -7%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$469K -$16.3K -279 -4%
CFA
105
Cahill Financial Advisors
Minnesota
$463K -$15K -257 -3%
CAN
106
Cetera Advisor Networks
California
$458K +$1.29K +22 +0.3%
SAM
107
SignalPoint Asset Management
Missouri
$455K -$1.64K -28 -0.4%
Cerity Partners
108
Cerity Partners
New York
$455K +$147K +2,504 +54%
Mariner
109
Mariner
Kansas
$454K -$18.4K -315 -4%
DOA
110
D'Orazio & Associates
Virginia
$449K +$234 +4 +0.1%
RA
111
RFG Advisory
Alabama
$422K -$161K -2,753 -29%
VCM
112
Viewpoint Capital Management
Washington
$413K
THL
113
Tillman Hartley LLC
Colorado
$382K
Invesco
114
Invesco
Georgia
$376K +$19.1K +326 +6%
M&T Bank
115
M&T Bank
New York
$363K -$117K -2,000 -26%
AAS
116
Avantax Advisory Services
Texas
$360K +$86.4K +1,477 +36%
FA
117
FSA Advisors
Michigan
$358K +$329K +5,614 New
JIC
118
Joel Isaacson & Co
New York
$355K
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$343K -$319K -5,450 -50%
PAS
120
Park Avenue Securities
New York
$337K -$16.9K -288 -5%
BFG
121
Bleakley Financial Group
New Jersey
$337K +$308K +5,272 New
SS
122
Simplicity Solutions
Minnesota
$337K +$308K +5,272 New
NS
123
NBC Securities
Alabama
$336K +$117K +2,003 +61%
MFP
124
Meridian Financial Partners
Virginia
$335K -$18.4K -315 -5%
CTWM
125
Cherry Tree Wealth Management
Minnesota
$324K -$5.38K -92 -2%