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WisdomTree International SmallCap Dividend Fund

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $427M (-$22.4M)

1.96% less ownership

Funds ownership: 40.96%39% (-2%)

2% less funds holding

Funds holding: 205200 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
63
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$482K +$8.81K +139 +2%
PAS
102
Park Avenue Securities
New York
$474K +$126K +1,983 +38%
RA
103
RFG Advisory
Alabama
$464K +$31.4K +496 +7%
SAM
104
SignalPoint Asset Management
Missouri
$463K -$2.41K -38 -0.5%
DOA
105
D'Orazio & Associates
Virginia
$462K +$3.1K +49 +0.7%
Cerity Partners
106
Cerity Partners
New York
$460K -$3.55K -56 -0.8%
Comerica Bank
107
Comerica Bank
Texas
$452K -$30.2K -477 -6%
VCM
108
Viewpoint Capital Management
Washington
$422K
BFG
109
Bleakley Financial Group
New Jersey
$418K +$72.1K +1,138 +22%
SW
110
Simplicity Wealth
New Jersey
$418K +$406K +6,410 New
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$401K -$75.5K -1,192 -16%
TC
112
Tacita Capital
Ontario, Canada
$398K -$824K -13,001 -68%
THL
113
Tillman Hartley LLC
Colorado
$391K +$63 +1 +0%
Invesco
114
Invesco
Georgia
$390K +$5.64K +89 +2%
M&T Bank
115
M&T Bank
New York
$371K
Mariner
116
Mariner
Kansas
$368K -$93.3K -1,472 -21%
AAS
117
Avantax Advisory Services
Texas
$368K +$317 +5 +0.1%
JIC
118
Joel Isaacson & Co
New York
$362K
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$338K -$11.4K -180 -3%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$323K -$1.77K -28 -0.6%
CTWM
121
Cherry Tree Wealth Management
Minnesota
$316K -$14.4K -227 -4%
TWM
122
Tradition Wealth Management
Minnesota
$313K
IWP
123
IAG Wealth Partners
Wisconsin
$296K
CPIG
124
Chicago Partners Investment Group
Illinois
$287K +$380 +6 +0.1%
MG
125
Mather Group
Illinois
$283K