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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THL
101
Tillman Hartley LLC
Colorado
$406K -$1.13K -17 -0.3%
Citadel Advisors
102
Citadel Advisors
Florida
$395K -$989K -14,934 -72%
Ameriprise
103
Ameriprise
Minnesota
$391K -$2.37M -35,732 -87%
JIC
104
Joel Isaacson & Co
New York
$384K
FA
105
FSA Advisors
Michigan
$362K -$130K -1,967 -26%
JWA
106
JFS Wealth Advisors
Pennsylvania
$351K +$3.58K +54 +1%
HA
107
Heartland Advisors
Wisconsin
$334K -$371K -5,599 -54%
IWM
108
IHT Wealth Management
Illinois
$326K +$861 +13 +0.3%
CTWM
109
Cherry Tree Wealth Management
Minnesota
$324K -$10K -151 -3%
MGW
110
MB Generational Wealth
Washington
$317K +$304K +4,585 New
TWM
111
Tradition Wealth Management
Minnesota
$311K
Invesco
112
Invesco
Georgia
$306K -$42.3K -639 -13%
TWA
113
TCI Wealth Advisors
Arizona
$303K +$42.5K +641 +17%
IWP
114
IAG Wealth Partners
Wisconsin
$292K
MG
115
Mather Group
Illinois
$290K
BFG
116
Berger Financial Group
Minnesota
$287K
ML
117
McAdam LLC
Pennsylvania
$286K +$28.4K +429 +12%
CPIG
118
Chicago Partners Investment Group
Illinois
$284K -$8.68K -131 -3%
TWP
119
Total Wealth Planning
Ohio
$283K
HCP
120
Hardin Capital Partners
South Carolina
$272K +$9.54K +144 +4%
CA
121
Clearstead Advisors
Ohio
$262K -$1.26K -19 -0.5%
Mariner
122
Mariner
Kansas
$255K -$135K -2,040 -36%
M&T Bank
123
M&T Bank
New York
$254K -$133K -2,010 -35%
MWM
124
Modera Wealth Management
New Jersey
$251K +$331 +5 +0.1%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$248K