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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $327M invested in WisdomTree International SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $325M → $327M (+$1.78M)

0.06% more ownership

Funds ownership: 36.34%36.4% (+0.06%)

3% less funds holding

Funds holding: 196190 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 91

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$379K -$80.3K -1,232 -18%
WN
102
Williams & Novak
California
$365K -$9.77K -150 -3%
Cerity Partners
103
Cerity Partners
New York
$364K -$3.97K -61 -1%
AC
104
Apella Capital
Connecticut
$362K
JIC
105
Joel Isaacson & Co
New York
$349K -$16.3K -250 -5%
QPWM
106
Quadrant Private Wealth Management
Pennsylvania
$340K -$60.6K -931 -15%
TLFA
107
True Link Financial Advisors
California
$337K +$332K +5,100 New
Comerica Bank
108
Comerica Bank
Texas
$323K -$18.6K -286 -6%
IWP
109
IAG Wealth Partners
Wisconsin
$300K +$24.9K +382 +9%
TWM
110
Tradition Wealth Management
Minnesota
$294K -$977 -15 -0.3%
TWA
111
TCI Wealth Advisors
Arizona
$290K
Invesco
112
Invesco
Georgia
$289K -$7.1K -109 -2%
JWA
113
JFS Wealth Advisors
Pennsylvania
$287K -$37.4K -574 -12%
PAG
114
Private Advisor Group
New Jersey
$279K -$27.1K -416 -9%
BWMG
115
Bannerman Wealth Management Group
Texas
$277K +$4.3K +66 +2%
WANY
116
Wealthspire Advisors (New York)
New York
$264K +$195 +3 +0.1%
HCP
117
Hardin Capital Partners
South Carolina
$257K -$9.05K -139 -3%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$254K +$250K +3,844 New
CA
119
Clearstead Advisors
Ohio
$247K +$203K +3,113 +498%
ML
120
McAdam LLC
Pennsylvania
$244K -$22.3K -342 -8%
TWP
121
Total Wealth Planning
Ohio
$242K -$14.1K -217 -6%
Mariner
122
Mariner
Kansas
$240K -$64.3K -987 -21%
MWM
123
Modera Wealth Management
New Jersey
$238K -$2.74K -42 -1%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$237K
BFG
125
Berger Financial Group
Minnesota
$235K -$39K -598 -14%

DLS Hedge Fund Activity: Q1 2025 in Review

190 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2025, worth a combined $327M — up 0.55% from $325M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DLS and 14 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 51 added.

The largest buyer was Jane Street, adding an estimated $910K. The largest seller was Raymond James Financial, cutting an estimated $4.73M.

  • 190 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2025, down from 196 in Q4 2024.
  • Funds reported $327M of WisdomTree International SmallCap Dividend Fund stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 14 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2025 and 16 closed out, a net change of -2 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2025 was Jane Street, an estimated $910K added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2025 was Raymond James Financial, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2025.