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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$291K +$35.4K +500 +14%
SWM
127
Selective Wealth Management
Virginia
$288K +$778 +11 +0.3%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$279K +$140K +1,984 +106%
KWM
129
Kingsview Wealth Management
Oregon
$271K -$2.12K -30 -0.8%
PA
130
Paracle Advisors
Washington
$263K
CAM
131
Cidel Asset Management
Ontario, Canada
$259K +$253K +3,575 New
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$244K -$12.4K -175 -5%
ACM
133
Ategra Capital Management
Virginia
$226K
CA
134
Cetera Advisors
Colorado
$225K -$21.7K -307 -9%
PWM
135
Perigon Wealth Management
California
$224K +$1.63K +23 +0.7%
RJT
136
Raymond James Trust
Florida
$222K -$26.2K -370 -11%
EWMCB
137
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$204K +$200K +2,823 New
APA
138
American Portfolios Advisors
New York
$194K -$11.9K -168 -6%
CAC
139
Certified Advisory Corp
Florida
$150K +$147K +2,082 New
CT
140
Caldwell Trust
Florida
$147K
IBOK
141
Independence Bank of Kentucky
Kentucky
$137K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$128K -$157K -2,217 -56%
ED
143
Exane Derivatives
France
$120K +$117K +1,657 New
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$113K
FCM
145
Firestone Capital Management
Florida
$104K
AWMS
146
Advocacy Wealth Management Services
Georgia
$100K
ADL
147
Asset Dedication LLC
California
$90K
CFGS
148
Concourse Financial Group Securities
Alabama
$73K
ARMC
149
American Research & Management Company
Massachusetts
$72K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$67K