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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
TCI Wealth Advisors
Arizona
$288K
CCM
127
Coldstream Capital Management
Washington
$271K
OMC
128
Old Mission Capital
Illinois
$269K -$229K -3,007 -45%
KWM
129
Kingsview Wealth Management
Oregon
$262K
BB
130
Busey Bank
Illinois
$248K +$255K +3,346 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$240K +$5.94K +78 +2%
AFAS
132
Acorn Financial Advisory Services
Virginia
$236K -$2.36K -31 -1%
IWM
133
IHT Wealth Management
Illinois
$233K +$239K +3,141 New
ACM
134
Ategra Capital Management
Virginia
$232K
PWM
135
Perigon Wealth Management
California
$230K
APA
136
American Portfolios Advisors
New York
$222K +$21.2K +279 +10%
RJT
137
Raymond James Trust
Florida
$220K
EWMCB
138
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$210K
AP
139
Adero Partners
California
$204K
LA
140
LexAurum Advisors
Kansas
$202K
CT
141
Caldwell Trust
Florida
$152K
IBOK
142
Independence Bank of Kentucky
Kentucky
$141K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$128K +$34.3K +450 +35%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$9.67K +127 +8%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$126K +$53K +696 +70%
FCM
146
Firestone Capital Management
Florida
$108K +$110K +1,440 New
PGAM
147
Princeton Global Asset Management
New Jersey
$104K +$30.5K +401 +40%
AWMS
148
Advocacy Wealth Management Services
Georgia
$101K
BMD
149
Better Money Decisions
New Mexico
$100K
ADL
150
Asset Dedication LLC
California
$92K