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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
126
Mason Investment Advisory Services
Virginia
$260K +$7.41K +116 +3%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$255K -$38.3K -600 -12%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$242K -$230K -3,604 -46%
SWM
129
Selective Wealth Management
Virginia
$239K +$5.75K +90 +2%
IWM
130
IHT Wealth Management
Illinois
$238K +$12.4K +194 +5%
WS
131
Wedbush Securities
California
$236K +$8.63K +135 +3%
EVM
132
Eaton Vance Management
Massachusetts
$233K
TWA
133
TCI Wealth Advisors
Arizona
$226K
RJT
134
Raymond James Trust
Florida
$224K +$55.5K +868 +29%
CA
135
Calton & Associates
Florida
$221K -$31.8K -497 -12%
Lido Advisors
136
Lido Advisors
California
$219K -$476K -7,451 -66%
RIM
137
Rockbridge Investment Management
New York
$206K +$128 +2 +0.1%
5L
138
55I LLC
Massachusetts
$203K +$222K +3,475 New
ACM
139
Altrius Capital Management
North Carolina
$201K +$221K +3,453 New
CAL
140
Capital Analysts LLC
Pennsylvania
$190K +$32.3K +505 +18%
CWM
141
Castle Wealth Management
Florida
$180K +$197K +3,084 New
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$170K -$14.3K -223 -7%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$154K -$1.53K -24 -0.9%
APA
144
American Portfolios Advisors
New York
$146K +$2.62K +41 +2%
PGAM
145
Princeton Global Asset Management
New Jersey
$145K +$320 +5 +0.2%
AIP
146
Ahrens Investment Partners
Louisiana
$142K +$10.9K +171 +8%
IA
147
IFP Advisors
Florida
$133K
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$18.2K +285 +15%
CT
149
Caldwell Trust
Florida
$119K
MBFW
150
Morton Brown Family Wealth
Pennsylvania
$117K