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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$270K
RJFSA
127
Raymond James Financial Services Advisors
Florida
$264K +$11.3K +184 +4%
Invesco
128
Invesco
Georgia
$263K -$28.2K -461 -10%
MLA
129
My Legacy Advisors
Oregon
$259K +$56.6K +924 +28%
CA
130
Calton & Associates
Florida
$254K +$3.25K +53 +1%
AAS
131
Avantax Advisory Services
Texas
$250K -$149K -2,434 -37%
MWM
132
Modera Wealth Management
New Jersey
$245K +$429 +7 +0.2%
William Blair & Company
133
William Blair & Company
Illinois
$237K +$94.3K +1,540 +66%
MMA
134
Miracle Mile Advisors
California
$231K -$246K -4,020 -51%
TWA
135
TCI Wealth Advisors
Arizona
$228K
CCM
136
Coldstream Capital Management
Washington
$223K +$613 +10 +0.3%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$219K
RIM
138
Rockbridge Investment Management
New York
$212K -$2.82K -46 -1%
WS
139
Wedbush Securities
California
$211K -$12.3K -200 -5%
BFG
140
Barber Financial Group
Kansas
$206K +$207K +3,373 New
BB
141
Busey Bank
Illinois
$204K +$205K +3,347 New
CRWM
142
Castle Rock Wealth Management
California
$201K
SFM
143
Signet Financial Management
New Jersey
$201K +$202K +3,292 New
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$165K +$858 +14 +0.5%
PGAM
145
Princeton Global Asset Management
New Jersey
$152K +$61 +1 +0%
GRP
146
Global Retirement Partners
California
$127K +$79.6K +1,300 +169%
MBFW
147
Morton Brown Family Wealth
Pennsylvania
$122K
AIP
148
Ahrens Investment Partners
Louisiana
$121K +$122K +1,985 New
HCM
149
Hollencrest Capital Management
California
$109K
GWM
150
Geneos Wealth Management
Colorado
$95.2K +$92.7K +1,513 +3,026%