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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$282K +$976 +16 +0.3%
BFG
127
Beacon Financial Group
Texas
$280K +$366 +6 +0.1%
PO
128
Private Ocean
California
$271K +$976 +16 +0.4%
MG
129
Mather Group
Illinois
$263K
RJFSA
130
Raymond James Financial Services Advisors
Florida
$262K +$3.78K +62 +1%
CA
131
Calton & Associates
Florida
$245K -$3.11K -51 -1%
MWM
132
Modera Wealth Management
New Jersey
$242K +$3.66K +60 +1%
MML Investors Services
133
MML Investors Services
Massachusetts
$239K -$195K -3,198 -44%
Renaissance Technologies
134
Renaissance Technologies
New York
$238K -$256K -4,200 -51%
William Blair & Company
135
William Blair & Company
Illinois
$231K
TWA
136
TCI Wealth Advisors
Arizona
$223K
CCM
137
Coldstream Capital Management
Washington
$217K
AAS
138
Avantax Advisory Services
Texas
$217K -$28.2K -462 -11%
RIM
139
Rockbridge Investment Management
New York
$214K +$7.14K +117 +3%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$213K
WS
141
Wedbush Securities
California
$206K
DC
142
Davenport & Co
Virginia
$205K -$740K -12,130 -78%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$160K
WP
144
WealthShield Partners
North Carolina
$150K +$140K +2,295 +994%
PGAM
145
Princeton Global Asset Management
New Jersey
$149K +$244 +4 +0.2%
MBFW
146
Morton Brown Family Wealth
Pennsylvania
$119K
GRP
147
Global Retirement Partners
California
$117K -$6.53K -107 -5%
HCM
148
Hollencrest Capital Management
California
$106K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$97.4K +$93.8K +1,538 +511%
FHA
150
First Horizon Advisors
Tennessee
$66.1K -$427 -7 -0.6%