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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Berger Financial Group
Minnesota
$275K
JMPWA
127
JP Morgan Private Wealth Advisors
California
$272K -$100K -1,673 -26%
ASN
128
Advisory Services Network
Georgia
$271K -$30.2K -505 -10%
Cerity Partners
129
Cerity Partners
New York
$265K -$258K -4,314 -48%
PO
130
Private Ocean
California
$262K +$359 +6 +0.1%
MG
131
Mather Group
Illinois
$254K
AAS
132
Avantax Advisory Services
Texas
$239K +$30.7K +514 +14%
TWP
133
Total Wealth Planning
Ohio
$236K +$245K +4,103 New
MWM
134
Modera Wealth Management
New Jersey
$223K -$11.1K -186 -5%
William Blair & Company
135
William Blair & Company
Illinois
$223K
RJFSA
136
Raymond James Financial Services Advisors
Florida
$218K -$35.9K -601 -14%
TWA
137
TCI Wealth Advisors
Arizona
$215K
Baird Financial Group
138
Baird Financial Group
Wisconsin
$213K +$221K +3,701 New
CCM
139
Coldstream Capital Management
Washington
$210K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$206K
RIM
141
Rockbridge Investment Management
New York
$205K -$1.32K -22 -0.6%
MLA
142
My Legacy Advisors
Oregon
$203K -$72.7K -1,216 -25%
OPWM
143
Oxinas Partners Wealth Management
Indiana
$202K +$211K +3,522 New
NS
144
NBC Securities
Alabama
$187K +$195K +3,265 New
WP
145
WealthShield Partners
North Carolina
$163K +$18.7K +312 +12%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$154K +$1.2K +20 +0.7%
PGAM
147
Princeton Global Asset Management
New Jersey
$120K -$24.9K -416 -17%
MBFW
148
Morton Brown Family Wealth
Pennsylvania
$115K
GRP
149
Global Retirement Partners
California
$109K
HCM
150
Hollencrest Capital Management
California
$103K