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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$318K -$44.6K -762 -13%
TWM
127
Tradition Wealth Management
Minnesota
$306K -$6.2K -106 -2%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$290K -$23.3K -399 -8%
IWP
129
IAG Wealth Partners
Wisconsin
$289K -$87.1K -1,488 -25%
MG
130
Mather Group
Illinois
$283K
CPIG
131
Chicago Partners Investment Group
Illinois
$281K -$50K -854 -16%
CA
132
Calton & Associates
Florida
$278K +$254K +4,348 New
BFG
133
Berger Financial Group
Minnesota
$266K -$36.3K -620 -13%
ASN
134
Advisory Services Network
Georgia
$264K -$34.4K -588 -12%
TWP
135
Total Wealth Planning
Ohio
$262K
SAW
136
Signal Advisors Wealth
Michigan
$261K +$239K +4,085 New
PO
137
Private Ocean
California
$261K -$28.1K -481 -11%
JWA
138
JFS Wealth Advisors
Pennsylvania
$247K -$446K -7,622 -66%
MWM
139
Maripau Wealth Management
Indiana
$245K -$193K -3,294 -46%
CA
140
Claro Advisors
Massachusetts
$244K -$138K -2,360 -38%
WP
141
WealthShield Partners
North Carolina
$241K +$55K +940 +33%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$240K -$2.05K -35 -0.9%
TWA
143
TCI Wealth Advisors
Arizona
$239K
William Blair & Company
144
William Blair & Company
Illinois
$232K -$14.8K -253 -7%
DWM
145
Dogwood Wealth Management
Kansas
$231K +$211K +3,614 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$229K
RIM
147
Rockbridge Investment Management
New York
$228K +$59 +1 +0%
OPWM
148
Oxinas Partners Wealth Management
Indiana
$225K +$59 +1 +0%
BFG
149
Beacon Financial Group
Texas
$215K +$197K +3,366 New
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$109K -1,859 -36%