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WisdomTree International SmallCap Dividend Fund

201 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $428M (-$22.4M)

1.96% less ownership

Funds ownership: 41.02%39.06% (-2%)

2% less funds holding

Funds holding: 206201 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 86

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
64
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$283K
OPWM
127
Oxinas Partners Wealth Management
Indiana
$272K +$41.2K +650 +18%
BFG
128
Berger Financial Group
Minnesota
$271K
SAW
129
Signal Advisors Wealth
Michigan
$270K +$3.42K +54 +1%
ASN
130
Advisory Services Network
Georgia
$270K
MWM
131
Maripau Wealth Management
Indiana
$268K +$17.6K +278 +7%
TWP
132
Total Wealth Planning
Ohio
$268K
PO
133
Private Ocean
California
$259K -$7.22K -114 -3%
JWA
134
JFS Wealth Advisors
Pennsylvania
$252K
CA
135
Claro Advisors
Massachusetts
$250K +$824 +13 +0.3%
CA
136
Calton & Associates
Florida
$249K -$33.6K -530 -12%
TWA
137
TCI Wealth Advisors
Arizona
$244K
William Blair & Company
138
William Blair & Company
Illinois
$237K
RJFSA
139
Raymond James Financial Services Advisors
Florida
$236K -$9K -142 -4%
MWM
140
Modera Wealth Management
New Jersey
$236K +$229K +3,618 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$234K
WP
142
WealthShield Partners
North Carolina
$234K -$12.2K -193 -5%
RIM
143
Rockbridge Investment Management
New York
$233K
BFG
144
Beacon Financial Group
Texas
$218K -$1.77K -28 -0.8%
FFA
145
Frazier Financial Advisors
Ohio
$216K +$190 +3 +0.1%
IIA
146
Integral Investment Advisors
California
$209K +$203K +3,197 New
SFM
147
Signet Financial Management
New Jersey
$209K -$6.15K -97 -3%
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$208K -$9.06K -143 -4%
ACM
149
Ategra Capital Management
Virginia
$204K +$198K +3,122 New
ML
150
McAdam LLC
Pennsylvania
$202K +$196K +3,095 New