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WisdomTree International SmallCap Dividend Fund
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Overview Fund Activity

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-5
Holders Change %
-2.44%
% 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
63
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
AFG
2
Atomi Financial Group
New York
$4.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.25M
4
WA
4
Waverly Advisors
Alabama
$1.9M
5
BW
5
BIP Wealth
Georgia
$12.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$2M
4
AWM
4
AE Wealth Management
Kansas
$0
5
CCM
5
Carlson Capital Management
Minnesota
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
126
Oxinas Partners Wealth Management
Indiana
$272K +$42.4K +650 +18%
BFG
127
Berger Financial Group
Minnesota
$271K – – –
SAW
128
Signal Advisors Wealth
Michigan
$270K +$3.52K +54 +1%
ASN
129
Advisory Services Network
Georgia
$270K – – –
MWM
130
Maripau Wealth Management
Indiana
$268K +$18.1K +278 +7%
TWP
131
Total Wealth Planning
Ohio
$268K – – –
PO
132
Private Ocean
California
$259K -$7.43K -114 -3%
JWA
133
JFS Wealth Advisors
Pennsylvania
$252K – – –
CA
134
Claro Advisors
Massachusetts
$250K +$848 +13 +0.3%
CA
135
Calton & Associates
Florida
$249K -$34.6K -530 -12%
TWA
136
TCI Wealth Advisors
Arizona
$244K – – –
William Blair & Company
137
William Blair & Company
Illinois
$237K – – –
RJFSA
138
Raymond James Financial Services Advisors
Florida
$236K -$9.26K -142 -4%
MWM
139
Modera Wealth Management
New Jersey
$236K +$236K +3,618 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$234K – – –
WP
141
WealthShield Partners
North Carolina
$234K -$12.6K -193 -5%
RIM
142
Rockbridge Investment Management
New York
$233K – – –
BFG
143
Beacon Financial Group
Texas
$218K -$1.83K -28 -0.8%
FFA
144
Frazier Financial Advisors
Ohio
$216K +$196 +3 +0.1%
IIA
145
Integral Investment Advisors
California
$209K +$209K +3,197 New
SFM
146
Signet Financial Management
New Jersey
$209K -$6.33K -97 -3%
WSTAM
147
Wilbanks Smith & Thomas Asset Management
Virginia
$208K -$9.33K -143 -4%
ACM
148
Ategra Capital Management
Virginia
$204K +$204K +3,122 New
ML
149
McAdam LLC
Pennsylvania
$202K +$202K +3,095 New
DWM
150
Dogwood Wealth Management
Kansas
$144K -$91.3K -1,400 -39%
4 5
6
7 8