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WisdomTree International SmallCap Dividend Fund
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Overview Fund Activity

198 hedge funds and large institutions have $403M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
62
Reduced
77
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$15.2M
2
FTUS
2
Flow Traders U.S.
New York
$11.2M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$3.58M
4
AFG
4
Atomi Financial Group
New York
$6.24M
5
SEIA
5
Signature Estate & Investment Advisors
California
$1.66M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.5M
2
UBS Group
2
UBS Group
Switzerland
$7.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M
5
SC
5
Savant Capital
Illinois
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
126
IAG Wealth Partners
Wisconsin
$268K -$19.3K -305 -7%
BFG
127
Berger Financial Group
Minnesota
$264K – – –
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$261K -$129K -2,034 -33%
PO
129
Private Ocean
California
$253K +$888 +14 +0.4%
QPWM
130
Quadrant Private Wealth Management
Pennsylvania
$250K +$250K +3,940 New
HCP
131
Hardin Capital Partners
South Carolina
$247K +$247K +3,892 New
CA
132
Clearstead Advisors
Ohio
$242K +$242K +3,816 New
VF
133
Virtu Financial
New York
$242K +$242K +3,814 New
TWA
134
TCI Wealth Advisors
Arizona
$238K – – –
ML
135
McAdam LLC
Pennsylvania
$235K +$38.9K +613 +20%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$233K +$113K +1,785 +95%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$231K +$1.02K +16 +0.4%
MWM
138
Modera Wealth Management
New Jersey
$230K +$888 +14 +0.4%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$228K – – –
RIM
140
Rockbridge Investment Management
New York
$227K +$63 +1 +0%
WP
141
WealthShield Partners
North Carolina
$221K -$6.66K -105 -3%
VPWA
142
Vestia Personal Wealth Advisors
Indiana
$207K +$207K +3,256 New
William Blair & Company
143
William Blair & Company
Illinois
$206K -$24.7K -390 -11%
TC
144
Tacita Capital
Ontario, Canada
$201K -$186K -2,936 -48%
FFA
145
Frazier Financial Advisors
Ohio
$157K -$53.1K -837 -25%
MBFW
146
Morton Brown Family Wealth
Pennsylvania
$126K -$3.52K -53 -3%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$118K +$6.98K +110 +6%
FG
148
Fairman Group
Pennsylvania
$114K +$1.84K +29 +2%
GRP
149
Global Retirement Partners
California
$114K -$11.2K -176 -9%
CFD
150
Creative Financial Designs
Indiana
$112K +$5.27K +83 +5%
4 5
6
7 8