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WisdomTree International SmallCap Dividend Fund

196 hedge funds and large institutions have $325M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 185196 (+11)

1.21% more ownership

Funds ownership: 35.13%36.34% (+1.2%)

8% less capital invested

Capital invested by funds: $355M → $325M (-$30M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
75
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Total Wealth Planning
Ohio
$245K -$14.1K -217 -5%
M&T Bank
127
M&T Bank
New York
$231K
MWM
128
Modera Wealth Management
New Jersey
$230K +$651 +10 +0.3%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$226K
IAA
130
Independent Advisor Alliance
North Carolina
$224K +$232K +3,560 New
HF
131
HRT Financial
New York
$223K +$231K +3,549 New
RIM
132
Rockbridge Investment Management
New York
$219K -$2.73K -42 -1%
CIA
133
Compass Investment Advisers
Oregon
$210K +$218K +3,342 New
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$206K -$260 -4 -0.1%
William Blair & Company
135
William Blair & Company
Illinois
$204K +$130 +2 +0.1%
HA
136
Heartland Advisors
Wisconsin
$199K -$109K -1,680 -35%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$170K +$43K +661 +32%
FFA
138
Frazier Financial Advisors
Ohio
$157K +$456 +7 +0.3%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$149K
TC
140
Tacita Capital
Ontario, Canada
$144K -$57.5K -884 -28%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$119K
MBFW
142
Morton Brown Family Wealth
Pennsylvania
$115K
AWM
143
AE Wealth Management
Kansas
$110K +$114K +1,746 New
FG
144
Fairman Group
Pennsylvania
$110K +$1.43K +22 +1%
PGAM
145
Princeton Global Asset Management
New Jersey
$97.4K
IA
146
IFP Advisors
Florida
$94.4K +$97.6K +1,500 New
HCM
147
Hollencrest Capital Management
California
$91.2K
CFB
148
Cullen/Frost Bankers
Texas
$86.4K +$89.4K +1,373 New
WP
149
WealthShield Partners
North Carolina
$82.8K
GRP
150
Global Retirement Partners
California
$81.8K