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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$67K +$60.1K +849 +1,075%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$66K -$12K -170 -16%
MA
153
Montag & Associates
Georgia
$57K +$141 +2 +0.3%
HR
154
Howe & Rusling
New York
$53K -$939K -13,268 -95%
FCA
155
FinTrust Capital Advisors
South Carolina
$49K
JHCP
156
Jackson Hole Capital Partners
Oklahoma
$48K
TF
157
TimeScale Financial
Massachusetts
$47K +$45.9K +649 New
CAL
158
Capital Advisors Ltd
Ohio
$40K
RWB
159
RMR Wealth Builders
New Jersey
$39K +$38.1K +538 New
CAL
160
Capital Analysts LLC
Pennsylvania
$37K
CHA
161
Carmichael Hill & Associates
Maryland
$37K +$71 +1 +0.2%
BCM
162
Bourgeon Capital Management
Connecticut
$37K +$35.9K +507 New
AA
163
AlphaMark Advisors
Kentucky
$33K
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$33K +$2.48K +35 +8%
Bessemer Group
165
Bessemer Group
New Jersey
$29K
CIAS
166
Capital Investment Advisory Services
North Carolina
$29K +$28.7K +406 New
GLLW
167
Graves Light Lenhart Wealth
Virginia
$27K +$26.2K +370 New
AWM
168
Accel Wealth Management
Iowa
$25K +$71 +1 +0.3%
EW
169
Evoke Wealth
California
$25K +$24.3K +344 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$22K +$21.6K +306 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$19K -$141 -2 -0.7%
PGAM
172
Princeton Global Asset Management
New Jersey
$18K +$1.34K +19 +8%
NFG
173
Next Financial Group
Texas
$18K +$8.63K +122 +91%
CFD
174
Creative Financial Designs
Indiana
$15K
SFS
175
Sowell Financial Services
Arkansas
$15K