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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
151
American Research & Management Company
Massachusetts
$74K
FGAM
152
Financial Gravity Asset Management
Texas
$74K
CFGS
153
Concourse Financial Group Securities
Alabama
$71K -$4.19K -55 -5%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$68K
MA
155
Montag & Associates
Georgia
$59K +$457 +6 +0.8%
CFD
156
Creative Financial Designs
Indiana
$56K +$16K +210 +39%
MA
157
MCF Advisors
Kentucky
$56K +$57.2K +751 New
FCA
158
FinTrust Capital Advisors
South Carolina
$50K
CAL
159
Capital Analysts LLC
Pennsylvania
$50K +$1.37K +18 +3%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$50K +$18.7K +246 +57%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$50K +$50.5K +663 +5,525%
CAL
162
Capital Advisors Ltd
Ohio
$41K
CHA
163
Carmichael Hill & Associates
Maryland
$39K +$228 +3 +0.6%
BCM
164
Bourgeon Capital Management
Connecticut
$38K
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$35.1K +$36K +473 New
Bessemer Group
166
Bessemer Group
New Jersey
$29K
JHCP
167
Jackson Hole Capital Partners
Oklahoma
$27K -$22.8K -300 -45%
GLLW
168
Graves Light Lenhart Wealth
Virginia
$27K
NFG
169
Next Financial Group
Texas
$26K +$4.42K +58 +20%
IRC
170
Investors Research Corp
Georgia
$23K +$23.8K +312 New
FPS
171
Fieldpoint Private Securities
Connecticut
$19K +$990 +13 +5%
TFGT
172
TS Financial Group (TSFG)
Illinois
$19K +$19.3K +254 New
AWM
173
Accel Wealth Management
Iowa
$17K -$8.98K -118 -34%
SQA
174
Simon Quick Advisors
New Jersey
$16K
DWP
175
Destiny Wealth Partners
Florida
$11K +$11.2K +147 New