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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LexAurum Advisors
Kansas
$201K
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$194K +$194K +2,641 New
PGAM
153
Princeton Global Asset Management
New Jersey
$183K +$79.9K +1,085 +77%
APA
154
American Portfolios Advisors
New York
$182K -$38.4K -522 -17%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$170K +$45.4K +616 +36%
AIP
156
Ahrens Investment Partners
Louisiana
$161K +$161K +2,186 New
CT
157
Caldwell Trust
Florida
$150K
SPA
158
Shore Point Advisors
New Jersey
$149K +$149K +2,030 New
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$147K +$147K +2,000 New
FHA
160
First Horizon Advisors
Tennessee
$145K +$140K +1,906 +2,647%
IBOK
161
Independence Bank of Kentucky
Kentucky
$140K
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$4.27K +58 +3%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$127K
LC
164
Lindbrook Capital
California
$122K +$121K +1,650 New
PP
165
Pacifica Partners
Canada
$118K +$118K +1,602 New
ADL
166
Asset Dedication LLC
California
$115K +$23.9K +325 +26%
AWMS
167
Advocacy Wealth Management Services
Georgia
$101K
BA
168
Bellwether Advisors
Nebraska
$91K +$91.5K +1,243 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$86K +$35.5K +482 +71%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$80K +$30.2K +410 +61%
CAL
171
Capital Analysts LLC
Pennsylvania
$75K +$25.4K +345 +51%
ARMC
172
American Research & Management Company
Massachusetts
$74K
CFGS
173
Concourse Financial Group Securities
Alabama
$70K
MA
174
Montag & Associates
Georgia
$59K +$442 +6 +0.7%
CFD
175
Creative Financial Designs
Indiana
$53K -$2.43K -33 -4%