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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$114K +$95.9K +1,501 +334%
PP
152
Pacifica Partners
Canada
$94K -$2.11K -33 -2%
AWMS
153
Advocacy Wealth Management Services
Georgia
$80K
BMD
154
Better Money Decisions
New Mexico
$79K +$86.3K +1,350 New
IBOK
155
Independence Bank of Kentucky
Kentucky
$76K -$38K -595 -31%
BA
156
Bellwether Advisors
Nebraska
$71K
ARMC
157
American Research & Management Company
Massachusetts
$58K
CFD
158
Creative Financial Designs
Indiana
$56K +$1.53K +24 +3%
M
159
MOTCO
Texas
$56K +$61K +955 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$55K +$20.8K +325 +54%
US Bancorp
161
US Bancorp
Minnesota
$53K -$196K -3,068 -77%
BBHC
162
Brown Brothers Harriman & Co
New York
$50K
MA
163
Montag & Associates
Georgia
$49K +$1.41K +22 +3%
FCA
164
FinTrust Capital Advisors
South Carolina
$40K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$39K -$18.5K -290 -30%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$36K +$34.1K +533 +579%
CAL
167
Capital Advisors Ltd
Ohio
$32K
CHA
168
Carmichael Hill & Associates
Maryland
$32K +$959 +15 +3%
BCM
169
Bourgeon Capital Management
Connecticut
$30K
PTC
170
Private Trust Company
Ohio
$29K +$32.2K +504 New
MAM
171
Meeder Asset Management
Ohio
$28K -$213K -3,338 -87%
ADL
172
Asset Dedication LLC
California
$26K -$63.3K -991 -69%
Bessemer Group
173
Bessemer Group
New Jersey
$23K
GLLW
174
Graves Light Lenhart Wealth
Virginia
$22K
FHA
175
First Horizon Advisors
Tennessee
$21K +$4.6K +72 +23%