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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$31K -$17.5K -300 -33%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$30K -$18.9K -325 -35%
CAL
153
Capital Advisors Ltd
Ohio
$28K
CHA
154
Carmichael Hill & Associates
Maryland
$28K +$349 +6 +1%
BCM
155
Bourgeon Capital Management
Connecticut
$26K
PTC
156
Private Trust Company
Ohio
$26K
DTIM
157
Danda Trouve Investment Management
Kansas
$26K +$29.1K +500 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$22K -$13.3K -229 -34%
MAM
159
Meeder Asset Management
Ohio
$22K -$3.2K -55 -11%
Bessemer Group
160
Bessemer Group
New Jersey
$20K
CFGS
161
Concourse Financial Group Securities
Alabama
$19K +$21.8K +375 New
FHA
162
First Horizon Advisors
Tennessee
$18K -$932 -16 -4%
WBC
163
West Branch Capital
Massachusetts
$15K +$17.5K +300 New
TFGT
164
TS Financial Group (TSFG)
Illinois
$13K
ADL
165
Asset Dedication LLC
California
$12K -$11.8K -203 -45%
C
166
Covestor
United Kingdom
$12K -$1.51K -26 -10%
AWM
167
Accel Wealth Management
Iowa
$10K +$58 +1 +0.5%
CA
168
Crewe Advisors
Utah
$10K +$2.33K +40 +26%
BWA
169
BDO Wealth Advisors
Florida
$10K +$11.9K +204 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$7.55K -$1.16M -20,002 -13%
IAMOG
171
Investors Asset Management of Georgia
Georgia
$7K
RCM
172
Raleigh Capital Management
North Carolina
$7K +$640 +11 +9%
HWA
173
Heritage Wealth Advisors
Virginia
$6.81K +$58 +1 +0.8%
IFAM
174
Institutional & Family Asset Management
Colorado
$6K
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
$6K +$7.57K +130 New