We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$63.7K +$11K +181 +20%
BWP
152
Baldwin Wealth Partners
Massachusetts
$59.5K
BBHC
153
Brown Brothers Harriman & Co
New York
$51.3K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$43.6K +$18.9K +310 +73%
FCA
155
FinTrust Capital Advisors
South Carolina
$39.1K
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$38.9K -$4.21K -69 -10%
CHA
157
Carmichael Hill & Associates
Maryland
$34K +$732 +12 +2%
FFL
158
Financial Freedom LLC
Ohio
$33.8K +$61 +1 +0.2%
CAL
159
Capital Advisors Ltd
Ohio
$33K
FFA
160
Farther Finance Advisors
California
$29.5K
MA
161
Montag & Associates
Georgia
$26K +$549 +9 +2%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$23.8K -$7.38K -121 -23%
KFI
163
Key Financial Inc
Pennsylvania
$23.8K
FPB
164
First PREMIER Bank
South Dakota
$23K -$9.76K -160 -30%
Bessemer Group
165
Bessemer Group
New Jersey
$23K
US Bancorp
166
US Bancorp
Minnesota
$20.5K -$5.06K -83 -19%
TFGT
167
TS Financial Group (TSFG)
Illinois
$15K
CA
168
Crewe Advisors
Utah
$14.6K -$1.83K -30 -11%
ADL
169
Asset Dedication LLC
California
$14K
BWA
170
BDO Wealth Advisors
Florida
$12.6K +$244 +4 +2%
NCM
171
Northwest Capital Management
Oregon
$12.3K +$12.6K +207 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.6K +207 New
AC
173
AlphaCore Capital
California
$11K +$11.3K +185 New
BSB
174
Bangor Savings Bank
Maine
$10.4K
C
175
Covestor
United Kingdom
$9K -$2.56K -42 -23%