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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$75.7K -$31.2K -522 -28%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$63.3K +$26.8K +448 +69%
CFD
153
Creative Financial Designs
Indiana
$62.4K +$957 +16 +1%
BWP
154
Baldwin Wealth Partners
Massachusetts
$57.5K
BBHC
155
Brown Brothers Harriman & Co
New York
$49.6K
FCA
156
FinTrust Capital Advisors
South Carolina
$38.8K
FHA
157
First Horizon Advisors
Tennessee
$37.9K -$27K -451 -41%
CHA
158
Carmichael Hill & Associates
Maryland
$33.1K +$239 +4 +0.7%
FFL
159
Financial Freedom LLC
Ohio
$32.7K +$60 +1 +0.2%
CAL
160
Capital Advisors Ltd
Ohio
$32K
FFA
161
Farther Finance Advisors
California
$28.5K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$28.4K -$14.2K -238 -32%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$28.3K +$5.5K +92 +23%
MA
164
Montag & Associates
Georgia
$25.3K +$239 +4 +0.9%
Bessemer Group
165
Bessemer Group
New Jersey
$23K
KFI
166
Key Financial Inc
Pennsylvania
$23K
US Bancorp
167
US Bancorp
Minnesota
$17.2K -$2.69K -45 -13%
TFGT
168
TS Financial Group (TSFG)
Illinois
$15K
CA
169
Crewe Advisors
Utah
$14.1K
ADL
170
Asset Dedication LLC
California
$14K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$12K
NCM
172
Northwest Capital Management
Oregon
$11.9K
AC
173
AlphaCore Capital
California
$10.6K
BSB
174
Bangor Savings Bank
Maine
$10.1K
PB
175
Pinnacle Bancorp
Nebraska
$9.77K +$10.2K +170 New