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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Frazier Financial Advisors
Ohio
$212K +$194K +3,317 New
SFM
152
Signet Financial Management
New Jersey
$211K +$193K +3,302 New
4WM
153
49 Wealth Management
Texas
$207K +$190K +3,242 New
MWM
154
Modern Wealth Management
Kansas
$206K +$189K +3,223 New
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$172K
PGAM
156
Princeton Global Asset Management
New Jersey
$133K +$59 +1 +0%
FG
157
Fairman Group
Pennsylvania
$131K +$120K +2,051 New
MBFW
158
Morton Brown Family Wealth
Pennsylvania
$128K
GRP
159
Global Retirement Partners
California
$122K +$468 +8 +0.4%
HCM
160
Hollencrest Capital Management
California
$114K
GJIA
161
Glass Jacobson Investment Advisors
Maryland
$113K -$365K -6,242 -78%
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$88.5K +$4.04K +69 +5%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$85.2K +$49.1K +839 +169%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$67.4K -$2.69K -46 -4%
BWP
165
Baldwin Wealth Partners
Massachusetts
$63.8K
AWM
166
Avior Wealth Management
Nebraska
$56.8K -$245K -4,194 -83%
CFD
167
Creative Financial Designs
Indiana
$56.5K -$11.8K -202 -19%
BBHC
168
Brown Brothers Harriman & Co
New York
$55.1K
PS
169
Principal Securities
Iowa
$43.2K +$39.6K +677 New
FCA
170
FinTrust Capital Advisors
South Carolina
$43.1K
FHA
171
First Horizon Advisors
Tennessee
$42.2K
CHA
172
Carmichael Hill & Associates
Maryland
$37K +$234 +4 +0.7%
FFL
173
Financial Freedom LLC
Ohio
$36.3K
CAL
174
Capital Advisors Ltd
Ohio
$35K
AP
175
Aspect Partners
Virginia
$31.4K +$28.8K +492 New