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WisdomTree International SmallCap Dividend Fund

201 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $428M (-$22.4M)

1.96% less ownership

Funds ownership: 41.02%39.06% (-2%)

2% less funds holding

Funds holding: 206201 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 86

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
64
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Dogwood Wealth Management
Kansas
$144K -$88.7K -1,400 -39%
GRP
152
Global Retirement Partners
California
$128K
MBFW
153
Morton Brown Family Wealth
Pennsylvania
$127K -$2.98K -47 -2%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$123K +$52.7K +832 +79%
FG
155
Fairman Group
Pennsylvania
$115K -$17.8K -281 -14%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$114K +$26.2K +414 +31%
GJIA
157
Glass Jacobson Investment Advisors
Maryland
$114K -$1.71K -27 -2%
CFD
158
Creative Financial Designs
Indiana
$110K +$50.6K +799 +90%
ACA
159
Aptus Capital Advisors
Alabama
$106K +$102K +1,616 +40,400%
PGAM
160
Princeton Global Asset Management
New Jersey
$101K -$34.2K -540 -26%
HCM
161
Hollencrest Capital Management
California
$94.5K -$21.5K -340 -19%
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$86.1K -$4.18K -66 -5%
BWP
163
Baldwin Wealth Partners
Massachusetts
$65.2K
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$61.8K +$60.3K +952 New
BTI
165
Blue Trust Inc
Georgia
$59.9K -$564K -8,907 -91%
AWM
166
Avior Wealth Management
Nebraska
$58.4K +$380 +6 +0.7%
BBHC
167
Brown Brothers Harriman & Co
New York
$56.3K
PS
168
Principal Securities
Iowa
$44.5K +$317 +5 +0.7%
FCA
169
FinTrust Capital Advisors
South Carolina
$44K
CHA
170
Carmichael Hill & Associates
Maryland
$38.1K +$253 +4 +0.7%
FFL
171
Financial Freedom LLC
Ohio
$37.2K +$63 +1 +0.2%
CAL
172
Capital Advisors Ltd
Ohio
$36K
PA
173
Parallel Advisors
California
$32.6K +$31.7K +500 New
MA
174
Montag & Associates
Georgia
$29.1K +$190 +3 +0.7%
KFI
175
Key Financial Inc
Pennsylvania
$26.1K