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WisdomTree International SmallCap Dividend Fund
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Overview Fund Activity

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-5
Holders Change %
-2.44%
% 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
63
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.9M
2
AFG
2
Atomi Financial Group
New York
$4.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.25M
4
WA
4
Waverly Advisors
Alabama
$1.9M
5
BW
5
BIP Wealth
Georgia
$12.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$2M
4
AWM
4
AE Wealth Management
Kansas
$0
5
CCM
5
Carlson Capital Management
Minnesota
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$128K – – –
MBFW
152
Morton Brown Family Wealth
Pennsylvania
$127K -$3.07K -47 -2%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$123K +$54.3K +832 +79%
FG
154
Fairman Group
Pennsylvania
$115K -$18.3K -281 -14%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$114K +$27K +414 +31%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$114K -$1.76K -27 -2%
CFD
157
Creative Financial Designs
Indiana
$110K +$52.1K +799 +90%
ACA
158
Aptus Capital Advisors
Alabama
$106K +$105K +1,616 +40,400%
PGAM
159
Princeton Global Asset Management
New Jersey
$101K -$35.2K -540 -26%
HCM
160
Hollencrest Capital Management
California
$94.5K -$22.2K -340 -19%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$86.1K -$4.3K -66 -5%
BWP
162
Baldwin Wealth Partners
Massachusetts
$65.2K – – –
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$61.8K +$61.8K +952 New
BTI
164
Blue Trust Inc
Georgia
$59.9K -$581K -8,907 -91%
AWM
165
Avior Wealth Management
Nebraska
$58.4K +$392 +6 +0.7%
BBHC
166
Brown Brothers Harriman & Co
New York
$56.3K – – –
PS
167
Principal Securities
Iowa
$44.5K +$326 +5 +0.7%
FCA
168
FinTrust Capital Advisors
South Carolina
$44K – – –
CHA
169
Carmichael Hill & Associates
Maryland
$38.1K +$261 +4 +0.7%
FFL
170
Financial Freedom LLC
Ohio
$37.2K +$65 +1 +0.2%
CAL
171
Capital Advisors Ltd
Ohio
$36K – – –
PA
172
Parallel Advisors
California
$32.6K +$32.6K +500 New
MA
173
Montag & Associates
Georgia
$29.1K +$196 +3 +0.7%
KFI
174
Key Financial Inc
Pennsylvania
$26.1K – – –
Bessemer Group
175
Bessemer Group
New Jersey
$26K – – –
5 6
7
8 9