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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
151
BOK Financial
Oklahoma
$38.9K +$38.3K +578 New
CAL
152
Capital Advisors Ltd
Ohio
$38K
PA
153
Parallel Advisors
California
$34.5K
CFD
154
Creative Financial Designs
Indiana
$28.7K -$89.6K -1,352 -77%
KFI
155
Key Financial Inc
Pennsylvania
$27.6K
NS
156
NBC Securities
Alabama
$27K -$628K -9,473 -96%
US Bancorp
157
US Bancorp
Minnesota
$20.7K
ADL
158
Asset Dedication LLC
California
$17.1K
CA
159
Crewe Advisors
Utah
$16.9K
NCM
160
Northwest Capital Management
Oregon
$14.3K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$13.8K
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$12.1K
PB
163
Pinnacle Bancorp
Nebraska
$11.7K
HWP
164
Highline Wealth Partners
California
$11.4K +$66 +1 +0.6%
GWM
165
Geneos Wealth Management
Colorado
$10.5K
BSB
166
Bangor Savings Bank
Maine
$8.98K
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$8.42K -$1.52K -23 -16%
SPIA
168
Steward Partners Investment Advisory
New York
$8.29K
NFSG
169
Newbridge Financial Services Group
Florida
$6.91K +$6.63K +100 New
SIS
170
Sound Income Strategies
Florida
$6.77K
NFA
171
Northwest Financial Advisors
Virginia
$6.49K +$6.23K +94 New
TAM
172
Tucker Asset Management
Colorado
$5.63K +$66 +1 +1%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$4.83K
SC
174
Steph & Co
Wisconsin
$4.49K +$4.31K +65 New
AF
175
Advisornet Financial
Minnesota
$4K