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WisdomTree International SmallCap Dividend Fund

196 hedge funds and large institutions have $325M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 185196 (+11)

1.21% more ownership

Funds ownership: 35.13%36.34% (+1.2%)

8% less capital invested

Capital invested by funds: $355M → $325M (-$30M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
75
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$81.8K +$65.1K +1,000 +333%
BA
152
Bellwether Advisors
Nebraska
$77.1K +$79.7K +1,225 New
CBT
153
Crews Bank & Trust
Florida
$76.8K +$79.4K +1,220 New
OA
154
Operose Advisors
Wisconsin
$62K +$64.1K +985 New
BTI
155
Blue Trust Inc
Georgia
$54.2K
GI
156
GAMMA Investing
California
$54K +$55.8K +858 New
T
157
Transce3nd
Texas
$52.2K +$54K +829 New
MWA
158
Medallion Wealth Advisors
Connecticut
$47.4K +$48.8K +750 New
PS
159
Principal Securities
Iowa
$42.6K
CA
160
Clearstead Advisors
Ohio
$39.3K -$206K -3,172 -84%
BF
161
BOK Financial
Oklahoma
$35.4K
CAL
162
Capital Advisors Ltd
Ohio
$35K
ACA
163
Aptus Capital Advisors
Alabama
$34.4K -$2.15K -33 -6%
CT
164
Colonial Trust
South Carolina
$34K +$35.1K +540 New
PA
165
Parallel Advisors
California
$31.5K
DRP
166
Decker Retirement Planning
Utah
$30.2K +$31.2K +479 New
KFI
167
Key Financial Inc
Pennsylvania
$25.2K
CFD
168
Creative Financial Designs
Indiana
$21.3K -$5.01K -77 -19%
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$17.6K -$23.7K -364 -57%
SIM
170
Synergy Investment Management
Florida
$15.9K +$16.4K +252 New
CA
171
Crewe Advisors
Utah
$15.4K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$12.6K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$11K
PB
174
Pinnacle Bancorp
Nebraska
$10.7K
HWP
175
Highline Wealth Partners
California
$10.5K +$130 +2 +1%