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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
176
Destiny Wealth Partners
Florida
$11K
GWM
177
Geneos Wealth Management
Colorado
$11K +$10.8K +152 New
IA
178
IFP Advisors
Florida
$9K
HWA
179
Heritage Wealth Advisors
Virginia
$8.92K
IFAM
180
Institutional & Family Asset Management
Colorado
$8K -$12.5K -176 -62%
LWA
181
Lowe Wealth Advisors
Maryland
$5K -$7.07K -100 -59%
CFN
182
Cordasco Financial Network
Florida
$5K
JWBC
183
John W. Brooker & Co
California
$5K
FHA
184
First Horizon Advisors
Tennessee
$5K +$2.12K +30 +71%
FFA
185
Founders Financial Alliance
North Carolina
$4K -$3.61K -51 -54%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$4K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$4K
HFA
188
HC Financial Advisors
California
$4K +$3.47K +49 New
HS
189
Horan Securities
United States
$2K
BlackRock
190
BlackRock
New York
$1K
1WM
191
1900 Wealth Management
Texas
$343
FGAM
192
Financial Gravity Asset Management
Texas
$221 -$849 -12 -80%
FWCM
193
Ferguson Wellman Capital Management
Oregon
-$1.31M -19,280 Closed
FIM
194
Freedom Investment Management
Connecticut
-$509K -7,480 Closed
RWMH
195
Riverpoint Wealth Management Holdings
Illinois
-$486K -7,141 Closed
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
-$440K -6,441 Closed
RFP
197
Roth Financial Partners
Texas
-$323K -4,742 Closed
FT
198
Fiduciary Trust
Massachusetts
-$270K -3,964 Closed
UCFA
199
United Capital Financial Advisors
Texas
-$245K -3,595 Closed
AIP
200
Almanack Investment Partners
Pennsylvania
-$241K -3,540 Closed