We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$10K
HWA
177
Heritage Wealth Advisors
Virginia
$9.36K +$76 +1 +0.8%
IFAM
178
Institutional & Family Asset Management
Colorado
$8K
PA
179
Parallel Advisors
California
$6K
CFN
180
Cordasco Financial Network
Florida
$5K
FHA
181
First Horizon Advisors
Tennessee
$5K
JWBC
182
John W. Brooker & Co
California
$5K
NFSG
183
Newbridge Financial Services Group
Florida
$4K +$3.81K +50 New
HR
184
Howe & Rusling
New York
$3K -$381 -5 -12%
FFA
185
Founders Financial Alliance
North Carolina
$3K
GWM
186
Geneos Wealth Management
Colorado
$3K
GWS
187
Glassman Wealth Services
Virginia
$3K
EWM
188
EPG Wealth Management
Georgia
$2K +$1.98K +26 New
ED
189
Exane Derivatives
France
$520
CIBC World Market
190
CIBC World Market
Ontario, Canada
-$1.43M -19,203 Closed
AWM
191
AE Wealth Management
Kansas
-$964K -12,910 Closed
CA
192
Continuum Advisory
Idaho
-$927K -12,414 Closed
BAAM
193
Baker Avenue Asset Management
California
-$835K -11,183 Closed
SMG
194
Smart Money Group
Texas
-$540K -9,713 Closed
FLI
195
Family Legacy Inc
South Carolina
-$503K -6,743 Closed
UCFA
196
United Capital Financial Advisors
Texas
-$239K -3,196 Closed
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
-$238K -3,185 Closed
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
-$226K -3,020 Closed
AA
199
AlphaMark Advisors
Kentucky
-$15K -200 Closed
HFA
200
HC Financial Advisors
California
-$4K -49 Closed