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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$50K
SCA
177
Snowden Capital Advisors
New York
$48K +$48.4K +657 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$44K -$22.5K -306 -34%
CAL
179
Capital Advisors Ltd
Ohio
$41K
CHA
180
Carmichael Hill & Associates
Maryland
$39K +$295 +4 +0.8%
BCM
181
Bourgeon Capital Management
Connecticut
$37K
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$34.8K
Bessemer Group
183
Bessemer Group
New Jersey
$29K
GLLW
184
Graves Light Lenhart Wealth
Virginia
$27K
JHCP
185
Jackson Hole Capital Partners
Oklahoma
$27K
NFG
186
Next Financial Group
Texas
$27K +$2.28K +31 +9%
FPS
187
Fieldpoint Private Securities
Connecticut
$26K +$7.36K +100 +39%
AWM
188
Accel Wealth Management
Iowa
$26K +$8.91K +121 +53%
C
189
Covestor
United Kingdom
$24K +$23.8K +323 New
IRC
190
Investors Research Corp
Georgia
$23K
TFGT
191
TS Financial Group (TSFG)
Illinois
$19K
DWP
192
Destiny Wealth Partners
Florida
$11K
RPCONE
193
Retirement Planning Company of New England
Rhode Island
$11K +$11K +150 New
IA
194
IFP Advisors
Florida
$10K
AWM
195
Aspire Wealth Management
Massachusetts
$10K +$9.87K +134 New
HWA
196
Heritage Wealth Advisors
Virginia
$9K +$74 +1 +0.8%
HNWA
197
Henrickson Nauta Wealth Advisors
Michigan
$9K +$9.5K +129 New
IFAM
198
Institutional & Family Asset Management
Colorado
$8K
RCM
199
Raleigh Capital Management
North Carolina
$8K +$8.03K +109 New
PA
200
Parallel Advisors
California
$6K