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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$15K -$5.62K -88 -25%
TFGT
177
TS Financial Group (TSFG)
Illinois
$15K
JP Morgan Chase
178
JP Morgan Chase
New York
$14K -$2.56K -40 -14%
CPA
179
Cardiff Park Advisors
California
$14K +$447 +7 +3%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$13K +$14.1K +221 New
UWM
181
Urban Wealth Management
California
$12K +$12.8K +200 New
AWM
182
Accel Wealth Management
Iowa
$11K +$128 +2 +1%
HR
183
Howe & Rusling
New York
$10K +$8.24K +129 +349%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$9.91K +$185K +2,898 +2%
CA
185
Crewe Advisors
Utah
$9K +$9.9K +155 New
HWA
186
Heritage Wealth Advisors
Virginia
$8K +$192 +3 +2%
FFA
187
Founders Financial Alliance
North Carolina
$8K +$5.82K +91 +228%
IAMOG
188
Investors Asset Management of Georgia
Georgia
$8K +$8.31K +130 New
RCM
189
Raleigh Capital Management
North Carolina
$7K +$383 +6 +5%
AW
190
ACG Wealth
Georgia
$7K +$7.29K +114 New
IFAM
191
Institutional & Family Asset Management
Colorado
$6K
PA
192
Parallel Advisors
California
$5K
AF
193
Advisornet Financial
Minnesota
$5K +$64 +1 +1%
AA
194
Ancora Advisors
Ohio
$4K
CFN
195
Cordasco Financial Network
Florida
$4K
PA
196
PSI Advisors
Florida
$4K +$4.54K +71 New
NFSG
197
Newbridge Financial Services Group
Florida
$3K +$64 +1 +2%
GWS
198
Glassman Wealth Services
Virginia
$3K +$128 +2 +5%
GWM
199
Geneos Wealth Management
Colorado
$2K
HS
200
Horan Securities
United States
$2K