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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
Heritage Wealth Advisors
Virginia
$8.19K +$183 +3 +2%
IFAM
177
Institutional & Family Asset Management
Colorado
$6.48K
FA
178
Fiduciary Alliance
South Carolina
$4.28K +$4.39K +72 New
NA
179
NewEdge Advisors
Louisiana
$4.06K +$61 +1 +1%
EWM
180
EPG Wealth Management
Georgia
$3.63K -$1.34K -22 -27%
BTI
181
Blue Trust Inc
Georgia
$3K
GWM
182
Geneos Wealth Management
Colorado
$2.97K -$92.3K -1,513 -97%
HS
183
Horan Securities
United States
$1.84K
FFA
184
Founders Financial Alliance
North Carolina
$1.61K
CCMI
185
Creative Capital Management Investments
California
$1.19K
AF
186
Advisornet Financial
Minnesota
$1.01K
PA
187
PSI Advisors
Florida
$892
HR
188
Howe & Rusling
New York
$833 -$549 -9 -39%
NC
189
NewSquare Capital
Pennsylvania
$773 +$793 +13 New
PAS
190
Park Avenue Securities
New York
-$10.7M -174,952 Closed
RWA
191
Rooted Wealth Advisors
Illinois
-$1.78M -28,709 Closed
CIBC World Market
192
CIBC World Market
Ontario, Canada
-$910K -14,939 Closed
AWS
193
Atria Wealth Solutions
New York
-$521K -8,545 Closed
SF
194
Summit Financial
New Jersey
-$375K -6,151 Closed
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
-$285K -4,684 Closed
MMA
196
Miracle Mile Advisors
California
-$231K -3,795 Closed
BB
197
Busey Bank
Illinois
-$204K -3,347 Closed
SFM
198
Signet Financial Management
New Jersey
-$201K -3,292 Closed
CRWM
199
Castle Rock Wealth Management
California
-$201K -3,240 Closed
IBOK
200
Independence Bank of Kentucky
Kentucky
-$79.2K -1,300 Closed