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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
176
Blue Trust Inc
Georgia
$9K +$5.32K +89 +156%
HWA
177
Heritage Wealth Advisors
Virginia
$7.97K +$60 +1 +0.7%
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$7.47K +$7.78K +130 New
IFAM
179
Institutional & Family Asset Management
Colorado
$6.26K
C
180
Covestor
United Kingdom
$6K -$2.45K -41 -28%
GWM
181
Geneos Wealth Management
Colorado
$5.75K +$2.99K +50 +100%
AF
182
Advisornet Financial
Minnesota
$5.12K +$4.31K +72 +424%
TAM
183
Tucker Asset Management
Colorado
$4.51K +$4.67K +78 New
NA
184
NewEdge Advisors
Louisiana
$3.95K +$60 +1 +1%
EWM
185
EPG Wealth Management
Georgia
$3.39K -$120 -2 -3%
FFA
186
Founders Financial Alliance
North Carolina
$1.55K
PA
187
PSI Advisors
Florida
$862
FGAM
188
Financial Gravity Asset Management
Texas
$172 +$179 +3 New
GI
189
Gradient Investments
Minnesota
$43 +$60 +1 New
WMWM
190
Whitaker-Myers Wealth Managers
Ohio
-$7.14M -120,116 Closed
KWM
191
Kingsview Wealth Management
Oregon
-$1.09M -18,395 Closed
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
-$706K -11,879 Closed
S
193
SimplyRich
California
-$475K -7,995 Closed
MWM
194
Marietta Wealth Management
Georgia
-$364K -6,124 Closed
BFG
195
Beacon Financial Group
Texas
-$280K -4,760 Closed
CA
196
Calton & Associates
Florida
-$245K -4,122 Closed
MML Investors Services
197
MML Investors Services
Massachusetts
-$239K -4,022 Closed
Renaissance Technologies
198
Renaissance Technologies
New York
-$238K -4,000 Closed
WS
199
Wedbush Securities
California
-$206K -3,466 Closed
DC
200
Davenport & Co
Virginia
-$205K -3,454 Closed