We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Montag & Associates
Georgia
$28.3K +$176 +3 +0.7%
KFI
177
Key Financial Inc
Pennsylvania
$25.5K
Bessemer Group
178
Bessemer Group
New Jersey
$25K
US Bancorp
179
US Bancorp
Minnesota
$19.2K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$18.6K -$11.7K -200 -41%
SIS
181
Sound Income Strategies
Florida
$17.2K +$15.7K +269 New
TFGT
182
TS Financial Group (TSFG)
Illinois
$16K
CA
183
Crewe Advisors
Utah
$15.6K
ADL
184
Asset Dedication LLC
California
$14K
NCM
185
Northwest Capital Management
Oregon
$13.2K
AC
186
AlphaCore Capital
California
$11.8K
PB
187
Pinnacle Bancorp
Nebraska
$10.9K
HWP
188
Highline Wealth Partners
California
$10.2K +$9.36K +160 New
HWA
189
Heritage Wealth Advisors
Virginia
$8.92K +$59 +1 +0.7%
BSB
190
Bangor Savings Bank
Maine
$8.3K -$2.63K -45 -26%
IFAM
191
Institutional & Family Asset Management
Colorado
$6.96K
GWM
192
Geneos Wealth Management
Colorado
$6.38K
NFA
193
Northwest Financial Advisors
Virginia
$6K +$5.5K +94 New
TAM
194
Tucker Asset Management
Colorado
$5.04K +$59 +1 +1%
C
195
Covestor
United Kingdom
$5K -$1.58K -27 -26%
HNB
196
Huntington National Bank
Ohio
$4.34K
AF
197
Advisornet Financial
Minnesota
$3.7K -$1.81K -31 -35%
FFA
198
Founders Financial Alliance
North Carolina
$3.64K +$1.75K +30 +111%
EWM
199
EPG Wealth Management
Georgia
$3.63K
AWM
200
Able Wealth Management
New Jersey
$1.92K +$1.75K +30 New