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WisdomTree International SmallCap Dividend Fund

201 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $428M (-$22.4M)

1.96% less ownership

Funds ownership: 41.02%39.06% (-2%)

2% less funds holding

Funds holding: 206201 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 86

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
64
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$26K
US Bancorp
177
US Bancorp
Minnesota
$19.6K
CA
178
Crewe Advisors
Utah
$16K
ADL
179
Asset Dedication LLC
California
$14K
NCM
180
Northwest Capital Management
Oregon
$13.5K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$13K -$5.83K -92 -32%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$11.5K -$161K -2,548 -94%
PB
183
Pinnacle Bancorp
Nebraska
$11.1K
HWP
184
Highline Wealth Partners
California
$10.5K +$63 +1 +0.6%
HWA
185
Heritage Wealth Advisors
Virginia
$9.18K +$63 +1 +0.7%
BSB
186
Bangor Savings Bank
Maine
$8.48K
SPIA
187
Steward Partners Investment Advisory
New York
$7.83K +$7.6K +120 New
IFAM
188
Institutional & Family Asset Management
Colorado
$7.11K
TAM
189
Tucker Asset Management
Colorado
$5.18K +$63 +1 +1%
C
190
Covestor
United Kingdom
$5K +$253 +4 +5%
Russell Investments Group
191
Russell Investments Group
United Kingdom
$4.57K +$4.43K +70 New
EWM
192
EPG Wealth Management
Georgia
$3.85K
AF
193
Advisornet Financial
Minnesota
$3.78K
OWA
194
Opal Wealth Advisors
New York
$2.74K +$2.66K +42 New
FFA
195
Founders Financial Alliance
North Carolina
$2.09K -$1.58K -25 -44%
FFWA
196
FRG Family Wealth Advisors
Washington
$1.66K +$1.65K +26 New
S
197
Sachetta
Massachusetts
$1.28K
PA
198
PSI Advisors
Florida
$978
HR
199
Howe & Rusling
New York
$913
TRCT
200
Tower Research Capital (TRC)
New York
$196 -$127 -2 -40%