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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
EPG Wealth Management
Georgia
$3.94K +$3.78K +57 New
RFG
177
REAP Financial Group
Texas
$3.45K -$592K -8,936 -99%
RWA
178
Redmont Wealth Advisors
Illinois
$2.9K
FFA
179
Founders Financial Alliance
North Carolina
$2.76K
SAM
180
Smartleaf Asset Management
Massachusetts
$2.41K -$1.36M -20,573 -100%
S
181
Sachetta
Massachusetts
$1.38K
PA
182
PSI Advisors
Florida
$1.04K
HR
183
Howe & Rusling
New York
$967
BWP
184
Baldwin Wealth Partners
Massachusetts
$57 -$66.2K -999 -100%
OMC
185
Old Mission Capital
Illinois
-$15.2M -240,147 Closed
FIM
186
Freedom Investment Management
Connecticut
-$14.4M -226,257 Closed
IWP
187
Invenio Wealth Partners
Florida
-$3.21M -50,635 Closed
LWM
188
Liberty Wealth Management
California
-$32K -32,291 Closed
FRA
189
FFG Retirement Advisors
Colorado
-$1.53M -24,122 Closed
RCM
190
Regency Capital Management
Hawaii
-$1.21M -19,073 Closed
TWD
191
True Wealth Design
Ohio
-$692K -10,903 Closed
RA
192
RFG Advisory
Alabama
-$493K -7,767 Closed
OPWM
193
Oxinas Partners Wealth Management
Indiana
-$467K -7,357 Closed
MLA
194
My Legacy Advisors
Oregon
-$453K -7,138 Closed
DAS
195
Dynamic Advisor Solutions
Arizona
-$422K -6,659 Closed
SW
196
Simplicity Wealth
New Jersey
-$407K -6,410 Closed
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
-$309K -4,864 Closed
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
-$261K -4,115 Closed
VF
199
Virtu Financial
New York
-$242K -3,814 Closed
RJFSA
200
Raymond James Financial Services Advisors
Florida
-$231K -3,638 Closed