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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
S
201
Sachetta
Massachusetts
$1.28K +$1.17K +20 New
PA
202
PSI Advisors
Florida
$958
HR
203
Howe & Rusling
New York
$894 +$819 +14 New
FGAM
204
Financial Gravity Asset Management
Texas
$373 +$176 +3 +100%
TRCT
205
Tower Research Capital (TRC)
New York
$319 +$293 +5 New
ACA
206
Aptus Capital Advisors
Alabama
$255 +$234 +4 New
GI
207
Gradient Investments
Minnesota
$48
3LCM
208
3D/L Capital Management
Connecticut
-$13.8M -240,789 Closed
EA
209
Efficient Advisors
Ohio
-$1.59M -27,607 Closed
VF
210
Virtu Financial
New York
-$442K -7,687 Closed
LNWTC
211
Laird Norton Wetherby Trust Company
Washington
-$390K -6,780 Closed
MCA
212
Maryland Capital Advisors
Maryland
-$365K -6,357 Closed
MIAS
213
Mason Investment Advisory Services
Virginia
-$282K -4,912 Closed
MWM
214
Modera Wealth Management
New Jersey
-$223K -3,887 Closed
Baird Financial Group
215
Baird Financial Group
Wisconsin
-$213K -3,701 Closed
CCM
216
Coldstream Capital Management
Washington
-$210K -3,656 Closed
FFA
217
Farther Finance Advisors
California
-$28.5K -496 Closed
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
-$12K -207 Closed
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
-$7.47K -130 Closed
NA
220
NewEdge Advisors
Louisiana
-$3.95K -69 Closed