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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$94.6M +$881K +12,456 +1%
EA
2
Efficient Advisors
Ohio
$39.8M -$4.78M -67,594 -11%
Bank of America
3
Bank of America
North Carolina
$30.7M -$2.9M -40,963 -9%
3LCM
4
3D/L Capital Management
Connecticut
$22.2M -$1.58M -22,276 -7%
Morgan Stanley
5
Morgan Stanley
New York
$16.5M -$2.3M -32,498 -12%
GPWA
6
Great Point Wealth Advisors
Massachusetts
$16M +$1.34M +18,928 +9%
UBS Group
7
UBS Group
Switzerland
$16M +$813K +11,492 +5%
MHS
8
M Holdings Securities
Oregon
$15M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.8M -$23.6K -334 -0.2%
SWM
10
Shakespeare Wealth Management
Wisconsin
$10.2M +$117K +1,649 +1%
CCM
11
Carlson Capital Management
Minnesota
$9.88M -$163K -2,309 -2%
LFG
12
Larson Financial Group
Missouri
$8.3M +$323K +4,566 +4%
AF
13
Allworth Financial
California
$8.25M -$1.32M -18,604 -14%
GIA
14
GHP Investment Advisors
Colorado
$8.07M +$304K +4,300 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.44M -$2.07M -29,296 -22%
TC
16
Tacita Capital
Ontario, Canada
$5.86M -$364K -5,150 -6%
BFG
17
Barber Financial Group
Kansas
$5.86M -$353K -4,993 -6%
RIA
18
RPG Investment Advisory
California
$5.68M -$98.3K -1,390 -2%
EAM
19
Evanson Asset Management
California
$5.65M -$78.5K -1,110 -1%
MCM
20
MAI Capital Management
Ohio
$5.49M -$4.6K -65 -0.1%
AAS
21
Avantax Advisory Services
Texas
$5.38M +$205K +2,901 +4%
Comerica Bank
22
Comerica Bank
Texas
$5.38M -$72.4K -1,023 -1%
WMG
23
WESCAP Management Group
California
$5.05M +$376K +5,312 +8%
PP
24
PrairieView Partners
Minnesota
$5.04M -$220K -3,112 -4%
JWA
25
JFS Wealth Advisors
Pennsylvania
$5.02M -$1.31M -18,469 -21%