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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$94.1M -$2.19M -28,755 -2%
EA
2
Efficient Advisors
Ohio
$40.1M -$320K -4,207 -0.8%
Bank of America
3
Bank of America
North Carolina
$30.6M +$41.9K +550 +0.1%
3LCM
4
3D/L Capital Management
Connecticut
$22.3M +$11.6K +153 +0.1%
UBS Group
5
UBS Group
Switzerland
$19.5M +$291K +3,824 +1%
Morgan Stanley
6
Morgan Stanley
New York
$17.7M +$324K +4,258 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14M +$991K +13,017 +7%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$12M -$819K -10,761 -7%
Comerica Bank
9
Comerica Bank
Texas
$10.8M +$5.47M +71,848 +102%
SWM
10
Shakespeare Wealth Management
Wisconsin
$10.7M +$246K +3,233 +2%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$10.1M -$6.7K -88 -0.1%
CCM
12
Carlson Capital Management
Minnesota
$9.94M -$73.1K -960 -0.7%
LPL Financial
13
LPL Financial
California
$9.01M +$2.84M +37,247 +44%
GIA
14
GHP Investment Advisors
Colorado
$8.67M +$143K +1,882 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.4M +$574K +7,538 +8%
BFG
16
Barber Financial Group
Kansas
$6.92M +$548K +7,194 +8%
AF
17
Allworth Financial
California
$6.79M -$1.02M -13,435 -13%
WMG
18
WESCAP Management Group
California
$6.39M +$595K +7,810 +10%
LFG
19
Larson Financial Group
Missouri
$6.36M -$2.56M -33,603 -28%
TC
20
Tacita Capital
Ontario, Canada
$6.34M +$96.7K +1,270 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.05M -$457K -6,000 -7%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$5.98M +$1.94M +25,500 +46%
MCM
23
MAI Capital Management
Ohio
$5.85M +$79.6K +1,045 +1%
AAS
24
Avantax Advisory Services
Texas
$5.74M +$66.1K +868 +1%
RIA
25
RPG Investment Advisory
California
$5.67M -$143K -1,883 -2%