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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$90.9M -$2.54M -34,534 -3%
EA
2
Efficient Advisors
Ohio
$40.3M +$573K +7,777 +1%
Bank of America
3
Bank of America
North Carolina
$25.6M -$4.74M -64,358 -16%
3LCM
4
3D/L Capital Management
Connecticut
$22.3M +$202K +2,746 +0.9%
UBS Group
5
UBS Group
Switzerland
$19.3M -$40.3K -547 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$17.5M -$49.5K -672 -0.3%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.4M +$16.9M +230,133 +3,495%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.3M +$1.44M +19,618 +10%
SWM
9
Shakespeare Wealth Management
Wisconsin
$11.6M +$993K +13,480 +9%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$11.4M -$45.1K -612 -0.4%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$9.96M -$109K -1,475 -1%
CCM
12
Carlson Capital Management
Minnesota
$9.79M -$68.6K -931 -0.7%
Jane Street
13
Jane Street
New York
$9.72M +$7.47M +101,419 +332%
RJA
14
Raymond James & Associates
Florida
$9.46M +$8.11M +110,187 +601%
LPL Financial
15
LPL Financial
California
$9.42M +$482K +6,547 +5%
FTUS
16
Flow Traders U.S.
New York
$8.99M +$8.99M +122,062 New
GIA
17
GHP Investment Advisors
Colorado
$8.71M +$112K +1,519 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$8.06M +$718K +9,753 +10%
CJFS
19
Coulter & Justus Financial Services
Tennessee
$7.24M +$7.23M +98,237 New
BFG
20
Barber Financial Group
Kansas
$7.17M +$304K +4,126 +4%
TC
21
Tacita Capital
Ontario, Canada
$6.72M +$436K +5,920 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$6.37M +$4.66M +63,316 +273%
WMG
23
WESCAP Management Group
California
$6.36M +$22.5K +306 +0.4%
LFG
24
Larson Financial Group
Missouri
$5.98M -$327K -4,447 -5%
AF
25
Allworth Financial
California
$5.92M -$823K -11,171 -12%