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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$61.8M -$166K -2,593 -0.2%
Bank of America
2
Bank of America
North Carolina
$32.2M +$7.26M +113,618 +26%
UBS Group
3
UBS Group
Switzerland
$27.6M +$8.95M +140,043 +42%
EA
4
Efficient Advisors
Ohio
$26.4M -$2.73M -42,734 -9%
3LCM
5
3D/L Capital Management
Connecticut
$15.1M -$2.9M -45,446 -15%
Morgan Stanley
6
Morgan Stanley
New York
$14.8M +$744K +11,635 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M -$244K -3,814 -2%
MHS
8
M Holdings Securities
Oregon
$11.8M -$82.6K -1,292 -0.6%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.6M -$858K -13,425 -7%
SWM
10
Shakespeare Wealth Management
Wisconsin
$10.3M +$484K +7,579 +4%
RJA
11
Raymond James & Associates
Florida
$8.54M +$1.06M +16,665 +13%
Ameriprise
12
Ameriprise
Minnesota
$7.39M +$809K +12,657 +11%
GIA
13
GHP Investment Advisors
Colorado
$7.23M +$292K +4,564 +4%
GPWA
14
Great Point Wealth Advisors
Massachusetts
$7.21M -$566K -8,853 -7%
CCM
15
Carlson Capital Management
Minnesota
$7.14M -$479K -7,498 -6%
MCM
16
MAI Capital Management
Ohio
$6.63M +$1.94M +30,281 +36%
CCA
17
Checchi Capital Advisers
California
$6.38M +$6.64M +103,973 New
CAG
18
Csenge Advisory Group
Florida
$6.32M +$6.91M +108,174 New
PAS
19
Park Avenue Securities
New York
$5.97M +$678K +10,603 +12%
CJFS
20
Coulter & Justus Financial Services
Tennessee
$5.7M +$6.24M +97,608 New
TC
21
Tacita Capital
Ontario, Canada
$5.48M +$93.3K +1,460 +2%
LPL Financial
22
LPL Financial
California
$5.32M +$521K +8,149 +10%
WMG
23
WESCAP Management Group
California
$5.16M -$1.31M -20,515 -19%
LFG
24
Larson Financial Group
Missouri
$4.61M -$86.9K -1,360 -2%
MWM
25
Marietta Wealth Management
Georgia
$4.25M -$145K -2,267 -3%