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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$54.1M -$427K -7,339 -0.7%
Bank of America
2
Bank of America
North Carolina
$30.4M +$2.31M +39,589 +7%
EA
3
Efficient Advisors
Ohio
$23.6M +$432K +7,420 +2%
UBS Group
4
UBS Group
Switzerland
$21.5M -$3.27M -56,165 -12%
3LCM
5
3D/L Capital Management
Connecticut
$14M +$834K +14,322 +6%
MHS
6
M Holdings Securities
Oregon
$13.4M +$3.4M +58,426 +29%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M -$894K -15,352 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.6M +$400K +6,878 +3%
SWM
9
Shakespeare Wealth Management
Wisconsin
$10.2M +$1.22M +21,004 +12%
CAG
10
Csenge Advisory Group
Florida
$9.51M +$4.46M +76,677 +71%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.75M -$690K -11,849 -7%
RJA
12
Raymond James & Associates
Florida
$7.88M +$397K +6,822 +5%
MCM
13
MAI Capital Management
Ohio
$7.46M +$1.83M +31,406 +28%
Ameriprise
14
Ameriprise
Minnesota
$7.33M +$916K +15,726 +12%
PAS
15
Park Avenue Securities
New York
$6.52M +$1.43M +24,599 +24%
GIA
16
GHP Investment Advisors
Colorado
$6.27M -$113K -1,943 -2%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$6.18M -$198K -3,400 -3%
CCM
18
Carlson Capital Management
Minnesota
$5.76M -$608K -10,435 -9%
EAM
19
Evanson Asset Management
California
$4.71M +$1.32M +22,718 +33%
MWM
20
Marietta Wealth Management
Georgia
$4.64M +$1.01M +17,430 +24%
CCA
21
Checchi Capital Advisers
California
$4.55M -$902K -15,497 -15%
WMG
22
WESCAP Management Group
California
$4.54M -$10.9K -187 -0.2%
FTUS
23
Flow Traders U.S.
New York
$4.25M +$4.82M +82,695 New
CJFS
24
Coulter & Justus Financial Services
Tennessee
$4.08M -$1.06M -18,231 -19%
TC
25
Tacita Capital
Ontario, Canada
$4.05M -$881K -15,125 -16%