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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$60.2M -$1.49M -24,290 -2%
EA
2
Efficient Advisors
Ohio
$26.1M -$807K -13,177 -3%
UBS Group
3
UBS Group
Switzerland
$21.5M -$391K -6,379 -2%
Bank of America
4
Bank of America
North Carolina
$19.5M -$15.9M -260,201 -45%
Morgan Stanley
5
Morgan Stanley
New York
$17.5M +$455K +7,430 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.7M +$1.26M +20,641 +8%
3LCM
7
3D/L Capital Management
Connecticut
$16M -$690K -11,263 -4%
FTUS
8
Flow Traders U.S.
New York
$15.3M +$8.66M +141,433 +128%
MHS
9
M Holdings Securities
Oregon
$13.1M +$70K +1,142 +0.5%
SWM
10
Shakespeare Wealth Management
Wisconsin
$12.9M +$105K +1,721 +0.8%
CAG
11
Csenge Advisory Group
Florida
$11.6M +$164K +2,683 +1%
RJA
12
Raymond James & Associates
Florida
$11.1M +$857K +13,986 +8%
Ameriprise
13
Ameriprise
Minnesota
$10.9M +$275K +4,497 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.9M -$842K -13,739 -7%
PAS
15
Park Avenue Securities
New York
$10.7M +$1.1M +17,982 +11%
MCM
16
MAI Capital Management
Ohio
$9.47M +$442K +7,217 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.57M -$376K -6,145 -4%
BW
18
BIP Wealth
Georgia
$7.88M +$7.93M +129,508 New
MWM
19
Marietta Wealth Management
Georgia
$7.48M +$1.46M +23,805 +24%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.62M -$408K -6,660 -6%
WMWM
21
Whitaker-Myers Wealth Managers
Ohio
$6.43M +$2.11M +34,410 +48%
CCM
22
Carlson Capital Management
Minnesota
$6.01M -$62.5K -1,020 -1%
EAM
23
Evanson Asset Management
California
$5.74M +$129K +2,110 +2%
GPWA
24
Great Point Wealth Advisors
Massachusetts
$5.56M -$86.6K -1,414 -2%
GIA
25
GHP Investment Advisors
Colorado
$5.52M -$882K -14,406 -14%