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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$53.4M -$2.18M -36,452 -4%
UBS Group
2
UBS Group
Switzerland
$19.7M -$72.2K -1,207 -0.4%
Bank of America
3
Bank of America
North Carolina
$17.5M +$1.65M +27,641 +10%
Morgan Stanley
4
Morgan Stanley
New York
$17.1M +$4.61K +77 +0%
3LCM
5
3D/L Capital Management
Connecticut
$13.8M -$552K -9,231 -4%
SWM
6
Shakespeare Wealth Management
Wisconsin
$13M +$461K +7,705 +4%
MHS
7
M Holdings Securities
Oregon
$12M +$3.65M +61,057 +41%
MCM
8
MAI Capital Management
Ohio
$12M +$538K +8,998 +5%
CAG
9
Csenge Advisory Group
Florida
$11.6M +$60.5K +1,011 +0.5%
RJA
10
Raymond James & Associates
Florida
$11.2M +$569K +9,519 +5%
FTUS
11
Flow Traders U.S.
New York
$11M +$5.45M +91,204 +91%
Ameriprise
12
Ameriprise
Minnesota
$10.9M +$540K +9,034 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.7M +$1.2M +20,085 +12%
Jane Street
14
Jane Street
New York
$9.02M +$1.27M +21,228 +16%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$9.01M +$3.14M +52,553 +54%
BW
16
BIP Wealth
Georgia
$8.78M +$318K +5,309 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.78M -$183K -3,068 -2%
CCM
18
Carlson Capital Management
Minnesota
$5.57M -$68K -1,137 -1%
EAM
19
Evanson Asset Management
California
$5.27M -$48.1K -805 -0.9%
GPWA
20
Great Point Wealth Advisors
Massachusetts
$4.99M -$113K -1,895 -2%
AWM
21
AE Wealth Management
Kansas
$4.91M +$185K +3,085 +4%
TCM
22
Telos Capital Management
California
$4.69M +$54.1K +905 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.53M -$905K -15,131 -16%
AOWM
24
Alpha Omega Wealth Management
Virginia
$4.34M +$440K +7,350 +11%
WMG
25
WESCAP Management Group
California
$3.98M -$28.4K -474 -0.7%