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WisdomTree International SmallCap Dividend Fund

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $427M (-$22.4M)

1.96% less ownership

Funds ownership: 40.96%39% (-2%)

2% less funds holding

Funds holding: 205200 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
63
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$57.4M -$1.34M -21,189 -2%
Bank of America
2
Bank of America
North Carolina
$26.9M +$11.2M +177,327 +75%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M -$14.1M -222,875 -44%
SWM
4
Shakespeare Wealth Management
Wisconsin
$16.2M +$569K +8,983 +4%
FIM
5
Freedom Investment Management
Connecticut
$14.7M -$555K -8,754 -4%
LI
6
LRI Investments
Florida
$13.5M +$13.1M +206,665 New
CAG
7
Csenge Advisory Group
Florida
$13.1M -$178K -2,815 -1%
BW
8
BIP Wealth
Georgia
$12.2M +$1.65M +26,067 +16%
UBS Group
9
UBS Group
Switzerland
$12.1M -$144K -2,279 -1%
RJA
10
Raymond James & Associates
Florida
$12M -$110K -1,731 -0.9%
MCM
11
MAI Capital Management
Ohio
$10M -$986K -15,566 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$8.92M +$604K +9,527 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.19M -$46.9K -740 -0.6%
CCA
14
Checchi Capital Advisers
California
$7.82M -$1.17M -18,503 -13%
EAM
15
Evanson Asset Management
California
$5.94M -$12.5K -198 -0.2%
LPL Financial
16
LPL Financial
California
$5.51M +$1.24M +19,505 +30%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$5.38M -$178K -2,815 -3%
TCM
18
Telos Capital Management
California
$5.25M -$90.2K -1,423 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.1M +$287K +4,534 +6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$5.03M -$199K -3,133 -4%
AOWM
21
Alpha Omega Wealth Management
Virginia
$4.82M +$127K +2,010 +3%
NCM
22
Neumann Capital Management
California
$4.59M +$571K +9,009 +15%
Citadel Advisors
23
Citadel Advisors
Florida
$4.25M +$2.9M +45,787 +236%
AFG
24
Atomi Financial Group
New York
$4.14M +$3.12M +49,277 +346%
WMG
25
WESCAP Management Group
California
$4.06M -$51K -805 -1%