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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$56.7M -$971K -14,649 -2%
BW
2
BIP Wealth
Georgia
$16.7M +$2.97M +44,853 +23%
Bank of America
3
Bank of America
North Carolina
$14.1M -$508K -7,668 -4%
Morgan Stanley
4
Morgan Stanley
New York
$14.1M -$2.1M -31,633 -13%
LI
5
LRI Investments
Florida
$12.9M -$275K -4,149 -2%
RJA
6
Raymond James & Associates
Florida
$12.3M -$513K -7,740 -4%
MCM
7
MAI Capital Management
Ohio
$8.95M -$578K -8,729 -6%
CAG
8
Csenge Advisory Group
Florida
$8.89M -$3.07M -46,280 -26%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.65M +$79.4K +1,198 +1%
CCA
10
Checchi Capital Advisers
California
$8.64M -$171K -2,575 -2%
UBS Group
11
UBS Group
Switzerland
$8.03M -$9.21K -139 -0.1%
CWM
12
Congress Wealth Management
Massachusetts
$7.04M +$6.75M +101,949 New
MWM
13
Merriman Wealth Management
Washington
$6.16M +$5.91M +89,276 New
EAM
14
Evanson Asset Management
California
$5.97M -$107K -1,620 -2%
TCM
15
Telos Capital Management
California
$5.59M -$13.8K -208 -0.3%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$5.55M -$21.2K -320 -0.4%
AOWM
17
Alpha Omega Wealth Management
Virginia
$5.18M +$53.6K +809 +1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.93M -$278K -4,197 -6%
NCM
19
Neumann Capital Management
California
$4.65M -$205K -3,096 -4%
WMG
20
WESCAP Management Group
California
$4.53M +$204K +3,072 +5%
Jane Street
21
Jane Street
New York
$4.5M +$1.33M +20,026 +44%
EWM
22
Empirical Wealth Management
Washington
$4M -$55.3K -834 -1%
LPL Financial
23
LPL Financial
California
$3.91M -$2.49M -37,591 -40%
EGWAG
24
Elwood & Goetz Wealth Advisory Group
Georgia
$3.86M -$119K -1,802 -3%
PP
25
PrairieView Partners
Minnesota
$3.86M +$11.3K +171 +0.3%