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WisdomTree International SmallCap Dividend Fund

195 hedge funds and large institutions have $324M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 184195 (+11)

1.21% more ownership

Funds ownership: 35.06%36.27% (+1.2%)

8% less capital invested

Capital invested by funds: $354M → $324M (-$29.9M)

30% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 74

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$50.6M -$1.16M -17,793 -2%
BW
2
BIP Wealth
Georgia
$17.4M +$2.17M +33,351 +14%
Bank of America
3
Bank of America
North Carolina
$13.5M +$653K +10,038 +5%
LI
4
LRI Investments
Florida
$12.7M -$10.8K -166 -0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$11.3M +$11.7M +179,316 New
Morgan Stanley
6
Morgan Stanley
New York
$10.1M -$2.79M -42,832 -21%
CCA
7
Checchi Capital Advisers
California
$7.93M +$57.6K +885 +0.7%
MCM
8
MAI Capital Management
Ohio
$7.57M -$609K -9,363 -7%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.48M -$427K -6,567 -5%
UBS Group
10
UBS Group
Switzerland
$7.12M -$202K -3,111 -3%
CAG
11
Csenge Advisory Group
Florida
$7.02M -$1.34M -20,633 -16%
CWM
12
Congress Wealth Management
Massachusetts
$6.47M +$54.9K +843 +0.8%
EAM
13
Evanson Asset Management
California
$5.38M -$67.2K -1,033 -1%
TCM
14
Telos Capital Management
California
$5.2M +$116K +1,780 +2%
GPWA
15
Great Point Wealth Advisors
Massachusetts
$5.03M -$34.3K -527 -0.7%
AOWM
16
Alpha Omega Wealth Management
Virginia
$4.87M +$148K +2,273 +3%
FTUS
17
Flow Traders U.S.
New York
$4.86M +$3.03M +46,511 +152%
AFG
18
Atomi Financial Group
New York
$4.75M +$1.31M +20,136 +36%
NCM
19
Neumann Capital Management
California
$4.45M +$225K +3,456 +5%
WMG
20
WESCAP Management Group
California
$4.34M +$213K +3,275 +5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.22M -$295K -4,530 -6%
Wells Fargo
22
Wells Fargo
California
$4.01M +$3.08M +47,341 +290%
EWM
23
Empirical Wealth Management
Washington
$3.8M +$165K +2,537 +4%
PP
24
PrairieView Partners
Minnesota
$3.69M +$182K +2,803 +5%
GSF
25
Grove Street Fiduciary
New Hampshire
$3.54M +$3.66M +56,230 New