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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $327M invested in WisdomTree International SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $325M → $327M (+$1.78M)

0.06% more ownership

Funds ownership: 36.34%36.4% (+0.06%)

3% less funds holding

Funds holding: 196190 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

44% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 91

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$51.4M -$1.58M -24,320 -3%
BW
2
BIP Wealth
Georgia
$18.7M +$461K +7,076 +3%
LI
3
LRI Investments
Florida
$13.4M
Bank of America
4
Bank of America
North Carolina
$13M -$1.17M -17,969 -8%
Morgan Stanley
5
Morgan Stanley
New York
$10.9M +$298K +4,580 +3%
CCA
6
Checchi Capital Advisers
California
$8.31M -$2.02K -31 -0%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.68M -$158K -2,420 -2%
MCM
8
MAI Capital Management
Ohio
$7.64M -$296K -4,547 -4%
CWM
9
Congress Wealth Management
Massachusetts
$7.3M +$505K +7,756 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$7.04M -$4.73M -72,665 -41%
UBS Group
11
UBS Group
Switzerland
$6.99M -$467K -7,172 -6%
CAG
12
Csenge Advisory Group
Florida
$6.43M -$946K -14,518 -13%
AFG
13
Atomi Financial Group
New York
$5.74M +$748K +11,481 +15%
EAM
14
Evanson Asset Management
California
$5.59M -$53.5K -821 -1%
TCM
15
Telos Capital Management
California
$5.42M -$36.7K -564 -0.7%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$5.21M -$61.6K -945 -1%
FTUS
17
Flow Traders U.S.
New York
$4.71M -$379K -5,822 -8%
NCM
18
Neumann Capital Management
California
$4.65M -$19.9K -305 -0.4%
WMG
19
WESCAP Management Group
California
$4.42M -$122K -1,879 -3%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$4.42M -$1.82K -28 -0%
Wells Fargo
21
Wells Fargo
California
$4.15M -$55.8K -856 -1%
EWM
22
Empirical Wealth Management
Washington
$3.79M -$191K -2,934 -5%
EGWAG
23
Elwood & Goetz Wealth Advisory Group
Georgia
$3.77M +$121K +1,855 +3%
GSF
24
Grove Street Fiduciary
New Hampshire
$3.63M -$82.9K -1,272 -2%
WW
25
Waterfront Wealth
Kansas
$3.52M +$213K +3,273 +7%

DLS Hedge Fund Activity: Q1 2025 in Review

190 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q1 2025, worth a combined $327M — up 0.55% from $325M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DLS and 14 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 51 added.

The largest buyer was Jane Street, adding an estimated $910K. The largest seller was Raymond James Financial, cutting an estimated $4.73M.

  • 190 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q1 2025, down from 196 in Q4 2024.
  • Funds reported $327M of WisdomTree International SmallCap Dividend Fund stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 14 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q1 2025 and 16 closed out, a net change of -2 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q1 2025 was Jane Street, an estimated $910K added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q1 2025 was Raymond James Financial, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2025.