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WisdomTree International SmallCap Dividend Fund

196 hedge funds and large institutions have $354M invested in WisdomTree International SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $327M → $354M (+$27M)

3% more funds holding

Funds holding: 190196 (+6)

0.97% less ownership

Funds ownership: 36.4%35.43% (-0.97%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
53
Reduced
86
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$57M -$1.46M -20,765 -3%
BW
2
BIP Wealth
Georgia
$20.6M -$578K -8,251 -3%
LI
3
LRI Investments
Florida
$15M -$140K -1,996 -1%
Bank of America
4
Bank of America
North Carolina
$13.6M -$1.07M -15,239 -8%
Morgan Stanley
5
Morgan Stanley
New York
$12.2M -$202K -2,881 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.73M -$11K -157 -0.1%
MCM
7
MAI Capital Management
Ohio
$8.53M -$148K -2,106 -2%
CWM
8
Congress Wealth Management
Massachusetts
$8.33M +$29.3K +418 +0.4%
Raymond James Financial
9
Raymond James Financial
Florida
$8.06M +$46.6K +664 +0.6%
UBS Group
10
UBS Group
Switzerland
$7.92M -$33.6K -479 -0.5%
CCA
11
Checchi Capital Advisers
California
$6.92M -$2.37M -33,838 -27%
CAG
12
Csenge Advisory Group
Florida
$6.89M -$155K -2,216 -2%
AFG
13
Atomi Financial Group
New York
$6.47M -$54.6K -779 -0.9%
EAM
14
Evanson Asset Management
California
$6.38M +$19.6K +280 +0.3%
TCM
15
Telos Capital Management
California
$6.2M +$33.4K +476 +0.6%
Wells Fargo
16
Wells Fargo
California
$5.42M +$653K +9,314 +15%
NCM
17
Neumann Capital Management
California
$5.2M -$86.7K -1,237 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.88M -$144K -2,048 -3%
WMG
19
WESCAP Management Group
California
$4.62M -$388K -5,530 -8%
PP
20
PrairieView Partners
Minnesota
$4.47M +$488K +6,964 +13%
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$4.33M +$35K +499 +0.9%
EWM
22
Empirical Wealth Management
Washington
$4.26M -$51.2K -730 -1%
WW
23
Waterfront Wealth
Kansas
$4.07M +$61.7K +880 +2%
AOWM
24
Alpha Omega Wealth Management
Virginia
$4.04M +$53.2K +759 +1%
GSF
25
Grove Street Fiduciary
New Hampshire
$3.87M -$239K -3,405 -6%

DLS Hedge Fund Activity: Q2 2025 in Review

196 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q2 2025, worth a combined $354M — up 8.3% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DLS positions and 12 closed out — a net gain of 7 holders — while 53 added to existing stakes and 86 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.72M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.71M sold.

  • 196 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $354M of WisdomTree International SmallCap Dividend Fund stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 19 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q2 2025 and 12 closed out, a net change of +7 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q2 2025 was Citadel Advisors, an estimated $1.72M added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q2 2025 was Flow Traders U.S., an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2025.