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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $360M invested in WisdomTree International SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

1% more funds holding

Funds holding: 196198 (+2)

0.45% less ownership

Funds ownership: 36.53%36.07% (-0.45%)

4% less capital invested

Capital invested by funds: $376M → $360M (-$16.1M)

26% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 76

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
56
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$62.8M -$2.09M -26,478 -3%
BW
2
BIP Wealth
Georgia
$21.9M +$120K +1,521 +0.6%
LI
3
LRI Investments
Florida
$15.9M -$308K -3,905 -2%
Bank of America
4
Bank of America
North Carolina
$14.7M +$236K +2,991 +2%
Morgan Stanley
5
Morgan Stanley
New York
$13M -$1.58M -19,979 -11%
HighTower Advisors
6
HighTower Advisors
Illinois
$9.33M -$147K -1,866 -2%
Corient Private Wealth
7
Corient Private Wealth
Florida
$9.14M +$6.85M +86,703 +333%
Raymond James Financial
8
Raymond James Financial
Florida
$8.8M -$54.3K -688 -0.6%
MCM
9
MAI Capital Management
Ohio
$7.88M -$145K -1,841 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.51M -$63.9K -809 -0.9%
AFG
11
Atomi Financial Group
New York
$6.92M -$555K -7,023 -8%
EAM
12
Evanson Asset Management
California
$6.77M -$17.5K -221 -0.3%
CAG
13
Csenge Advisory Group
Florida
$6.69M -$539K -6,828 -8%
Wells Fargo
14
Wells Fargo
California
$6.42M +$349K +4,415 +6%
UBS Group
15
UBS Group
Switzerland
$6.19M -$456K -5,772 -7%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$6.11M -$28.4K -360 -0.5%
CCA
17
Checchi Capital Advisers
California
$5.67M -$655K -8,291 -11%
NCM
18
Neumann Capital Management
California
$5.42M -$101K -1,278 -2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5.38M -$21.5K -272 -0.4%
WMG
20
WESCAP Management Group
California
$4.83M -$24K -304 -0.5%
WW
21
Waterfront Wealth
Kansas
$4.73M +$58.4K +739 +1%
EGWAG
22
Elwood & Goetz Wealth Advisory Group
Georgia
$4.63M +$553 +7 +0%
EWM
23
Empirical Wealth Management
Washington
$4.55M +$4.27K +54 +0.1%
LPL Financial
24
LPL Financial
California
$4.02M -$28.2K -357 -0.7%
GSF
25
Grove Street Fiduciary
New Hampshire
$3.6M -$366K -4,632 -9%