Funds holding WisdomTree International SmallCap Dividend Fund
ISIN US97717W7609 · United States · LEI 549300GPLEBOIFTJ3I32
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 35.8K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 401 | 35.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.01 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 401 | -42.7 % |
| 2025Q4 | 1 | 0 | 700 | 0.0 % |
| 2025Q3 | 1 | -2 | 700 | +21.3 % |
| 2024Q3 | 3 | 0 | 577 | +9.7 % |
| 2024Q2 | 3 | +1 | 526 | +195.5 % |
| 2024Q1 | 2 | 178 |
Institutional managers
204 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Savant Capital, LLC | 751,429 | 61.2M $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 259,514 | 21.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 257,909 | 21M $ | as of Mar 31, 2026 |
| LRI Investments, LLC | 193,374 | 15.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 156,725 | 12.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 114,526 | 9.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 107,958 | 8.8M $ | as of Mar 31, 2026 |
| MAI Capital Management | 97,869 | 8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 91,702 | 7.5M $ | as of Mar 31, 2026 |
| Compound Planning, Inc. | 83,147 | 6.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 82,305 | 6.7M $ | as of Mar 31, 2026 |
| Evanson Asset Management, LLC | 81,887 | 6.7M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 73,724 | 6M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 70,662 | 5.8K $ | as of Mar 31, 2026 |
| Great Point Wealth Advisors, LLC | 69,693 | 5.7M $ | as of Mar 31, 2026 |
| Neumann Capital Management, LLC | 66,219 | 5.4M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 60,505 | 4.9M $ | as of Mar 31, 2026 |
| WESCAP Management Group, Inc. | 60,393 | 4.9M $ | as of Mar 31, 2026 |
| Checchi Capital Advisers, LLC | 59,259 | 4.8M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 57,731 | 4.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 57,327 | 4.7M $ | as of Mar 31, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | 56,513 | 4.6M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,243 | 4.6M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 52,823 | 4.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 49,922 | 4.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree International SmallCap Dividend Fund". https://titelia.com/en/stocks/wisdomtree-international-smallcap-dividend-fund-US97717W7609