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WisdomTree Emerging Markets SmallCap Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1B → $1.06B (+$56.5M)

1.21% more ownership

Funds ownership: 61.9%63.11% (+1.2%)

1% more funds holding

Funds holding: 252255 (+3)

9% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
255
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
97
Reduced
89
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$253M -$18.8M -308,131 -7%
Bank of America
2
Bank of America
North Carolina
$77.1M +$7.24M +118,461 +10%
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$36.6M +$1.91M +31,242 +5%
Morgan Stanley
4
Morgan Stanley
New York
$33.4M +$1.99M +32,594 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$31.1M +$371K +6,074 +1%
UA
6
Unison Advisors
District of Columbia
$26.8M +$41.9K +685 +0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.5M +$1.58M +25,876 +6%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$25.9M +$1.86M +30,466 +8%
LPL Financial
9
LPL Financial
California
$25.1M -$1.69M -27,619 -6%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$22.7M +$973K +15,920 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.1M -$459K -7,504 -2%
Ameriprise
12
Ameriprise
Minnesota
$22M +$14M +229,343 +168%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$19.8M +$154K +2,511 +0.8%
Raymond James Financial
14
Raymond James Financial
Florida
$19.3M +$922K +15,081 +5%
GVAG
15
Great Valley Advisor Group
Delaware
$18.3M +$895K +14,646 +5%
PAS
16
Park Avenue Securities
New York
$15.6M +$642K +10,497 +4%
Wells Fargo
17
Wells Fargo
California
$15M +$282K +4,616 +2%
OMC
18
Old Mission Capital
Illinois
$14.1M +$13.1M +214,780 +1,128%
Cerity Partners
19
Cerity Partners
New York
$10M -$326K -5,333 -3%
BEAM
20
Baker Ellis Asset Management
Washington
$9.88M +$613K +10,026 +6%
CCA
21
Checchi Capital Advisers
California
$9.56M -$662K -10,836 -6%
NCM
22
Neumann Capital Management
California
$9.46M -$7.58K -124 -0.1%
BW
23
BIP Wealth
Georgia
$9.28M -$1.2M -19,688 -11%
PGA
24
Portland Global Advisors
Maine
$8.77M +$132K +2,162 +2%
CFP
25
Cascade Financial Partners
California
$8.66M +$426K +6,967 +5%