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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
226
Victory Capital Management
Texas
-$13.9M -284,323 Closed
Jane Street
227
Jane Street
New York
-$4.97M -101,604 Closed
IWP
228
Invenio Wealth Partners
Florida
-$4.3M -87,912 Closed
DFP
229
Defined Financial Planning
California
-$2.08M -42,441 Closed
PAG
230
Private Advisor Group
New Jersey
-$1.86M -38,059 Closed
CIS
231
Custom Index Systems
New York
-$1.79M -36,665 Closed
FTUS
232
Flow Traders U.S.
New York
-$1.53M -31,248 Closed
Renaissance Technologies
233
Renaissance Technologies
New York
-$1.08M -22,000 Closed
IAA
234
Independent Advisor Alliance
North Carolina
-$760K -15,538 Closed
FH
235
Financial Harvest
Florida
-$728K -14,877 Closed
CIA
236
Choate Investment Advisors
Massachusetts
-$690K -14,100 Closed
OPWM
237
Oxinas Partners Wealth Management
Indiana
-$679K -13,882 Closed
OIA
238
OneDigital Investment Advisors
Kansas
-$495K -10,125 Closed
AWS
239
Atria Wealth Solutions
New York
-$351K -7,170 Closed
RA
240
RFG Advisory
Alabama
-$280K -5,729 Closed
CWM
241
Chemistry Wealth Management
New York
-$259K -5,295 Closed
LWM
242
Lionshead Wealth Management
New York
-$258K -5,268 Closed
SG
243
StoneX Group
New York
-$256K -5,227 Closed
OC
244
Optima Capital
Oregon
-$253K -5,164 Closed
BFG
245
Berger Financial Group
Minnesota
-$251K -5,134 Closed
SSB
246
Sandy Spring Bank
Maryland
-$47.7K -974 Closed
OC
247
Oarsman Capital
Wisconsin
-$44.9K -918 Closed
GSWM
248
Golden State Wealth Management
California
-$41K -838 Closed
VWM
249
Venturi Wealth Management
Texas
-$30.7K -628 Closed
T
250
Transce3nd
Texas
-$15.5K -317 Closed

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.