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WisdomTree Emerging Markets SmallCap Dividend Fund

184 hedge funds and large institutions have $1.49B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 53

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

8% more capital invested

Capital invested by funds: $1.38B → $1.49B (+$110M)

5% more funds holding

Funds holding: 175184 (+9)

2.69% more ownership

Funds ownership: 62.71%65.4% (+2.7%)

53% less call options, than puts

Call options by funds: $358K | Put options by funds: $754K

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
77
Reduced
53
Closed
8
Calls
$358K
Puts
$754K
Net Calls
-$396K
Net Calls Change
-$314K
Name Holding Trade Value Shares
Change
Change in
Stake
UA
26
Unison Advisors
District of Columbia
$4.45M +$186K +3,429 +4%
SMC
27
Smith, Moore & Co
Missouri
$4.39M +$65.1K +1,198 +1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.37M +$2.6M +47,799 +141%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$4.26M -$84.7K -1,559 -2%
AMAL
30
Asset Management Advisors LLC
Oklahoma
$3.9M -$97K -1,785 -2%
OMC
31
Old Mission Capital
Illinois
$3.9M -$3.09M -56,853 -44%
KPCM
32
Kings Point Capital Management
New York
$3.8M +$31.1K +572 +0.8%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$3.75M +$1.05M +19,400 +38%
CFA
34
Carroll Financial Associates
North Carolina
$3.45M +$204K +3,760 +6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.34M +$80.1K +1,475 +2%
PGA
36
Portland Global Advisors
Maine
$3.19M +$337K +6,210 +12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.04M +$229K +4,220 +8%
TC
38
Tacita Capital
Ontario, Canada
$3.04M -$16.3K -300 -0.5%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$2.82M +$200K +3,673 +7%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.78M +$2.31M +42,467 +443%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.71M -$1.04M -19,179 -27%
PA
42
Pinnacle Associates
New York
$2.71M -$64K -1,178 -2%
TYCC
43
Texas Yale Capital Corp
Florida
$2.69M
WMG
44
WESCAP Management Group
California
$2.65M +$90K +1,656 +3%
CFSG
45
Community Financial Services Group
Vermont
$2.61M +$2.66K +49 +0.1%
PMG
46
ProVise Management Group
Florida
$2.6M -$54.2K -998 -2%
FPS
47
Fieldpoint Private Securities
Connecticut
$2.48M +$278K +5,111 +12%
CM
48
Columbus Macro
Pennsylvania
$2.38M -$1.58M -29,096 -40%
AIA
49
Armor Investment Advisors
North Carolina
$2.28M +$28.3K +521 +1%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$2.2M +$1.37M +25,276 +160%