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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Neumann Capital Management
California
$7.58M +$33.1K +722 +0.4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$7.16M +$1.78M +38,775 +33%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$6.62M +$1.4M +30,519 +27%
BEAM
29
Baker Ellis Asset Management
Washington
$6.57M -$3.25M -71,044 -33%
TIM
30
Tortoise Investment Management
New York
$6.41M +$484K +10,562 +8%
OMC
31
Old Mission Capital
Illinois
$6.08M +$2.39M +52,276 +65%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.74M +$153K +3,348 +3%
LPL Financial
33
LPL Financial
California
$4.98M +$203K +4,429 +4%
PAS
34
Park Avenue Securities
New York
$4.68M +$589K +12,865 +14%
SPIA
35
Steward Partners Investment Advisory
New York
$4.64M +$389K +8,491 +9%
SPA
36
Shore Point Advisors
New Jersey
$4.39M +$145K +3,176 +3%
PGA
37
Portland Global Advisors
Maine
$4.29M +$465K +10,160 +12%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$4.02M +$1.55M +33,959 +63%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$3.81M -$410K -8,945 -10%
FTUS
40
Flow Traders U.S.
New York
$3.75M -$3.15M -68,707 -46%
SMC
41
Smith, Moore & Co
Missouri
$3.45M -$8.24K -180 -0.2%
Goldman Sachs
42
Goldman Sachs
New York
$3.43M +$3.43M +74,861 New
CA
43
Cetera Advisors
Colorado
$3.3M -$6.09K -133 -0.2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.84M +$150K +3,268 +6%
SS
45
Sound Stewardship
Kansas
$2.82M +$187K +4,083 +7%
CCA
46
Checchi Capital Advisers
California
$2.77M +$424K +9,251 +18%
OCFG
47
O'Connor Financial Group
Illinois
$2.74M +$2.74M +59,770 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.7M -$6.5K -142 -0.2%
KAS
49
Kestra Advisory Services
Texas
$2.67M +$415K +9,063 +18%
PA
50
Pinnacle Associates
New York
$2.43M -$120K -2,625 -5%
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