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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
LPL Financial
3
LPL Financial
California
$23M
4
CCA
4
Checchi Capital Advisers
California
$10.2M
5
LWP
5
Laurel Wealth Planning
Minnesota
$5.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$64.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$20M
5
CA
5
Cetera Advisors
Colorado
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$10.1M -$261K -5,236 -3%
EA
27
Efficient Advisors
Ohio
$10.1M -$149K -2,994 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$10M -$61.2K -1,226 -0.6%
TIM
29
Tortoise Investment Management
New York
$8.32M +$500K +10,010 +6%
NCM
30
Neumann Capital Management
California
$8.32M -$45.5K -912 -0.5%
Ameriprise
31
Ameriprise
Minnesota
$7.97M -$552K -11,004 -6%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$7.57M -$913K -18,289 -11%
PAS
33
Park Avenue Securities
New York
$7.33M +$403K +8,083 +6%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$6.38M +$29K +581 +0.5%
BEAM
35
Baker Ellis Asset Management
Washington
$6.1M -$802K -16,072 -12%
LWP
36
Laurel Wealth Planning
Minnesota
$5.66M +$4.71M +94,390 +495%
SPA
37
Shore Point Advisors
New Jersey
$5.56M +$248K +4,966 +5%
PGA
38
Portland Global Advisors
Maine
$5.3M +$211K +4,219 +4%
SPIA
39
Steward Partners Investment Advisory
New York
$5.27M +$136K +2,732 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.01M +$134K +2,685 +3%
SMC
41
Smith, Moore & Co
Missouri
$3.79M +$16.9K +338 +0.4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.54M +$301K +6,037 +9%
OCFG
43
O'Connor Financial Group
Illinois
$3.51M +$121K +2,425 +4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$63.3K -1,268 -2%
PAG
45
Private Advisor Group
New Jersey
$3.11M +$102K +2,048 +3%
SS
46
Sound Stewardship
Kansas
$3.1M +$64K +1,282 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.73M +$30.4K +609 +1%
AA
48
AlphaQ Advisors
Florida
$2.59M +$496K +9,931 +24%
TYCC
49
Texas Yale Capital Corp
Florida
$2.5M – – –
PA
50
Pinnacle Associates
New York
$2.4M -$241K -4,819 -9%
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