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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
CCA
26
Checchi Capital Advisers
California
$8.63M +$201K +4,092 +2%
NCM
27
Neumann Capital Management
California
$8.02M -$11.6K -236 -0.1%
CAG
28
Csenge Advisory Group
Florida
$7.39M -$143K -2,923 -2%
PCG
29
Prosperity Consulting Group
Maryland
$6.71M -$240K -4,897 -3%
CFP
30
Cascade Financial Partners
California
$6.68M +$388K +7,907 +6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$6.56M +$179K +3,648 +3%
PGA
32
Portland Global Advisors
Maine
$6.46M +$210K +4,289 +3%
BEAM
33
Baker Ellis Asset Management
Washington
$6.06M -$68.9K -1,405 -1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$5.93M +$5.61M +114,366 +1,380%
Ameriprise
35
Ameriprise
Minnesota
$5.9M -$11.9M -243,226 -67%
OCFG
36
O'Connor Financial Group
Illinois
$5.35M +$248K +5,049 +5%
IWM
37
Inlight Wealth Management
Georgia
$4.94M -$456K -9,288 -8%
CWL
38
Causey Wealth LLC
Colorado
$4.77M -$623K -12,693 -11%
SPIA
39
Steward Partners Investment Advisory
New York
$4.53M -$456K -9,299 -9%
SMC
40
Smith, Moore & Co
Missouri
$4.34M +$177K +3,618 +4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$4.06M +$47.7K +973 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.99M +$829K +16,902 +26%
BWM
43
BKM Wealth Management
Wisconsin
$3.88M +$69.6K +1,419 +2%
SPA
44
Shore Point Advisors
New Jersey
$3.67M -$32.7K -667 -0.9%
GPWA
45
Great Point Wealth Advisors
Massachusetts
$3.67M -$73.7K -1,502 -2%
EFS
46
Econ Financial Services
Pennsylvania
$3.62M +$3.68M +74,924 New
ACM
47
Avos Capital Management
Washington
$3.49M +$65.3K +1,331 +2%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.47M +$1.82M +37,010 +106%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.84M -$259K -5,273 -8%
BI
50
Beckerman Institutional
New Jersey
$2.82M +$189K +3,850 +7%

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.