DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

227 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.89M
PGA
27
Portland Global Advisors
Maine
$7.63M
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$7.59M
CFP
29
Cascade Financial Partners
California
$7.37M
PCG
30
Prosperity Consulting Group
Maryland
$7.14M
BEAM
31
Baker Ellis Asset Management
Washington
$7.14M
UBS Group
32
UBS Group
Switzerland
$6.99M
SWM
33
Stonebridge Wealth Management
Illinois
$6.73M
OCFG
34
O'Connor Financial Group
Illinois
$6.56M
IWM
35
Inlight Wealth Management
Georgia
$5.39M
SPIA
36
Steward Partners Investment Advisory
New York
$5.27M
ACM
37
Avos Capital Management
Washington
$5.27M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.09M
Baird Financial Group
39
Baird Financial Group
Wisconsin
$4.97M
SMC
40
Smith, Moore & Co
Missouri
$4.88M
SWAG
41
Spectrum Wealth Advisory Group
California
$4.6M
MML Investors Services
42
MML Investors Services
Massachusetts
$4.49M
BWM
43
BKM Wealth Management
Wisconsin
$4.37M
SPA
44
Shore Point Advisors
New Jersey
$4.28M
RF
45
rebel Financial
Ohio
$3.98M
OMC
46
Old Mission Capital
Illinois
$3.6M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.45M
BI
48
Beckerman Institutional
New Jersey
$3.38M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.36M
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$3.17M