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WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$7.89M +$1.07M +20,916 +17%
BC
27
Broadwater Capital
Massachusetts
$7.79M +$392K +7,648 +5,424%
PGA
28
Portland Global Advisors
Maine
$7.63M +$222K +4,329 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$7.59M +$80.2K +1,567 +1%
CFP
30
Cascade Financial Partners
California
$7.37M -$252K -4,923 -4%
PCG
31
Prosperity Consulting Group
Maryland
$7.14M -$495K -9,668 -7%
BEAM
32
Baker Ellis Asset Management
Washington
$7.14M +$193K +3,779 +3%
UBS Group
33
UBS Group
Switzerland
$6.99M -$3M -58,563 -32%
SWM
34
Stonebridge Wealth Management
Illinois
$6.73M +$6.24M +121,797 New
OCFG
35
O'Connor Financial Group
Illinois
$6.56M +$299K +5,833 +5%
IWM
36
Inlight Wealth Management
Georgia
$5.39M -$238K -4,643 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$5.27M +$81.2K +1,586 +2%
ACM
38
Avos Capital Management
Washington
$5.27M +$1.18M +23,119 +32%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.09M +$493K +9,627 +12%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.97M +$298K +5,815 +7%
SMC
41
Smith, Moore & Co
Missouri
$4.88M -$81.6K -1,593 -2%
SWAG
42
Spectrum Wealth Advisory Group
California
$4.6M -$5.33M -104,189 -56%
MML Investors Services
43
MML Investors Services
Massachusetts
$4.49M +$485K +9,475 +13%
BWM
44
BKM Wealth Management
Wisconsin
$4.37M -$54.5K -1,065 -1%
CWL
45
Causey Wealth LLC
Colorado
$4.33M -$1.04M -20,363 -21%
SPA
46
Shore Point Advisors
New Jersey
$4.28M +$75K +1,465 +2%
RF
47
rebel Financial
Ohio
$3.98M +$3.69M +71,998 New
OMC
48
Old Mission Capital
Illinois
$3.6M -$16.9M -330,092 -84%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.45M -$7.53M -147,122 -70%
BI
50
Beckerman Institutional
New Jersey
$3.38M +$143K +2,799 +5%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.