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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

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, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+6
Holders Change %
+2.71%
% of All Funds
3.04%
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
71
Reduced
85
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$13M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$18.5M
3
Raymond James Financial
Raymond James Financial
Florida
$13.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
$2.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.69M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$300M
2
OMC
Old Mission Capital
Illinois
$3.6M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.79M
4
UA
Unison Advisors
District of Columbia
$29.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$7.89M +$1.16M +20,916 +17%
PGA
27
Portland Global Advisors
Maine
$7.63M +$239K +4,329 +3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$7.59M +$86.6K +1,567 +1%
CFP
29
Cascade Financial Partners
California
$7.37M -$272K -4,923 -4%
PCG
30
Prosperity Consulting Group
Maryland
$7.14M -$534K -9,668 -7%
BEAM
31
Baker Ellis Asset Management
Washington
$7.14M +$209K +3,779 +3%
UBS Group
32
UBS Group
Switzerland
$6.99M -$3.24M -58,563 -32%
SWM
33
Stonebridge Wealth Management
Illinois
$6.73M +$6.73M +121,797 New
OCFG
34
O'Connor Financial Group
Illinois
$6.56M +$328K +5,833 +5%
IWM
35
Inlight Wealth Management
Georgia
$5.39M -$256K -4,643 -5%
SPIA
36
Steward Partners Investment Advisory
New York
$5.27M +$87.6K +1,586 +2%
ACM
37
Avos Capital Management
Washington
$5.27M +$1.28M +23,119 +32%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.09M +$532K +9,627 +12%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$4.97M +$321K +5,815 +7%
SMC
40
Smith, Moore & Co
Missouri
$4.88M -$88K -1,593 -2%
SWAG
41
Spectrum Wealth Advisory Group
California
$4.6M -$5.76M -104,189 -56%
MML Investors Services
42
MML Investors Services
Massachusetts
$4.49M +$523K +9,475 +13%
BWM
43
BKM Wealth Management
Wisconsin
$4.37M -$58.8K -1,065 -1%
SPA
44
Shore Point Advisors
New Jersey
$4.28M +$80.9K +1,465 +2%
RF
45
rebel Financial
Ohio
$3.98M +$3.98M +71,998 New
OMC
46
Old Mission Capital
Illinois
$3.6M -$18.2M -330,092 -84%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.45M -$8.13M -147,122 -70%
BI
48
Beckerman Institutional
New Jersey
$3.38M +$155K +2,799 +5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.36M +$1.3M +23,591 +63%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$3.17M -$84K -1,521 -3%
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