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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$8.15M -$712K -12,572 -8%
PGA
27
Portland Global Advisors
Maine
$8.07M +$190K +3,345 +2%
CFP
28
Cascade Financial Partners
California
$7.71M +$90.3K +1,594 +1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$7.61M -$231K -4,081 -3%
SWM
30
Stonebridge Wealth Management
Illinois
$6.83M -$124K -2,196 -2%
OCFG
31
O'Connor Financial Group
Illinois
$6.82M +$159K +2,798 +2%
PCG
32
Prosperity Consulting Group
Maryland
$6.68M -$698K -12,326 -10%
ACM
33
Avos Capital Management
Washington
$6.58M +$1.13M +19,914 +21%
UBS Group
34
UBS Group
Switzerland
$6.54M -$683K -12,046 -10%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.46M +$189K +3,339 +4%
SPIA
36
Steward Partners Investment Advisory
New York
$5.23M -$216K -3,815 -4%
SMA
37
Seven Mile Advisory
New Jersey
$5.21M +$5.17M +91,183 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$5.14M +$737 +13 +0%
SMC
39
Smith, Moore & Co
Missouri
$5.11M +$68.1K +1,202 +1%
IWM
40
Inlight Wealth Management
Georgia
$5.02M -$547K -9,654 -10%
SPA
41
Shore Point Advisors
New Jersey
$4.5M +$72.6K +1,282 +2%
BWM
42
BKM Wealth Management
Wisconsin
$4.44M -$78.4K -1,383 -2%
CWL
43
Causey Wealth LLC
Colorado
$4.42M -$56.2K -992 -1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$4.24M +$958K +16,908 +29%
RF
45
rebel Financial
Ohio
$3.96M -$4.08M -71,998 Closed
FPAS
46
Focus Partners Advisor Solutions
Missouri
$3.91M +$1.57M +27,752 +68%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.81M -$824K -14,535 -18%
BI
48
Beckerman Institutional
New Jersey
$3.68M +$181K +3,192 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.58M +$13.3K +235 +0.4%
UAG
50
United Advisor Group
Ohio
$3.37M +$194K +3,424 +6%
1
2
3 4 5

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.