DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

221 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
86
Reduced
67
Closed
16
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$3.19M +$1.67M +32,800 +109%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$58.6K -1,153 -2%
IWP
53
Invenio Wealth Partners
Florida
$3.11M +$1.7M +33,501 +121%
PAG
54
Private Advisor Group
New Jersey
$2.94M -$231K -4,549 -7%
SS
55
Sound Stewardship
Kansas
$2.91M -$250K -4,925 -8%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.58M -$201K -3,961 -7%
TYCC
57
Texas Yale Capital Corp
Florida
$2.55M
NHC
58
Nicholas Hoffman & Company
Georgia
$2.5M +$123K +2,420 +5%
AOWM
59
Alpha Omega Wealth Management
Virginia
$2.48M +$46.2K +909 +2%
PA
60
Pinnacle Associates
New York
$2.47M +$21.5K +423 +0.9%
CIS
61
Custom Index Systems
New York
$2.44M +$874K +17,182 +56%
AI
62
Atria Investments
North Carolina
$2.41M +$176K +3,459 +8%
AA
63
AlphaQ Advisors
Florida
$2.4M -$236K -4,638 -9%
WMG
64
WESCAP Management Group
California
$2.21M +$9.56K +188 +0.4%
AA
65
Addison Advisors
Vermont
$2.19M +$206K +4,049 +10%
KAS
66
Kestra Advisory Services
Texas
$2.06M +$8.04K +158 +0.4%
GRP
67
Global Retirement Partners
California
$2M +$178K +3,500 +10%
CA
68
CoreCap Advisors
Michigan
$1.96M +$1.68M +33,064 +597%
SFP
69
Sterling Financial Planning
New Jersey
$1.94M +$54.2K +1,066 +3%
EWM
70
Empirical Wealth Management
Washington
$1.88M +$28.4K +558 +2%
CAN
71
Cetera Advisor Networks
California
$1.87M +$2.9K +57 +0.2%
WT
72
Whittier Trust
California
$1.8M +$22.7K +447 +1%
VIM
73
Vista Investment Management
Pennsylvania
$1.69M
UAG
74
United Advisor Group
Ohio
$1.59M +$1.59M +31,272 New
FRA
75
FFG Retirement Advisors
Colorado
$1.58M +$46.3K +910 +3%