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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.69M -$82.1K -1,673 -3%
UAG
52
United Advisor Group
Ohio
$2.65M +$121K +2,458 +5%
AA
53
Addison Advisors
Vermont
$2.47M +$28.2K +575 +1%
HP
54
Haven Private
Florida
$2.36M -$21.2K -432 -0.9%
WMG
55
WESCAP Management Group
California
$2.35M -$45.4K -925 -2%
NHC
56
Nicholas Hoffman & Company
Georgia
$2.28M -$3.43K -70 -0.1%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$2.08M +$102K +2,085 +5%
Stifel Financial
58
Stifel Financial
Missouri
$2.07M +$22.5K +459 +1%
OAM
59
Occidental Asset Management
California
$2.06M +$736K +15,002 +54%
SWP
60
Stratos Wealth Partners
Ohio
$2.02M +$104K +2,121 +5%
SFP
61
Sterling Financial Planning
New Jersey
$1.93M -$14.9K -303 -0.8%
PA
62
Pinnacle Associates
New York
$1.93M -$12.3K -250 -0.6%
AOWM
63
Alpha Omega Wealth Management
Virginia
$1.89M -$474K -9,660 -20%
TYCC
64
Texas Yale Capital Corp
Florida
$1.85M -$578K -11,775 -24%
VIM
65
Vista Investment Management
Pennsylvania
$1.82M -$25.1K -511 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.8M +$188K +3,824 +11%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.8M -$7.06M -143,828 -79%
FRA
68
FFG Retirement Advisors
Colorado
$1.7M +$235K +4,795 +16%
KAS
69
Kestra Advisory Services
Texas
$1.67M -$45.3K -924 -3%
FWP
70
Family Wealth Partners
North Carolina
$1.66M -$17.5K -356 -1%
EB
71
Eastern Bank
Massachusetts
$1.65M -$12M -244,832 -88%
WT
72
Whittier Trust
California
$1.64M -$52.5K -1,071 -3%
Citadel Advisors
73
Citadel Advisors
Florida
$1.56M +$1.3M +26,458 +448%
SS
74
Sound Stewardship
Kansas
$1.53M +$36.1K +735 +2%
MSA
75
Marathon Strategic Advisors
Pennsylvania
$1.48M +$20.7K +422 +1%

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.