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WisdomTree Emerging Markets SmallCap Dividend Fund

228 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, 72 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
51
United Advisor Group
Ohio
$3.07M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.01M
AA
53
Addison Advisors
Vermont
$2.81M
HP
54
Haven Private
Florida
$2.68M
SWP
55
Stratos Wealth Partners
Ohio
$2.63M
NHC
56
Nicholas Hoffman & Company
Georgia
$2.61M
WMG
57
WESCAP Management Group
California
$2.57M
Stifel Financial
58
Stifel Financial
Missouri
$2.4M
OAM
59
Occidental Asset Management
California
$2.32M
FPAS
60
Focus Partners Advisor Solutions
Missouri
$2.25M
SFP
61
Sterling Financial Planning
New Jersey
$2.21M
AOWM
62
Alpha Omega Wealth Management
Virginia
$2.2M
GRP
63
Global Retirement Partners
California
$2.2M
PA
64
Pinnacle Associates
New York
$2.15M
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$2.12M
TYCC
66
Texas Yale Capital Corp
Florida
$2.11M
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$2.08M
FRA
68
FFG Retirement Advisors
Colorado
$1.95M
VIM
69
Vista Investment Management
Pennsylvania
$1.92M
KAS
70
Kestra Advisory Services
Texas
$1.91M
FWP
71
Family Wealth Partners
North Carolina
$1.9M
SS
72
Sound Stewardship
Kansas
$1.9M
MWA
73
MFA Wealth Advisors
Pennsylvania
$1.79M
MSA
74
Marathon Strategic Advisors
Pennsylvania
$1.73M
EWM
75
Empirical Wealth Management
Washington
$1.72M