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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

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
+$4.36M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.55M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.92M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$89.1M
2
OMC
Old Mission Capital
Illinois
-$18.2M
3
MWA
MFA Wealth Advisors
Pennsylvania
-$13.3M
4
UA
Unison Advisors
District of Columbia
-$10.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
51
United Advisor Group
Ohio
$3.07M +$42.1K +762 +1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.01M -$123K -2,190 -4%
AA
53
Addison Advisors
Vermont
$2.81M -$4.86K -88 -0.2%
HP
54
Haven Private
Florida
$2.68M -$19.6K -354 -0.7%
SWP
55
Stratos Wealth Partners
Ohio
$2.63M +$312K +5,657 +14%
NHC
56
Nicholas Hoffman & Company
Georgia
$2.61M -$4.75K -86 -0.2%
WMG
57
WESCAP Management Group
California
$2.57M -$114K -2,062 -4%
Stifel Financial
58
Stifel Financial
Missouri
$2.4M +$33.5K +607 +1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$2.34M +$2M +36,195 +588%
OAM
60
Occidental Asset Management
California
$2.32M -$37.5K -679 -2%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$2.25M -$124K -2,251 -5%
SFP
62
Sterling Financial Planning
New Jersey
$2.21M +$7.79K +141 +0.4%
AOWM
63
Alpha Omega Wealth Management
Virginia
$2.2M +$36.5K +660 +2%
GRP
64
Global Retirement Partners
California
$2.2M +$2.2M +39,763 New
PA
65
Pinnacle Associates
New York
$2.15M -$53.9K -975 -2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$2.12M +$1.75M +31,611 +468%
TYCC
67
Texas Yale Capital Corp
Florida
$2.11M – – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$2.08M +$29.4K +533 +1%
FRA
69
FFG Retirement Advisors
Colorado
$1.95M +$6.74K +122 +0.3%
VIM
70
Vista Investment Management
Pennsylvania
$1.92M -$166K -3,011 -8%
KAS
71
Kestra Advisory Services
Texas
$1.91M +$9.72K +176 +0.5%
FWP
72
Family Wealth Partners
North Carolina
$1.9M -$6.35K -115 -0.3%
SS
73
Sound Stewardship
Kansas
$1.9M +$142K +2,566 +8%
MWA
74
MFA Wealth Advisors
Pennsylvania
$1.79M -$13.3M -240,974 -88%
MSA
75
Marathon Strategic Advisors
Pennsylvania
$1.73M +$44.5K +806 +3%
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3
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