We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
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
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.36M +$1.21M +23,591 +63%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.17M -$77.9K -1,521 -3%
UAG
53
United Advisor Group
Ohio
$3.07M +$39K +762 +1%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$3.01M -$112K -2,190 -4%
AA
55
Addison Advisors
Vermont
$2.81M -$4.5K -88 -0.2%
HP
56
Haven Private
Florida
$2.68M -$18.1K -354 -0.7%
SWP
57
Stratos Wealth Partners
Ohio
$2.63M +$290K +5,657 +14%
NHC
58
Nicholas Hoffman & Company
Georgia
$2.61M -$4.4K -86 -0.2%
WMG
59
WESCAP Management Group
California
$2.57M -$106K -2,062 -4%
Stifel Financial
60
Stifel Financial
Missouri
$2.4M +$31.1K +607 +1%
OAM
61
Occidental Asset Management
California
$2.32M -$34.8K -679 -2%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$2.25M -$115K -2,251 -5%
SFP
63
Sterling Financial Planning
New Jersey
$2.21M +$7.22K +141 +0.4%
AOWM
64
Alpha Omega Wealth Management
Virginia
$2.2M +$33.8K +660 +2%
GRP
65
Global Retirement Partners
California
$2.2M +$2.04M +39,763 New
PA
66
Pinnacle Associates
New York
$2.15M -$49.9K -975 -2%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$2.12M +$1.62M +31,611 +468%
TYCC
68
Texas Yale Capital Corp
Florida
$2.11M
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.08M +$27.3K +533 +1%
FRA
70
FFG Retirement Advisors
Colorado
$1.95M +$6.25K +122 +0.3%
VIM
71
Vista Investment Management
Pennsylvania
$1.92M -$154K -3,011 -8%
KAS
72
Kestra Advisory Services
Texas
$1.91M +$9.01K +176 +0.5%
FWP
73
Family Wealth Partners
North Carolina
$1.9M -$5.89K -115 -0.3%
SS
74
Sound Stewardship
Kansas
$1.9M +$131K +2,566 +8%
MWA
75
MFA Wealth Advisors
Pennsylvania
$1.79M -$12.3M -240,974 -88%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.