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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.08M +$34.8K +615 +1%
GPWA
52
Great Point Wealth Advisors
Massachusetts
$3.05M +$3.03M +53,436 New
DAS
53
Diversify Advisory Services
Utah
$3.05M +$3.03M +53,420 New
AA
54
Addison Advisors
Vermont
$2.97M +$60.7K +1,071 +2%
SWP
55
Stratos Wealth Partners
Ohio
$2.94M +$221K +3,900 +8%
HP
56
Haven Private
Florida
$2.85M +$73.5K +1,297 +3%
NHC
57
Nicholas Hoffman & Company
Georgia
$2.71M +$13.1K +232 +0.5%
WMG
58
WESCAP Management Group
California
$2.55M -$106K -1,868 -4%
AOWM
59
Alpha Omega Wealth Management
Virginia
$2.37M +$92K +1,624 +4%
OAM
60
Occidental Asset Management
California
$2.37M -$33.6K -593 -1%
SFP
61
Sterling Financial Planning
New Jersey
$2.28M -$12.5K -220 -0.5%
GRP
62
Global Retirement Partners
California
$2.26M -$6.46K -114 -0.3%
PA
63
Pinnacle Associates
New York
$2.22M -$1.98K -35 -0.1%
TYCC
64
Texas Yale Capital Corp
Florida
$2.19M – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$2.17M -$1.29M -22,802 -38%
Citadel Advisors
66
Citadel Advisors
Florida
$2.08M +$1.2M +21,243 +140%
SS
67
Sound Stewardship
Kansas
$2.04M +$80.4K +1,419 +4%
FWP
68
Family Wealth Partners
North Carolina
$1.99M +$28.7K +506 +1%
VIM
69
Vista Investment Management
Pennsylvania
$1.99M +$4.76K +84 +0.2%
FRA
70
FFG Retirement Advisors
Colorado
$1.98M -$35.4K -625 -2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$1.95M -$201K -3,555 -9%
KAS
72
Kestra Advisory Services
Texas
$1.85M -$124K -2,192 -6%
Stifel Financial
73
Stifel Financial
Missouri
$1.85M -$630K -11,113 -26%
MSA
74
Marathon Strategic Advisors
Pennsylvania
$1.84M +$51.3K +905 +3%
EWM
75
Empirical Wealth Management
Washington
$1.79M +$6.4K +113 +0.4%
1 2
3
4 5

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.