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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Marion Wealth Management
Pennsylvania
$1.17M +$68.8K +1,502 +6%
KSWA
77
Kathleen S. Wright Associates
Pennsylvania
$1.15M -$10.3K -225 -0.9%
CWM
78
Chemistry Wealth Management
New York
$1.13M -$276K -6,038 -20%
RWA
79
Rooted Wealth Advisors
Illinois
$1.11M +$29.7K +635 +3%
EAM
80
Evanson Asset Management
California
$1.1M +$549 +12 +0%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.09M +$170K +3,718 +19%
IA
82
Insight Advisors
Pennsylvania
$1.08M +$186K +4,066 +21%
BFO
83
Boston Family Office
Massachusetts
$1.08M -$229 -5 -0%
AWM
84
Avaii Wealth Management
Wisconsin
$1.02M +$15.3K +335 +2%
SFG
85
Sovereign Financial Group
Connecticut
$987K +$150K +3,279 +18%
AWM
86
Aprio Wealth Management
Georgia
$978K -$13.6M -297,855 -93%
SWP
87
Stratos Wealth Partners
Ohio
$975K +$174K +3,803 +22%
WW
88
Waterfront Wealth
Kansas
$967K -$11.3K -246 -1%
CAM
89
Covenant Asset Management
New Jersey
$946K -$30.2K -659 -3%
Jane Street
90
Jane Street
New York
$925K +$925K +20,195 New
CA
91
Clearstead Advisors
Ohio
$923K – – –
MML Investors Services
92
MML Investors Services
Massachusetts
$859K +$8.79K +192 +1%
CM
93
Columbus Macro
Pennsylvania
$781K -$9.2K -198 -1%
Betterment LLC
94
Betterment LLC
New York
$756K +$15.7K +343 +2%
RJA
95
Raymond James & Associates
Florida
$725K +$61.4K +1,341 +9%
BFO
96
Biltmore Family Office
North Carolina
$712K – – –
WPW
97
Watershed Private Wealth
Illinois
$696K -$9.2K -201 -1%
RWA
98
Ropes Wealth Advisors
Massachusetts
$646K – – –
Osaic Holdings
99
Osaic Holdings
Arizona
$642K -$57.1K -1,247 -8%
LWP
100
Laurel Wealth Planning
Minnesota
$640K +$115K +2,506 +22%
2 3
4
5 6