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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Armis Advisers
Georgia
$1.48M +$1.06M +21,510 +255%
EWM
77
Empirical Wealth Management
Washington
$1.46M -$108K -2,194 -7%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$1.44M +$1.46M +29,743 New
JIC
79
Johnson Investment Counsel
Ohio
$1.34M
Osaic Holdings
80
Osaic Holdings
Arizona
$1.29M +$396K +8,077 +43%
IA
81
Insight Advisors
Pennsylvania
$1.22M -$763K -15,559 -38%
CWM
82
Cornerstone Wealth Management
Missouri
$1.17M +$15.3K +311 +1%
PWM
83
Perigon Wealth Management
California
$1.11M -$124K -2,521 -10%
MWA
84
Moser Wealth Advisors
Washington
$1.11M -$34.2K -697 -3%
EAM
85
Evanson Asset Management
California
$1.05M +$392 +8 +0%
WW
86
Waterfront Wealth
Kansas
$1.02M +$32.6K +665 +3%
AAMC
87
Asset Allocation & Management Company
Illinois
$966K +$981K +20,000 New
AAS
88
Avantax Advisory Services
Texas
$933K +$57.5K +1,172 +6%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$802K -$52.5K -1,070 -6%
LWM
90
Lodestone Wealth Management
Washington
$799K +$811K +16,542 New
ECM
91
Exchange Capital Management
Michigan
$778K +$51.8K +1,057 +7%
CAM
92
Covenant Asset Management
New Jersey
$746K
FMTCOCP
93
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$741K +$65.4K +1,334 +10%
ACA
94
American Capital Advisory
Idaho
$733K -$1.13K -23 -0.2%
BFO
95
Biltmore Family Office
North Carolina
$708K
PMG
96
ProVise Management Group
Florida
$684K -$63.1K -1,286 -8%
DFA
97
DHK Financial Advisors
New Hampshire
$681K +$692K +14,100 New
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$671K -$27.8K -567 -4%
CM
99
Columbus Macro
Pennsylvania
$667K -$40K -816 -6%
Betterment LLC
100
Betterment LLC
New York
$645K +$7.6K +155 +1%

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.