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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
MSA
76
Marathon Strategic Advisors
Pennsylvania
$1.73M +$41.3K +806 +3%
EWM
77
Empirical Wealth Management
Washington
$1.72M +$46.2K +902 +3%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.62M +$131K +2,550 +10%
EB
79
Eastern Bank
Massachusetts
$1.61M -$257K -5,023 -15%
JIC
80
Johnson Investment Counsel
Ohio
$1.52M -$12.5K -245 -0.9%
DFA
81
DHK Financial Advisors
New Hampshire
$1.46M +$722K +14,100 +100%
WT
82
Whittier Trust
California
$1.32M -$514K -10,037 -30%
PWM
83
Perigon Wealth Management
California
$1.25M -$21.8K -425 -2%
WW
84
Waterfront Wealth
Kansas
$1.21M +$43.3K +845 +4%
EAM
85
Evanson Asset Management
California
$1.18M -$20.9K -409 -2%
Corient Private Wealth
86
Corient Private Wealth
Florida
$1.17M +$769K +15,020 +244%
CWM
87
Cornerstone Wealth Management
Missouri
$1.1M -$225K -4,386 -18%
FMTCOCP
88
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.08M +$217K +4,246 +28%
AAS
89
Avantax Advisory Services
Texas
$1.07M +$4.71K +92 +0.5%
ECM
90
Exchange Capital Management
Michigan
$1.01M +$109K +2,122 +13%
FH
91
Financial Harvest
Florida
$926K +$858K +16,764 New
LWM
92
Lodestone Wealth Management
Washington
$838K -$69.9K -1,366 -8%
Citadel Advisors
93
Citadel Advisors
Florida
$838K -$880K -17,195 -53%
CAM
94
Covenant Asset Management
New Jersey
$832K -$19.2K -375 -2%
ACA
95
American Capital Advisory
Idaho
$823K -$13.9K -272 -2%
MWA
96
Moser Wealth Advisors
Washington
$800K -$434K -8,485 -37%
MWM
97
Modera Wealth Management
New Jersey
$736K +$256 +5 +0%
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$734K -$170K -3,324 -20%
BFO
99
Biltmore Family Office
North Carolina
$717K -$85.2K -1,665 -11%
BFO
100
Boston Family Office
Massachusetts
$699K +$23.9K +467 +4%

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.