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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
JIC
76
Johnson Investment Counsel
Ohio
$1.59M +$23.9K +421 +2%
EB
77
Eastern Bank
Massachusetts
$1.58M -$78.1K -1,378 -5%
WT
78
Whittier Trust
California
$1.34M -$25.3K -447 -2%
WW
79
Waterfront Wealth
Kansas
$1.29M +$43.6K +769 +4%
Lido Advisors
80
Lido Advisors
California
$1.26M +$1.25M +22,057 New
EAM
81
Evanson Asset Management
California
$1.23M +$4.14K +73 +0.3%
BlackRock
82
BlackRock
New York
$1.21M +$1.14M +20,183 +2,000%
MWA
83
MFA Wealth Advisors
Pennsylvania
$1.16M -$681K -12,019 -37%
PWM
84
Perigon Wealth Management
California
$1.14M -$146K -2,577 -11%
CWM
85
Cornerstone Wealth Management
Missouri
$1.13M -$7.54K -133 -0.7%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.09M +$454K +8,012 +72%
FMTCOCP
87
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.03M -$83.6K -1,475 -8%
DWS
88
Discipline Wealth Solutions
South Carolina
$1.03M +$520K +9,175 +103%
FH
89
Financial Harvest
Florida
$1.01M +$55.5K +979 +6%
LWM
90
Lodestone Wealth Management
Washington
$900K +$33.4K +589 +4%
ACA
91
American Capital Advisory
Idaho
$853K +$2.61K +46 +0.3%
CAM
92
Covenant Asset Management
New Jersey
$844K -$15.6K -275 -2%
MWM
93
Modera Wealth Management
New Jersey
$761K +$453 +8 +0.1%
BFO
94
Biltmore Family Office
North Carolina
$742K – – –
Betterment LLC
95
Betterment LLC
New York
$737K +$18.4K +324 +3%
TNBTD
96
Trustmark National Bank Trust Department
Mississippi
$726K -$32.2K -569 -4%
BFO
97
Boston Family Office
Massachusetts
$724K +$907 +16 +0.1%
SQA
98
Simon Quick Advisors
New Jersey
$678K -$57 -1 -0%
EMC
99
Everest Management Corp
California
$664K +$115K +2,028 +21%
AWP
100
Astra Wealth Partners
New Jersey
$661K +$35.5K +626 +6%
2 3
4
5 6

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.