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WisdomTree Emerging Markets SmallCap Dividend Fund

221 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
86
Reduced
67
Closed
16
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
101
Covenant Asset Management
New Jersey
$828K -$12.5K -245 -1%
BFO
102
Biltmore Family Office
North Carolina
$767K
CA
103
Cetera Advisors
Colorado
$726K -$174K -3,423 -19%
CIA
104
Choate Investment Advisors
Massachusetts
$721K +$4.12K +81 +0.6%
CWM
105
Cornerstone Wealth Management
Missouri
$709K -$3.36K -66 -0.5%
MWM
106
Modera Wealth Management
New Jersey
$684K -$25.7K -506 -4%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$656K +$516K +10,141 +370%
CM
108
Columbus Macro
Pennsylvania
$642K +$1.73K +34 +0.3%
SFG
109
Sovereign Financial Group
Connecticut
$628K -$11K -217 -2%
SQA
110
Simon Quick Advisors
New Jersey
$625K +$51 +1 +0%
ACA
111
American Capital Advisory
Idaho
$589K -$118K -2,584 -17%
BFO
112
Boston Family Office
Massachusetts
$589K -$648K -12,743 -52%
MC
113
Matisse Capital
Oregon
$586K
MLA
114
My Legacy Advisors
Oregon
$580K -$66.7K -1,312 -10%
Mariner
115
Mariner
Kansas
$576K +$5.04K +99 +0.9%
WPW
116
Watershed Private Wealth
Illinois
$572K -$125K -2,467 -18%
LIM
117
Leavell Investment Management
Alabama
$533K +$20.1K +395 +4%
UCFA
118
United Capital Financial Advisors
Texas
$526K -$1.93K -38 -0.4%
NS
119
NBC Securities
Alabama
$513K +$218K +4,209 +74%
BO
120
Bank OZK
Arkansas
$503K
OIA
121
OneDigital Investment Advisors
Kansas
$492K +$17.1K +337 +4%
DC
122
Davenport & Co
Virginia
$488K +$6.87K +135 +1%
CA
123
Clearstead Advisors
Ohio
$480K -$360K -6,930 -43%
JWA
124
JFS Wealth Advisors
Pennsylvania
$460K -$11.1K -219 -2%
FLPIM
125
F.L. Putnam Investment Management
Massachusetts
$458K