DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

221 hedge funds and large institutions have $986M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-20
Holders Change %
-8.3%
% 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
70
Reduced
85
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$597K +$52.3K +1,082 +10%
KSWA
102
Kathleen S. Wright Associates
Pennsylvania
$593K -$84.5K -1,750 -12%
BFO
103
Boston Family Office
Massachusetts
$589K +$19.2K +398 +3%
SQA
104
Simon Quick Advisors
New Jersey
$576K -$20.4K -423 -3%
MC
105
Matisse Capital
Oregon
$556K
LIM
106
Leavell Investment Management
Alabama
$527K -$7.49K -155 -1%
AIA
107
AssuredPartners Investment Advisors
Florida
$522K -$53.8K -1,113 -9%
WPW
108
Watershed Private Wealth
Illinois
$498K -$8.5K -176 -2%
AWP
109
Astra Wealth Partners
New Jersey
$494K +$95K +1,967 +24%
DC
110
Davenport & Co
Virginia
$486K
BO
111
Bank OZK
Arkansas
$478K
SFG
112
Sovereign Financial Group
Connecticut
$477K -$31.3K -647 -6%
FLPIM
113
F.L. Putnam Investment Management
Massachusetts
$468K -$1.26K -26 -0.3%
CFA
114
Cahill Financial Advisors
Minnesota
$467K +$2.03K +42 +0.4%
NL
115
NWAM LLC
Washington
$428K +$5.75K +119 +1%
UCFA
116
United Capital Financial Advisors
Texas
$412K -$57.2K -1,185 -12%
TFS
117
Thoroughbred Financial Services
Tennessee
$405K -$71.9K -1,490 -15%
JWA
118
JFS Wealth Advisors
Pennsylvania
$372K -$4.2K -87 -1%
Mariner
119
Mariner
Kansas
$354K -$29.5K -611 -8%
CQWA
120
Chokshi & Queen Wealth Advisors
California
$343K
WPC
121
Wedmont Private Capital
Pennsylvania
$336K
IWC
122
Integrated Wealth Concepts
Massachusetts
$327K -$367K -7,589 -53%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$326K -$19K -394 -6%
PI
124
PFG Investments
New York
$322K +$63.2K +1,309 +24%
AFG
125
Albion Financial Group
Utah
$319K