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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
MWM
101
Modera Wealth Management
New Jersey
$643K +$26.2K +535 +4%
JP Morgan Chase
102
JP Morgan Chase
New York
$597K +$53.1K +1,082 +10%
KSWA
103
Kathleen S. Wright Associates
Pennsylvania
$593K -$85.8K -1,750 -12%
BFO
104
Boston Family Office
Massachusetts
$589K +$19.5K +398 +3%
SQA
105
Simon Quick Advisors
New Jersey
$576K -$20.8K -423 -3%
MC
106
Matisse Capital
Oregon
$556K
LIM
107
Leavell Investment Management
Alabama
$527K -$7.6K -155 -1%
AIA
108
AssuredPartners Investment Advisors
Florida
$522K -$54.6K -1,113 -9%
WPW
109
Watershed Private Wealth
Illinois
$498K -$8.63K -176 -2%
AWP
110
Astra Wealth Partners
New Jersey
$494K +$96.5K +1,967 +24%
SA
111
Sanctuary Advisors
Indiana
$486K +$24.6K +502 +5%
DC
112
Davenport & Co
Virginia
$486K
BO
113
Bank OZK
Arkansas
$478K
SFG
114
Sovereign Financial Group
Connecticut
$477K -$31.7K -647 -6%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$468K -$1.27K -26 -0.3%
CFA
116
Cahill Financial Advisors
Minnesota
$467K +$2.06K +42 +0.4%
NL
117
NWAM LLC
Washington
$428K +$5.84K +119 +1%
UCFA
118
United Capital Financial Advisors
Texas
$412K -$58.1K -1,185 -12%
TFS
119
Thoroughbred Financial Services
Tennessee
$405K -$73.1K -1,490 -15%
JWA
120
JFS Wealth Advisors
Pennsylvania
$372K -$4.27K -87 -1%
Mariner
121
Mariner
Kansas
$354K -$30K -611 -8%
CQWA
122
Chokshi & Queen Wealth Advisors
California
$343K
WPC
123
Wedmont Private Capital
Pennsylvania
$336K
IWC
124
Integrated Wealth Concepts
Massachusetts
$327K -$372K -7,589 -53%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$326K -$19.3K -394 -6%

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.