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WisdomTree Emerging Markets SmallCap Dividend Fund

227 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
101
Simon Quick Advisors
New Jersey
$656K
MC
102
Matisse Capital
Oregon
$636K
PMG
103
ProVise Management Group
Florida
$632K
KSWA
104
Kathleen S. Wright Associates
Pennsylvania
$630K
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$617K
AWP
106
Astra Wealth Partners
New Jersey
$605K
LIM
107
Leavell Investment Management
Alabama
$584K
WPW
108
Watershed Private Wealth
Illinois
$564K
CFA
109
Cahill Financial Advisors
Minnesota
$554K
DC
110
Davenport & Co
Virginia
$550K
BO
111
Bank OZK
Arkansas
$547K
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$536K
NL
113
NWAM LLC
Washington
$534K
SFG
114
Sovereign Financial Group
Connecticut
$531K
EMC
115
Everest Management Corp
California
$531K
DWS
116
Discipline Wealth Solutions
South Carolina
$493K
AWS
117
Atria Wealth Solutions
New York
$479K
UCFA
118
United Capital Financial Advisors
Texas
$471K
JWA
119
JFS Wealth Advisors
Pennsylvania
$424K
WPC
120
Wedmont Private Capital
Pennsylvania
$403K
CQWA
121
Chokshi & Queen Wealth Advisors
California
$392K
HCM
122
Hengehold Capital Management
Ohio
$391K
PI
123
PFG Investments
New York
$372K
AFG
124
Albion Financial Group
Utah
$364K
TFS
125
Thoroughbred Financial Services
Tennessee
$344K