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WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
101
Betterment LLC
New York
$696K -$39.3K -767 -6%
CM
102
Columbus Macro
Pennsylvania
$659K -$96.2K -1,880 -14%
SQA
103
Simon Quick Advisors
New Jersey
$656K -$2.46K -48 -0.4%
MC
104
Matisse Capital
Oregon
$636K
PMG
105
ProVise Management Group
Florida
$632K -$139K -2,718 -19%
KSWA
106
Kathleen S. Wright Associates
Pennsylvania
$630K -$44.6K -871 -7%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$617K -$140K -2,725 -20%
AWP
108
Astra Wealth Partners
New Jersey
$605K +$37.5K +732 +7%
SA
109
Sanctuary Advisors
Indiana
$593K +$34.5K +674 +7%
LIM
110
Leavell Investment Management
Alabama
$584K -$17.7K -345 -3%
WPW
111
Watershed Private Wealth
Illinois
$564K -$4.81K -94 -0.9%
CFA
112
Cahill Financial Advisors
Minnesota
$554K +$17.8K +347 +4%
DC
113
Davenport & Co
Virginia
$550K -$5.12K -100 -1%
BO
114
Bank OZK
Arkansas
$547K
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$536K
SFG
116
Sovereign Financial Group
Connecticut
$531K -$12.7K -249 -3%
EMC
117
Everest Management Corp
California
$531K +$210K +4,095 +74%
NL
118
NWAM LLC
Washington
$529K +$40.2K +786 +9%
DWS
119
Discipline Wealth Solutions
South Carolina
$493K +$241K +4,704 +111%
AWS
120
Atria Wealth Solutions
New York
$479K +$436K +8,509 New
UCFA
121
United Capital Financial Advisors
Texas
$471K
JWA
122
JFS Wealth Advisors
Pennsylvania
$424K -$819 -16 -0.2%
WPC
123
Wedmont Private Capital
Pennsylvania
$403K +$51 +1 +0%
CQWA
124
Chokshi & Queen Wealth Advisors
California
$392K
HCM
125
Hengehold Capital Management
Ohio
$391K +$25.5K +499 +8%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.