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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
101
Matisse Capital
Oregon
$658K – – –
KSWA
102
Kathleen S. Wright Associates
Pennsylvania
$651K – – –
PMG
103
ProVise Management Group
Florida
$631K -$22.3K -393 -3%
CM
104
Columbus Macro
Pennsylvania
$625K -$56.1K -990 -8%
LIM
105
Leavell Investment Management
Alabama
$585K -$18.1K -320 -3%
NL
106
NWAM LLC
Washington
$574K +$22.4K +395 +4%
CFA
107
Cahill Financial Advisors
Minnesota
$573K +$907 +16 +0.2%
DC
108
Davenport & Co
Virginia
$568K – – –
BO
109
Bank OZK
Arkansas
$565K – – –
SA
110
Sanctuary Advisors
Indiana
$559K -$53.5K -944 -9%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$554K – – –
WPW
112
Watershed Private Wealth
Illinois
$553K -$29.6K -523 -5%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$508K +$235K +4,142 +87%
SFG
114
Sovereign Financial Group
Connecticut
$507K -$41.5K -732 -8%
UCFA
115
United Capital Financial Advisors
Texas
$485K -$1.93K -34 -0.4%
JWA
116
JFS Wealth Advisors
Pennsylvania
$435K -$3.74K -66 -0.9%
SWM
117
SigFig Wealth Management
California
$431K +$115K +2,027 +37%
WPC
118
Wedmont Private Capital
Pennsylvania
$412K – – –
CQWA
119
Chokshi & Queen Wealth Advisors
California
$405K – – –
CAM
120
Cresset Asset Management
Illinois
$397K +$394K +6,947 New
PI
121
PFG Investments
New York
$390K +$5.27K +93 +1%
HCM
122
Hengehold Capital Management
Ohio
$385K -$18.4K -324 -5%
AFG
123
Albion Financial Group
Utah
$377K – – –
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$370K -$1.81M -31,880 -83%
TFS
125
Thoroughbred Financial Services
Tennessee
$356K +$907 +16 +0.3%
3 4
5
6 7

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.