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WisdomTree Emerging Markets SmallCap Dividend Fund

252 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

41% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 66

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 230252 (+22)

0.48% more ownership

Funds ownership: 61.42%61.9% (+0.48%)

1% less capital invested

Capital invested by funds: $1.01B → $1B (-$8.07M)

Holders
252
Holders Change
+22
Holders Change %
+9.57%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
35
Increased
93
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
MFA Wealth Advisors
Pennsylvania
$845K -$316K -5,554 -27%
TWM
102
TopTier Wealth Management
Wisconsin
$841K +$835K +14,686 New
Betterment LLC
103
Betterment LLC
New York
$831K +$90.7K +1,595 +12%
Goldman Sachs
104
Goldman Sachs
New York
$790K +$571K +10,038 +267%
MWM
105
Modera Wealth Management
New Jersey
$751K -$11.5K -203 -2%
BFO
106
Biltmore Family Office
North Carolina
$747K +$3.75K +66 +0.5%
BPA
107
Beacon Pointe Advisors
California
$742K +$737K +12,956 New
CAM
108
Covenant Asset Management
New Jersey
$735K -$110K -1,940 -13%
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$725K -$2.39K -42 -0.3%
AWP
110
Astra Wealth Partners
New Jersey
$723K +$59.9K +1,053 +9%
BFO
111
Boston Family Office
Massachusetts
$713K -$12.7K -224 -2%
SQA
112
Simon Quick Advisors
New Jersey
$680K
EMC
113
Everest Management Corp
California
$667K +$625 +11 +0.1%
DAS
114
Diversify Advisory Services
Utah
$663K -$2.4M -42,251 -79%
MC
115
Matisse Capital
Oregon
$659K
EB
116
Eastern Bank
Massachusetts
$659K -$919K -16,170 -58%
WA
117
Waddell & Associates
Tennessee
$640K +$635K +11,176 New
NL
118
NWAM LLC
Washington
$637K +$16.9K +298 +3%
CFA
119
Cahill Financial Advisors
Minnesota
$612K +$37.6K +661 +7%
CM
120
Columbus Macro
Pennsylvania
$587K -$39.3K -692 -6%
PMG
121
ProVise Management Group
Florida
$583K -$49.6K -872 -8%
LIM
122
Leavell Investment Management
Alabama
$576K -$10.2K -180 -2%
BO
123
Bank OZK
Arkansas
$566K
DC
124
Davenport & Co
Virginia
$566K -$4.26K -75 -0.8%
SFG
125
Sovereign Financial Group
Connecticut
$561K +$52.6K +925 +10%