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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
60
Reduced
56
Closed
17
Calls
$462K
Puts
$395K
Net Calls
+$67K
Net Calls Change
-$572K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$763M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.74M
3
CM
3
Capital Management
Virginia
$8.16M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$6.77M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$604K
2
VA
2
Valmark Advisers
Ohio
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$35.1M
5
BFG
5
Berger Financial Group
Minnesota
$284K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$125K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$113K +$71.2K +1,393 +171%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$221K -4,326 -72%
LB
129
Legacy Bridge
Iowa
$77K – – –
US Bancorp
130
US Bancorp
Minnesota
$72K – – –
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$68K +$63.7K +1,237 +1,490%
RWB
132
RMR Wealth Builders
New Jersey
$58K +$58K +1,128 New
HI
133
Harbour Investments
Wisconsin
$57K +$57K +1,109 New
MRC
134
Millburn Ridgefield Corp
New York
$54K – – –
FCM
135
Firestone Capital Management
Florida
$54K +$26.1K +510 +94%
SFS
136
Sowell Financial Services
Arkansas
$53K +$7.95K +150 +18%
MA
137
Montag & Associates
Georgia
$48K +$51 +1 +0.1%
BAM
138
Barrett Asset Management
New York
$46K – – –
CIAS
139
Capital Investment Advisory Services
North Carolina
$45K +$45K +879 New
FCA
140
FinTrust Capital Advisors
South Carolina
$43K -$19.1K -370 -31%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$42K – – –
SSB
142
Sandy Spring Bank
Maryland
$42K +$102 +2 +0.2%
VFA
143
Valeo Financial Advisors
Indiana
$37K – – –
COCM
144
Charter Oak Capital Management
New Hampshire
$28K +$28K +550 New
APC
145
Aspire Private Capital
North Carolina
$24K – – –
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$23K – – –
NFSG
147
Newbridge Financial Services Group
Florida
$21K +$21K +414 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$18K +$17.8K +344 +8,600%
Citigroup
149
Citigroup
New York
$16K +$418 +8 +3%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K +278 New
4 5
6
7 8