DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

179 hedge funds and large institutions have $1.79B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
65
Reduced
62
Closed
20
Calls
$880K
Puts
$1.94M
Net Calls
-$1.06M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$273K -$108K -2,464 -28%
CA
127
CoreCap Advisors
Michigan
$265K -$7.61K -173 -3%
NL
128
NWAM LLC
Washington
$262K +$10.5K +238 +4%
WPC
129
Wedmont Private Capital
Pennsylvania
$256K -$72.5K -1,599 -22%
SWM
130
Seed Wealth Management
Illinois
$246K +$246K +5,600 New
ADL
131
Asset Dedication LLC
California
$238K +$38.3K +868 +19%
HHGA
132
Halbert Hargrove Global Advisors
California
$227K +$1.63K +37 +0.7%
IWA
133
Intercontinental Wealth Advisors
Texas
$227K -$9.94K -226 -4%
PCIA
134
Prime Capital Investment Advisors
Kansas
$225K +$225K +5,106 New
Simplex Trading
135
Simplex Trading
Illinois
$206K +$170K +3,885 +474%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$181K -$14K -314 -7%
LSA
137
Lansing Street Advisors
Pennsylvania
$180K +$1.28K +29 +0.7%
US Bancorp
138
US Bancorp
Minnesota
$158K +$22K +500 +16%
HDIM
139
Hanson & Doremus Investment Management
Vermont
$149K -$73.7K -1,675 -33%
GIA
140
GHP Investment Advisors
Colorado
$141K
TWA
141
TCI Wealth Advisors
Arizona
$123K -$8.18K -186 -6%
William Blair & Company
142
William Blair & Company
Illinois
$102K -$4.8K -109 -4%
SWM
143
Spire Wealth Management
Virginia
$101K +$263 +6 +0.3%
USCWA
144
U.S. Capital Wealth Advisors
Texas
$99.9K +$99.9K +2,270 New
LB
145
Legacy Bridge
Iowa
$66K
GRP
146
Global Retirement Partners
California
$62.2K +$17.8K +404 +40%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$54.4K -$3.65K -83 -6%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$52.7K +$1.72K +39 +3%
RFA
149
Resurgent Financial Advisors
Georgia
$52.1K +$52.1K +1,184 New
MA
150
Montag & Associates
Georgia
$43.8K +$176 +4 +0.4%