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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
LPL Financial
3
LPL Financial
California
$23M
4
CCA
4
Checchi Capital Advisers
California
$10.2M
5
LWP
5
Laurel Wealth Planning
Minnesota
$5.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$64.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$20M
5
CA
5
Cetera Advisors
Colorado
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$436K +$549 +11 +0.1%
NL
127
NWAM LLC
Washington
$419K -$80.7K -1,617 -16%
KIA
128
KLR Investment Advisors
Rhode Island
$416K +$19.7K +394 +5%
CWM
129
Chemistry Wealth Management
New York
$415K -$302K -6,052 -42%
CCM
130
Colorado Capital Management
Colorado
$400K -$2.14K -43 -0.5%
PGAM
131
Princeton Global Asset Management
New Jersey
$389K -$10.5K -210 -3%
AWS
132
Atria Wealth Solutions
New York
$379K +$379K +7,599 New
TWD
133
True Wealth Design
Ohio
$367K – – –
FA
134
FF Advisors
California
$345K +$345K +6,916 New
MWM
135
Moran Wealth Management
Florida
$331K +$20.1K +403 +6%
AFG
136
Albion Financial Group
Utah
$329K – – –
FG
137
Fairman Group
Pennsylvania
$311K +$311K +6,240 New
QCG
138
Quadrant Capital Group
Ohio
$310K +$175K +3,500 +130%
HNB
139
Huntington National Bank
Ohio
$308K -$339K – –
BPA
140
Beacon Pointe Advisors
California
$300K -$9.99K -200 -3%
CWP
141
Cyndeo Wealth Partners
Florida
$289K -$20.4K -408 -7%
WTC
142
WhitTier Trust Company
Nevada
$284K – – –
NS
143
NBC Securities
Alabama
$283K +$116K +2,327 +69%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$282K +$282K +5,642 New
MFP
145
Meridian Financial Partners
Virginia
$280K -$619 -13 -0.2%
WPC
146
Wedmont Private Capital
Pennsylvania
$278K -$148K -3,000 -35%
CA
147
CoreCap Advisors
Michigan
$276K -$4.44K -89 -2%
SWM
148
Seed Wealth Management
Illinois
$276K – – –
ECM
149
Evergreen Capital Management
Washington
$271K -$29.5K -590 -10%
PI
150
PFG Investments
New York
$260K +$14.6K +293 +6%
4 5
6
7 8