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WisdomTree Emerging Markets SmallCap Dividend Fund

221 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
86
Reduced
67
Closed
16
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Shares
Change %
P
126
&Partners
Tennessee
$456K +$456K +8,969 New
NL
127
NWAM LLC
Washington
$447K +$10.5K +203 +2%
MWM
128
Moran Wealth Management
Florida
$445K +$107K +2,111 +32%
CCM
129
Colorado Capital Management
Colorado
$395K -$12.7K -250 -3%
RIA
130
RPG Investment Advisory
California
$391K -$53.9K -1,060 -12%
ECM
131
Exchange Capital Management
Michigan
$382K +$149K +2,923 +64%
TWD
132
True Wealth Design
Ohio
$373K -$814 -16 -0.2%
CWM
133
Chemistry Wealth Management
New York
$371K -$52.2K -1,027 -12%
KIA
134
KLR Investment Advisors
Rhode Island
$363K -$53.1K -1,064 -13%
FA
135
FF Advisors
California
$342K -$10.1K -198 -3%
MWA
136
Midland Wealth Advisors
Illinois
$341K -$776K -15,252 -69%
AFG
137
Albion Financial Group
Utah
$335K
FG
138
Fairman Group
Pennsylvania
$318K +$305 +6 +0.1%
HNB
139
Huntington National Bank
Ohio
$314K -$308K
PGAM
140
Princeton Global Asset Management
New Jersey
$305K -$92K -1,809 -23%
MFP
141
Meridian Financial Partners
Virginia
$302K +$10.6K +214 +4%
CWP
142
Cyndeo Wealth Partners
Florida
$294K +$51 +1 +0%
WPC
143
Wedmont Private Capital
Pennsylvania
$292K
WTC
144
WhitTier Trust Company
Nevada
$289K
SWM
145
Seed Wealth Management
Illinois
$285K
TFS
146
Thoroughbred Financial Services
Tennessee
$280K -$164K -3,223 -37%
RA
147
RFG Advisory
Alabama
$276K +$25.4K +500 +10%
ECM
148
Evergreen Capital Management
Washington
$276K
PI
149
PFG Investments
New York
$264K -$509 -10 -0.2%
BFG
150
Berger Financial Group
Minnesota
$258K +$102 +2 +0%