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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

228 hedge funds and large institutions have $1.61B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+7
Holders Change %
+3.17%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
87
Reduced
78
Closed
15
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$5K

Top Buyers

1
OMC
Old Mission Capital
Illinois
$24.5M
2
FTUS
Flow Traders U.S.
New York
$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$2.5M
5
Morgan Stanley
Morgan Stanley
New York
$35.1M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$847M
2
Jane Street
Jane Street
New York
$4.33M
3
UA
Unison Advisors
District of Columbia
$42.3M
4
RVPG
Relative Value Partners Group
$0
5
Citadel Advisors
Citadel Advisors
Florida
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$455K +$398K +7,744 +697%
MLA
127
My Legacy Advisors
Oregon
$452K -$134K -2,609 -23%
ECM
128
Exchange Capital Management
Michigan
$452K +$65.6K +1,275 +17%
TFS
129
Thoroughbred Financial Services
Tennessee
$434K +$150K +2,923 +53%
JWA
130
JFS Wealth Advisors
Pennsylvania
$427K -$37.7K -733 -8%
AWS
131
Atria Wealth Solutions
New York
$394K +$394K +7,668 New
CCM
132
Colorado Capital Management
Colorado
$386K -$13.5K -263 -3%
TWD
133
True Wealth Design
Ohio
$374K -$3.24K -63 -0.9%
OPWM
134
Oxinas Partners Wealth Management
Indiana
$362K +$362K +7,045 New
AFG
135
Albion Financial Group
Utah
$339K – – –
CWM
136
Chemistry Wealth Management
New York
$330K -$44.4K -863 -12%
MFP
137
Meridian Financial Partners
Virginia
$318K – – –
RA
138
RFG Advisory
Alabama
$306K +$26.1K +508 +9%
FG
139
Fairman Group
Pennsylvania
$303K -$18.3K -356 -6%
WPC
140
Wedmont Private Capital
Pennsylvania
$300K +$53 +1 +0%
CWP
141
Cyndeo Wealth Partners
Florida
$299K +$874 +17 +0.3%
HNB
142
Huntington National Bank
Ohio
$295K -$314K – –
CA
143
Clearstead Advisors
Ohio
$294K -$181K -3,511 -38%
WTC
144
WhitTier Trust Company
Nevada
$292K – – –
SWM
145
Seed Wealth Management
Illinois
$288K – – –
ECM
146
Evergreen Capital Management
Washington
$279K – – –
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$277K +$196K +3,733 +242%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$274K +$59.3K +1,153 +28%
PI
149
PFG Investments
New York
$271K +$3.5K +68 +1%
RIA
150
RPG Investment Advisory
California
$269K -$126K -2,459 -32%
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