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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PFG Investments
New York
$322K +$64.2K +1,309 +24%
AFG
127
Albion Financial Group
Utah
$319K
HCM
128
Hengehold Capital Management
Ohio
$318K -$86.9K -1,772 -21%
P
129
&Partners
Tennessee
$303K -$187K -3,808 -38%
STA
130
Summit Trail Advisors
New York
$300K +$52.3K +1,067 +21%
Corient Private Wealth
131
Corient Private Wealth
Florida
$297K -$652K -13,295 -68%
BPA
132
Beacon Pointe Advisors
California
$292K +$296K +6,043 New
CCM
133
Colorado Capital Management
Colorado
$289K -$21.2K -433 -7%
MFP
134
Meridian Financial Partners
Virginia
$289K
GS
135
GWN Securities
Florida
$286K +$268K +5,472 New
CWP
136
Cyndeo Wealth Partners
Florida
$282K +$98 +2 +0%
WTC
137
WhitTier Trust Company
Nevada
$274K
EMC
138
Everest Management Corp
California
$266K
SWM
139
Seed Wealth Management
Illinois
$263K
FA
140
FF Advisors
California
$263K
ASN
141
Advisory Services Network
Georgia
$260K +$264K +5,377 New
NS
142
NBC Securities
Alabama
$259K +$263K +5,354 +41,185%
SAG
143
SageView Advisory Group
California
$259K +$441 +9 +0.2%
FG
144
Fairman Group
Pennsylvania
$255K +$392 +8 +0.2%
SWM
145
SigFig Wealth Management
California
$251K +$17.9K +364 +8%
HNB
146
Huntington National Bank
Ohio
$247K
ECM
147
Evergreen Capital Management
Washington
$237K
AWM
148
Avaii Wealth Management
Wisconsin
$232K -$736 -15 -0.3%
FFA
149
Farther Finance Advisors
California
$231K +$87.2K +1,777 +60%
LWP
150
Laurel Wealth Planning
Minnesota
$230K -$5.08M -103,647 -96%

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.