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WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PFG Investments
New York
$372K +$3.23K +63 +0.9%
AFG
127
Albion Financial Group
Utah
$364K
TFS
128
Thoroughbred Financial Services
Tennessee
$344K -$111K -2,167 -26%
IWC
129
Integrated Wealth Concepts
Massachusetts
$338K -$33K -644 -10%
CCM
130
Colorado Capital Management
Colorado
$331K
MFP
131
Meridian Financial Partners
Virginia
$331K
P
132
&Partners
Tennessee
$327K -$16.3K -318 -5%
CPW
133
Cove Private Wealth
New York
$326K +$302K +5,900 New
Mariner
134
Mariner
Kansas
$326K -$72.9K -1,424 -19%
WTC
135
WhitTier Trust Company
Nevada
$314K
SWM
136
SigFig Wealth Management
California
$304K +$20.1K +392 +8%
ASN
137
Advisory Services Network
Georgia
$296K +$1.13K +22 +0.4%
SAG
138
SageView Advisory Group
California
$296K -$1.33K -26 -0.5%
SWM
139
Seed Wealth Management
Illinois
$293K -$7.68K -150 -3%
FFA
140
Farther Finance Advisors
California
$292K +$27.6K +539 +11%
FA
141
FF Advisors
California
$286K
HNB
142
Huntington National Bank
Ohio
$282K
NS
143
NBC Securities
Alabama
$280K -$14.9K -292 -5%
FG
144
Fairman Group
Pennsylvania
$272K -$14.8K -290 -6%
ECM
145
Evergreen Capital Management
Washington
$271K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$262K +$33.5K +655 +16%
AI
147
Atria Investments
North Carolina
$261K +$1.18K +23 +0.5%
Northern Trust
148
Northern Trust
Illinois
$261K +$242K +4,724 New
AWM
149
Avaii Wealth Management
Wisconsin
$246K -$18.6K -363 -8%
MOS
150
MGO One Seven
Ohio
$239K -$6.4K -125 -3%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.