We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$353K -$849K -14,990 -71%
IWC
127
Integrated Wealth Concepts
Massachusetts
$347K -$3.17K -56 -0.9%
CCM
128
Colorado Capital Management
Colorado
$342K – – –
MFP
129
Meridian Financial Partners
Virginia
$341K -$1.19K -21 -0.4%
P
130
&Partners
Tennessee
$333K -$4.48K -79 -1%
CA
131
Claro Advisors
Massachusetts
$328K +$326K +5,749 New
WTC
132
WhitTier Trust Company
Nevada
$325K – – –
Mariner
133
Mariner
Kansas
$316K -$20.1K -354 -6%
AI
134
Atria Investments
North Carolina
$312K +$42K +742 +16%
ASN
135
Advisory Services Network
Georgia
$310K +$1.53K +27 +0.5%
Northern Trust
136
Northern Trust
Illinois
$307K +$36.5K +645 +14%
SAG
137
SageView Advisory Group
California
$305K +$1.08K +19 +0.4%
SWM
138
Seed Wealth Management
Illinois
$303K – – –
FFA
139
Farther Finance Advisors
California
$297K -$4.82K -85 -2%
FA
140
FF Advisors
California
$296K – – –
HNB
141
Huntington National Bank
Ohio
$292K – – –
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$287K +$285K +5,034 New
ECM
143
Evergreen Capital Management
Washington
$280K – – –
Jones Financial Companies
144
Jones Financial Companies
Missouri
$279K +$47.3K +835 +20%
AWM
145
Avaii Wealth Management
Wisconsin
$254K -$170 -3 -0.1%
MWM
146
Modern Wealth Management
Kansas
$239K – – –
RWP
147
RWA Wealth Partners
Massachusetts
$238K – – –
FG
148
Fairman Group
Pennsylvania
$236K -$44.7K -789 -16%
BFG
149
Berger Financial Group
Minnesota
$232K +$1.7K +30 +0.7%
CM
150
Capital Management
Virginia
$228K – – –
4 5
6
7 8

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.