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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
GHP Investment Advisors
Colorado
$147K – – –
SWM
152
Spire Wealth Management
Virginia
$142K +$36.6K +799 +35%
TWA
153
TCI Wealth Advisors
Arizona
$142K +$14.3K +313 +11%
FFA
154
Farther Finance Advisors
California
$141K +$141K +3,090 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$109K +$52.5K +1,146 +93%
William Blair & Company
156
William Blair & Company
Illinois
$106K – – –
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$88.7K -$721K -15,748 -89%
WP
158
WealthPLAN Partners
Nebraska
$69.1K +$69.1K +1,509 New
LB
159
Legacy Bridge
Iowa
$68.7K – – –
Fidelity Investments
160
Fidelity Investments
Massachusetts
$64.6K +$9.71K +212 +18%
RFA
161
Resurgent Financial Advisors
Georgia
$54.3K +$92 +2 +0.2%
MA
162
Montag & Associates
Georgia
$45.7K +$92 +2 +0.2%
SSB
163
Sandy Spring Bank
Maryland
$41.3K +$92 +2 +0.2%
DSC
164
Duncker Streett & Co
Missouri
$39.7K +$46 +1 +0.1%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$39.6K +$2.93K +64 +8%
BF
166
BOK Financial
Oklahoma
$38.9K +$38.9K +849 New
ACA
167
Atlas Capital Advisors
Wyoming
$33K +$3.16K +69 +11%
CFD
168
Creative Financial Designs
Indiana
$32.1K +$275 +6 +0.9%
GWM
169
Geneos Wealth Management
Colorado
$26.6K +$26.6K +581 New
HI
170
Harbour Investments
Wisconsin
$22.4K -$6.14K -134 -22%
APC
171
Aspire Private Capital
North Carolina
$21.6K – – –
VWM
172
Venturi Wealth Management
Texas
$21.4K +$21.4K +467 New
EWP
173
Elevation Wealth Partners
California
$18.8K +$18.8K +410 New
PTC
174
Private Trust Company
Ohio
$17.2K – – –
TCM
175
TD Capital Management
Tennessee
$13.4K +$46 +1 +0.3%
5 6
7
8 9