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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

190 hedge funds and large institutions have $2.07B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
16
Increased
80
Reduced
64
Closed
19
Calls
$251K
Puts
$1.15M
Net Calls
-$894K
Net Calls Change
+$192K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.44B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M
5
BW
5
BIP Wealth
Georgia
$10.4M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.3M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
GHP Investment Advisors
Colorado
$152K – – –
SWM
152
Spire Wealth Management
Virginia
$145K +$838 +18 +0.6%
FFA
153
Farther Finance Advisors
California
$132K -$11.3K -243 -8%
QCG
154
Quadrant Capital Group
Ohio
$126K +$126K +2,700 New
AWM
155
Ameliora Wealth Management
Switzerland
$116K -$116K -2,500 -50%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$111K – – –
William Blair & Company
157
William Blair & Company
Illinois
$109K +$745 +16 +0.7%
HDIM
158
Hanson & Doremus Investment Management
Vermont
$96K -$53.8K -1,160 -36%
IA
159
IFP Advisors
Florida
$73.2K -$194K -4,177 -73%
WP
160
WealthPLAN Partners
Nebraska
$70.3K +$93 +2 +0.1%
LB
161
Legacy Bridge
Iowa
$69.8K – – –
Citadel Advisors
162
Citadel Advisors
Florida
$68.5K -$1.2M -25,762 -95%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$64.8K -$884 -19 -1%
CFD
164
Creative Financial Designs
Indiana
$63.1K +$30.5K +655 +93%
LSA
165
Lansing Street Advisors
Pennsylvania
$62.5K -$128K -2,760 -67%
RFA
166
Resurgent Financial Advisors
Georgia
$48.2K -$6.98K -150 -13%
MA
167
Montag & Associates
Georgia
$47K +$558 +12 +1%
SSB
168
Sandy Spring Bank
Maryland
$42.8K +$838 +18 +2%
DSC
169
Duncker Streett & Co
Missouri
$40.5K +$140 +3 +0.3%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$37.2K -$2.98K -64 -7%
BF
171
BOK Financial
Oklahoma
$36.8K -$2.75K -59 -7%
ACA
172
Atlas Capital Advisors
Wyoming
$33.5K – – –
CAL
173
Capital Analysts LLC
Pennsylvania
$25K +$25K +535 New
HI
174
Harbour Investments
Wisconsin
$22.7K -$47 -1 -0.2%
APC
175
Aspire Private Capital
North Carolina
$22K – – –
5 6
7
8 9