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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
LPL Financial
3
LPL Financial
California
$23M
4
CCA
4
Checchi Capital Advisers
California
$10.2M
5
LWP
5
Laurel Wealth Planning
Minnesota
$5.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$64.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$20M
5
CA
5
Cetera Advisors
Colorado
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
151
Trademark Financial Management
Minnesota
$258K +$258K +5,166 New
BFG
152
Berger Financial Group
Minnesota
$253K -$23.8K -476 -9%
RJT
153
Raymond James Trust
Florida
$252K – – –
RA
154
RFG Advisory
Alabama
$246K -$98.2K -1,968 -29%
T
155
Tidemark
California
$245K +$245K +4,907 New
AWA
156
Arete Wealth Advisors
Illinois
$233K +$233K +4,672 New
CA
157
Claro Advisors
Massachusetts
$232K -$11.6K -232 -5%
ECM
158
Exchange Capital Management
Michigan
$229K +$229K +4,584 New
AAS
159
Avantax Advisory Services
Texas
$224K -$47K -942 -17%
HWM
160
HB Wealth Management
Georgia
$213K -$59.2K -1,185 -22%
RIM
161
Rockbridge Investment Management
New York
$181K +$181K +3,621 New
AP
162
Aspect Partners
Virginia
$168K +$168K +3,364 New
FFA
163
Farther Finance Advisors
California
$167K +$17.4K +349 +12%
GIA
164
GHP Investment Advisors
Colorado
$160K – – –
US Bancorp
165
US Bancorp
Minnesota
$159K -$20.7K -415 -12%
SWM
166
Spire Wealth Management
Virginia
$151K +$431 +9 +0.3%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$137K +$22.4K +448 +20%
William Blair & Company
168
William Blair & Company
Illinois
$117K – – –
IA
169
IFP Advisors
Florida
$107K +$26.3K +526 +32%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$104K +$150 +3 +0.1%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$92.4K +$349 +7 +0.4%
CFD
172
Creative Financial Designs
Indiana
$84.3K +$649 +13 +0.8%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$77K – – –
LB
174
Legacy Bridge
Iowa
$74.9K – – –
Comerica Bank
175
Comerica Bank
Texas
$71.8K -$56.4K -1,129 -44%
5 6
7
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