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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

231 hedge funds and large institutions have $1.54B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
96
Reduced
73
Closed
19
Calls
$934K
Puts
$5K
Net Calls
+$929K
Net Calls Change
+$919K

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$34.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$13.5M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
OMC
Old Mission Capital
Illinois
$34.3M
5
SWAG
Spectrum Wealth Advisory Group
California
$6.38M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$703M
2
Cerity Partners
Cerity Partners
New York
$11.6M
3
Jane Street
Jane Street
New York
$307K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.26M
5
FTUS
Flow Traders U.S.
New York
$874K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
151
Wedmont Private Capital
Pennsylvania
$302K – – –
SWM
152
Seed Wealth Management
Illinois
$293K -$8.06K -150 -3%
PI
153
PFG Investments
New York
$286K +$3.11K +58 +1%
STA
154
Summit Trail Advisors
New York
$276K +$276K +5,138 New
BFG
155
Berger Financial Group
Minnesota
$275K +$1.24K +23 +0.5%
ECM
156
Evergreen Capital Management
Washington
$274K -$17.1K -319 -6%
DWS
157
Discipline Wealth Solutions
South Carolina
$241K +$241K +4,495 New
MOS
158
MGO One Seven
Ohio
$241K +$241K +4,484 New
AAS
159
Ameritas Advisory Services
Nebraska
$240K +$644 +12 +0.3%
RJT
160
Raymond James Trust
Florida
$233K – – –
HWM
161
HB Wealth Management
Georgia
$233K +$1.34K +25 +0.6%
MWM
162
Modern Wealth Management
Kansas
$224K – – –
SWM
163
SigFig Wealth Management
California
$219K +$219K +4,055 New
CAL
164
Capital Analysts LLC
Pennsylvania
$218K +$129K +2,410 +146%
CM
165
Capital Management
Virginia
$215K – – –
TFM
166
Trademark Financial Management
Minnesota
$204K -$8.38K -156 -4%
Goldman Sachs
167
Goldman Sachs
New York
$202K +$202K +3,760 New
T
168
Tidemark
California
$189K -$28.6K -533 -13%
FFA
169
Farther Finance Advisors
California
$182K +$4.03K +75 +2%
AP
170
Aspect Partners
Virginia
$181K – – –
GIA
171
GHP Investment Advisors
Colorado
$172K – – –
HI
172
Harbour Investments
Wisconsin
$162K +$17K +316 +12%
SWM
173
Spire Wealth Management
Virginia
$160K -$18K -335 -10%
QCG
174
Quadrant Capital Group
Ohio
$145K – – –
CA
175
Clearstead Advisors
Ohio
$144K -$163K -3,031 -53%
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