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WisdomTree Emerging Markets SmallCap Dividend Fund

241 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
87
Reduced
78
Closed
20
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
Seed Wealth Management
Illinois
$267K
FA
152
FF Advisors
California
$264K -$78.4K -1,540 -23%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$263K -$20.8K -426 -7%
PI
154
PFG Investments
New York
$262K +$1.57K +32 +0.6%
SAG
155
SageView Advisory Group
California
$261K +$261K +5,344 New
CWM
156
Chemistry Wealth Management
New York
$259K -$24.8K -507 -9%
LWM
157
Lionshead Wealth Management
New York
$258K +$258K +5,268 New
SG
158
StoneX Group
New York
$256K +$256K +5,227 New
FG
159
Fairman Group
Pennsylvania
$255K -$36.6K -749 -13%
OC
160
Optima Capital
Oregon
$253K +$253K +5,164 New
STA
161
Summit Trail Advisors
New York
$251K
BFG
162
Berger Financial Group
Minnesota
$251K +$636 +13 +0.3%
ECM
163
Evergreen Capital Management
Washington
$240K -$9.88K -202 -4%
AWM
164
Avaii Wealth Management
Wisconsin
$236K -$139K -2,841 -37%
SWM
165
SigFig Wealth Management
California
$234K +$35.9K +735 +18%
RWP
166
RWA Wealth Partners
Massachusetts
$230K +$230K +4,702 New
MOS
167
MGO One Seven
Ohio
$218K -$1.17K -24 -0.5%
AAS
168
Ameritas Advisory Services
Nebraska
$206K -$12.8K -261 -6%
MWM
169
Modern Wealth Management
Kansas
$204K
DWS
170
Discipline Wealth Solutions
South Carolina
$201K -$19.2K -392 -9%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$190K +$117K +2,388 +160%
ACA
172
Aptus Capital Advisors
Alabama
$179K +$174K +3,565 +3,495%
CAL
173
Capital Analysts LLC
Pennsylvania
$172K -$26.1K -535 -13%
SS
174
SBI Securities
Japan
$165K +$165K +3,379 New
AP
175
Aspect Partners
Virginia
$165K