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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$227K -$2.85M -58,058 -93%
RWP
152
RWA Wealth Partners
Massachusetts
$227K
MOS
153
MGO One Seven
Ohio
$215K
DWS
154
Discipline Wealth Solutions
South Carolina
$204K +$6.13K +125 +3%
CA
155
CoreCap Advisors
Michigan
$204K -$2.16M -43,952 -91%
AAS
156
Ameritas Advisory Services
Nebraska
$203K
MWM
157
Modern Wealth Management
Kansas
$202K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$198K +$9.66K +197 +5%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$198K -$62.4K -1,273 -24%
ACA
160
Aptus Capital Advisors
Alabama
$176K -$981 -20 -0.5%
CAL
161
Capital Analysts LLC
Pennsylvania
$170K
AP
162
Aspect Partners
Virginia
$163K
GIA
163
GHP Investment Advisors
Colorado
$155K
SWM
164
Spire Wealth Management
Virginia
$138K -$5.79K -118 -4%
QCG
165
Quadrant Capital Group
Ohio
$130K
US Bancorp
166
US Bancorp
Minnesota
$129K
IA
167
IFP Advisors
Florida
$125K +$19.6K +399 +18%
SS
168
SBI Securities
Japan
$117K -$46.7K -953 -28%
Comerica Bank
169
Comerica Bank
Texas
$110K -$14.7K -300 -12%
William Blair & Company
170
William Blair & Company
Illinois
$108K -$4.91K -100 -4%
HDIM
171
Hanson & Doremus Investment Management
Vermont
$101K +$49 +1 +0%
CFD
172
Creative Financial Designs
Indiana
$83.4K -$20.8K -424 -20%
LB
173
Legacy Bridge
Iowa
$72.5K
CA
174
Clearstead Advisors
Ohio
$71.6K -$45.6K -930 -39%
NP
175
NorthRock Partners
Minnesota
$69.8K -$1.91K -39 -3%

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.