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WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modern Wealth Management
Kansas
$231K
RWP
152
RWA Wealth Partners
Massachusetts
$230K -$27.5K -538 -11%
CA
153
CoreCap Advisors
Michigan
$229K -$3.69K -72 -2%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$224K +$614 +12 +0.3%
BFG
155
Berger Financial Group
Minnesota
$223K +$207K +4,038 New
AA
156
Armis Advisers
Georgia
$222K -$1.33M -25,939 -87%
CM
157
Capital Management
Virginia
$221K +$205K +4,000 New
Goldman Sachs
158
Goldman Sachs
New York
$212K +$196K +3,833 New
SG
159
StoneX Group
New York
$206K +$191K +3,726 New
ACA
160
Aptus Capital Advisors
Alabama
$199K -$1.84K -36 -1%
EWM
161
Evolution Wealth Management
Florida
$199K +$185K +3,606 New
CAL
162
Capital Analysts LLC
Pennsylvania
$195K
AP
163
Aspect Partners
Virginia
$186K
GIA
164
GHP Investment Advisors
Colorado
$177K
SWM
165
Spire Wealth Management
Virginia
$159K +$461 +9 +0.3%
IA
166
IFP Advisors
Florida
$157K +$13K +254 +10%
US Bancorp
167
US Bancorp
Minnesota
$148K
SS
168
SBI Securities
Japan
$146K +$10.9K +213 +9%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$130K +$121K +2,357 New
William Blair & Company
170
William Blair & Company
Illinois
$124K
HDIM
171
Hanson & Doremus Investment Management
Vermont
$115K +$154 +3 +0.1%
AAS
172
Ameritas Advisory Services
Nebraska
$104K -$119K -2,326 -55%
Comerica Bank
173
Comerica Bank
Texas
$103K -$21.4K -419 -18%
CFD
174
Creative Financial Designs
Indiana
$84K -$10.5K -206 -12%
LB
175
Legacy Bridge
Iowa
$82.9K

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.