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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$12.8K +280 New
VNA
177
Valley National Advisers
Pennsylvania
$10K – – –
IAIM
178
International Assets Investment Management
Florida
$9.62K +$9.62K +210 New
AF
179
Allworth Financial
California
$9.53K – – –
RI
180
Ridgewood Investments
New Jersey
$9.43K +$9.43K +206 New
BlackRock
181
BlackRock
New York
$7.97K +$7.97K +174 New
NA
182
NewEdge Advisors
Louisiana
$7.33K -$14.5K -317 -66%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.14K – – –
C
184
Covestor
United Kingdom
$7K -$1K -22 -13%
AWM
185
Accel Wealth Management
Iowa
$6.99K – – –
AA
186
Ancora Advisors
Ohio
$6.55K +$6.55K +143 New
BWL
187
Bogart Wealth LLC
Virginia
$6.04K – – –
ONST
188
Old North State Trust
North Carolina
$6K +$6K +122 New
NFSG
189
Newbridge Financial Services Group
Florida
$5.92K – – –
BWM
190
Baystate Wealth Management
Massachusetts
$5.39K – – –
WT
191
Washington Trust
Rhode Island
$3.43K – – –
GEA
192
Glen Eagle Advisors
New Jersey
$1.24K – – –
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$1.18K +$12 +261 +1%
NECFA
194
New England Capital Financial Advisors
Connecticut
$735 – – –
ACA
195
Aptus Capital Advisors
Alabama
$234 – – –
RWA
196
Redmont Wealth Advisors
Illinois
– -$296K -6,740 Closed
HHGA
197
Halbert Hargrove Global Advisors
California
– -$227K -5,161 Closed
PCIA
198
Prime Capital Investment Advisors
Kansas
– -$225K -5,106 Closed
USCWA
199
U.S. Capital Wealth Advisors
Texas
– -$99.9K -2,270 Closed
ASN
200
Advisory Services Network
Georgia
– -$30.2K -687 Closed
5 6 7
8
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