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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

190 hedge funds and large institutions have $2.07B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
16
Increased
80
Reduced
64
Closed
19
Calls
$251K
Puts
$1.15M
Net Calls
-$894K
Net Calls Change
+$192K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.44B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M
5
BW
5
BIP Wealth
Georgia
$10.4M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.3M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
176
Venturi Wealth Management
Texas
$21.7K – – –
IPW
177
Impact Partnership Wealth
Georgia
$20.2K +$20.2K +435 New
EWP
178
Elevation Wealth Partners
California
$19.1K – – –
TCM
179
TD Capital Management
Tennessee
$13.9K +$279 +6 +2%
VNA
180
Valley National Advisers
Pennsylvania
$10K – – –
AF
181
Allworth Financial
California
$9.68K – – –
RI
182
Ridgewood Investments
New Jersey
$9.59K – – –
NA
183
NewEdge Advisors
Louisiana
$7.45K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.26K – – –
AA
185
Ancora Advisors
Ohio
$6.65K – – –
C
186
Covestor
United Kingdom
$5K -$2.06K -45 -29%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +100 New
WT
188
Washington Trust
Rhode Island
$3.49K – – –
Simplex Trading
189
Simplex Trading
Illinois
$2K -$132K -3,946 -99%
GEA
190
Glen Eagle Advisors
New Jersey
$1.26K – – –
LF
191
Lee Financial
Texas
$94 +$94 +2 New
OMC
192
Old Mission Capital
Illinois
– -$6.08M -132,760 Closed
FTUS
193
Flow Traders U.S.
New York
– -$3.75M -81,967 Closed
Goldman Sachs
194
Goldman Sachs
New York
– -$3.43M -74,861 Closed
RWA
195
Rooted Wealth Advisors
Illinois
– -$1.11M -23,854 Closed
DTL
196
Dynamic Technology Lab
Singapore
– -$221K -4,830 Closed
3LCM
197
3D/L Capital Management
Connecticut
– -$201K -4,388 Closed
AAS
198
Ameritas Advisory Services
Nebraska
– -$202K -4,381 Closed
GWM
199
Geneos Wealth Management
Colorado
– -$26.6K -581 Closed
PTC
200
Private Trust Company
Ohio
– -$17.2K -376 Closed
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8
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