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WisdomTree Emerging Markets SmallCap Dividend Fund

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Shares
Change %
TFG
176
Team Financial Group
California
$65.8K -$1.25K -25 -2%
HI
177
Harbour Investments
Wisconsin
$63.3K +$34.7K +695 +121%
RFA
178
Resurgent Financial Advisors
Georgia
$53.4K +$349 +7 +0.7%
MA
179
Montag & Associates
Georgia
$51.2K +$299 +6 +0.6%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$47.7K +$7.74K +155 +19%
SSB
181
Sandy Spring Bank
Maryland
$47.1K +$449 +9 +1%
RIL
182
Rothschild Investment LLC
Illinois
$44.5K +$44.5K +892 New
DSC
183
Duncker Streett & Co
Missouri
$43.6K +$50 +1 +0.1%
BF
184
BOK Financial
Oklahoma
$39.4K
CPG
185
Custom Portfolio Group
Colorado
$38.4K +$38.4K +769 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$35K -$4.94K -100 -12%
ACA
187
Atlas Capital Advisors
Wyoming
$32.5K -$3.44K -69 -10%
CAL
188
Capital Analysts LLC
Pennsylvania
$27K
VWM
189
Venturi Wealth Management
Texas
$26.5K
APC
190
Aspire Private Capital
North Carolina
$23.6K
EWP
191
Elevation Wealth Partners
California
$19K
AssetMark Inc
192
AssetMark Inc
California
$17.2K +$17.2K +345 New
WIA
193
Wetzel Investment Advisors
Indiana
$15K +$15K +300 New
S
194
Sachetta
Massachusetts
$12.8K +$12.8K +256 New
PP
195
Pacifica Partners
Canada
$12.3K +$12.3K +257 New
RFG
196
REAP Financial Group
Texas
$10.4K +$10.4K +209 New
VNA
197
Valley National Advisers
Pennsylvania
$10K
NA
198
NewEdge Advisors
Louisiana
$7.99K
AF
199
Allworth Financial
California
$7.39K -$3K -60 -29%
AA
200
Ancora Advisors
Ohio
$7.14K