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WisdomTree Emerging Markets SmallCap Dividend Fund

221 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
86
Reduced
67
Closed
16
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
176
Realta Investment Advisors
Delaware
$56.5K +$56.5K +1,111 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$54.4K +$5.85K +115 +12%
MA
178
Montag & Associates
Georgia
$52.2K
SSB
179
Sandy Spring Bank
Maryland
$48.1K +$51 +1 +0.1%
RIL
180
Rothschild Investment LLC
Illinois
$45.4K
DSC
181
Duncker Streett & Co
Missouri
$44.5K
BlackRock
182
BlackRock
New York
$39.4K +$39.4K +775 New
CPG
183
Custom Portfolio Group
Colorado
$39.1K
ACA
184
Atlas Capital Advisors
Wyoming
$33.1K
FFA
185
Founders Financial Alliance
North Carolina
$28.2K +$28.2K +555 New
CAL
186
Capital Analysts LLC
Pennsylvania
$27K
VWM
187
Venturi Wealth Management
Texas
$27K
PMFA
188
Plante Moran Financial Advisors
Michigan
$24.3K +$24.3K +478 New
TSWM
189
Tyler-Stone Wealth Management
Ohio
$24.3K +$24.3K +477 New
Comerica Bank
190
Comerica Bank
Texas
$24K -$49.1K -966 -67%
APC
191
Aspire Private Capital
North Carolina
$24K
Bessemer Group
192
Bessemer Group
New Jersey
$21K +$21K +405 New
EWP
193
Elevation Wealth Partners
California
$20.9K
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6K +$17.6K +347 New
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$15.6K -$62.9K -1,237 -80%
WIA
196
Wetzel Investment Advisors
Indiana
$15K
EWA
197
EverSource Wealth Advisors
Alabama
$14.9K +$14.9K +293 New
PP
198
Pacifica Partners
Canada
$13.1K
S
199
Sachetta
Massachusetts
$12.8K
HCP
200
Hexagon Capital Partners
Arkansas
$10.2K +$4.84K +95 +90%