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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$64.5K +$26.2K +535 +67%
PGAM
177
Princeton Global Asset Management
New Jersey
$54.9K -$12.5K -255 -18%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$53.8K -$22.1K -450 -29%
MA
179
Montag & Associates
Georgia
$49.1K +$49 +1 +0.1%
CT
180
Colonial Trust
South Carolina
$38.2K +$4.66K +95 +14%
KB
181
Kimelman & Baird
New York
$36.9K
T
182
Tidemark
California
$36.2K -$6.57K -134 -15%
ACA
183
Atlas Capital Advisors
Wyoming
$31.4K
FFA
184
Founders Financial Alliance
North Carolina
$26.8K
HWP
185
Highline Wealth Partners
California
$26.5K +$26.9K +548 New
SIS
186
Sound Income Strategies
Florida
$22.5K +$49 +1 +0.2%
RIL
187
Rothschild Investment LLC
Illinois
$22.5K
CCM
188
Coldstream Capital Management
Washington
$20.6K +$20.9K +426 New
NB
189
NBT Bank
New York
$20.4K
EWP
190
Elevation Wealth Partners
California
$19.8K
MCM
191
MAI Capital Management
Ohio
$19.3K
BF
192
BOK Financial
Oklahoma
$16.9K -$20.8K -424 -55%
PTC
193
Private Trust Company
Ohio
$14.1K
Simplex Trading
194
Simplex Trading
Illinois
$13K +$14K +285 New
PS
195
Principal Securities
Iowa
$10.5K
SAM
196
Smartleaf Asset Management
Massachusetts
$10.3K -$1.05M -21,325 -99%
RI
197
Ridgewood Investments
New Jersey
$9.95K
DSC
198
Duncker Streett & Co
Missouri
$8.7K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$8K -$98 -2 -1%
FFA
200
Frazier Financial Advisors
Ohio
$7.58K +$7.7K +157 New

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.