We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
176
MASECO Private Wealth
$72.4K +$67.2K +1,312 New
JP Morgan Chase
177
JP Morgan Chase
New York
$69.9K -$568K -11,091 -90%
PGAM
178
Princeton Global Asset Management
New Jersey
$62.8K
CA
179
Clearstead Advisors
Ohio
$56.9K -$23.2K -453 -31%
BlackRock
180
BlackRock
New York
$55.7K +$51.7K +1,009 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$44.9K -$15.4K -300 -27%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$44.2K -$27.4K -535 -40%
CT
183
Colonial Trust
South Carolina
$42.8K -$307 -6 -0.8%
KB
184
Kimelman & Baird
New York
$42.1K
ACA
185
Atlas Capital Advisors
Wyoming
$36K
T
186
Tidemark
California
$34.9K -$6.04K -118 -16%
MCM
187
MAI Capital Management
Ohio
$33.4K +$10.5K +205 +51%
FFA
188
Founders Financial Alliance
North Carolina
$30.7K
PC
189
Promus Capital
Illinois
$30.3K +$28.1K +548 New
SIS
190
Sound Income Strategies
Florida
$26K +$205 +4 +0.9%
RIL
191
Rothschild Investment LLC
Illinois
$25.9K +$102 +2 +0.4%
NB
192
NBT Bank
New York
$23.4K
MA
193
Montag & Associates
Georgia
$22.1K -$31.6K -617 -61%
BF
194
BOK Financial
Oklahoma
$19.3K
EWP
195
Elevation Wealth Partners
California
$18.5K -$3.84K -75 -18%
PTC
196
Private Trust Company
Ohio
$16.1K
AWM
197
AE Wealth Management
Kansas
$13.6K +$9.42K +184 +292%
BHWM
198
Beaird Harris Wealth Management
Texas
$12.2K +$11.3K +220 New
RI
199
Ridgewood Investments
New Jersey
$11.4K
DSC
200
Duncker Streett & Co
Missouri
$10K +$102 +2 +1%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.