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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
LB
176
Legacy Bridge
Iowa
$85.7K – – –
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$68.6K +$22K +389 +48%
CI
178
CX Institutional
Indiana
$67K +$66.7K +1,177 New
HDIM
179
Hanson & Doremus Investment Management
Vermont
$65K -$54.1K -954 -46%
CA
180
Clearstead Advisors
Ohio
$58.8K – – –
WANY
181
Wealthspire Advisors (New York)
New York
$55.6K +$55.1K +973 New
MPW
182
MASECO Private Wealth
$53K -$21.8K -384 -29%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$45.7K – – –
PGAM
184
Princeton Global Asset Management
New Jersey
$45.1K -$19.7K -347 -31%
CT
185
Colonial Trust
South Carolina
$42.8K -$1.59K -28 -4%
AUB
186
Atlantic Union Bankshares
Virginia
$41.7K +$41.4K +730 New
FFA
187
Founders Financial Alliance
North Carolina
$31.7K – – –
SIS
188
Sound Income Strategies
Florida
$27.2K +$397 +7 +1%
AAS
189
Ameritas Advisory Services
Nebraska
$27K -$79.6K -1,405 -75%
RIL
190
Rothschild Investment LLC
Illinois
$26.9K +$170 +3 +0.6%
CFD
191
Creative Financial Designs
Indiana
$24.7K -$61.6K -1,088 -72%
NB
192
NBT Bank
New York
$24.2K – – –
MCM
193
MAI Capital Management
Ohio
$22.8K -$11.6K -205 -34%
MA
194
Montag & Associates
Georgia
$22.8K – – –
BF
195
BOK Financial
Oklahoma
$20K – – –
EWP
196
Elevation Wealth Partners
California
$19.1K – – –
PTC
197
Private Trust Company
Ohio
$16.7K – – –
AWM
198
AE Wealth Management
Kansas
$14.2K +$57 +1 +0.4%
BHWM
199
Beaird Harris Wealth Management
Texas
$12.6K – – –
AF
200
Allworth Financial
California
$10.6K +$3.74K +66 +55%
6 7
8
9 10

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.