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WisdomTree Emerging Markets SmallCap Dividend Fund

231 hedge funds and large institutions have $1.54B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
96
Reduced
73
Closed
19
Calls
$934K
Puts
$5K
Net Calls
+$929K
Net Calls Change
+$919K
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
201
Elevation Wealth Partners
California
$22K
EWA
202
EverSource Wealth Advisors
Alabama
$15.7K
PTC
203
Private Trust Company
Ohio
$15.7K
PS
204
Principal Securities
Iowa
$12.1K +$8.06K +150 +197%
RI
205
Ridgewood Investments
New Jersey
$11.1K
FWP
206
FAS Wealth Partners
Kansas
$11K +$11K +205 New
VNA
207
Valley National Advisers
Pennsylvania
$11K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$10K +$169 +3 +2%
NA
209
NewEdge Advisors
Louisiana
$8.92K +$322 +6 +4%
WWP
210
WR Wealth Planners
Missouri
$8.81K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$8.67K -$16.4K -311 -65%
AA
212
Ancora Advisors
Ohio
$7.68K
S
213
Sachetta
Massachusetts
$7.14K
AF
214
Allworth Financial
California
$6.5K
FFA
215
Frazier Financial Advisors
Ohio
$6.46K +$6.46K +120 New
ACA
216
Aptus Capital Advisors
Alabama
$5.48K -$1.34K -25 -20%
TCM
217
TD Capital Management
Tennessee
$3.8K +$53 +1 +1%
RFG
218
REAP Financial Group
Texas
$3.49K +$54 +1 +2%
AssetMark Inc
219
AssetMark Inc
California
$3.12K +$3.12K +58 New
LI
220
LRI Investments
Florida
$2.47K
C
221
Covestor
United Kingdom
$2K -$389 -7 -16%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$859
UBS AM
223
UBS AM
Illinois
$859 +$859 +16 New
RWA
224
Redmont Wealth Advisors
Illinois
$806
GEA
225
Glen Eagle Advisors
New Jersey
$760 -$706 -13 -48%