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WisdomTree Emerging Markets SmallCap Dividend Fund

241 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
87
Reduced
78
Closed
20
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
201
Atlas Capital Advisors
Wyoming
$31.8K
VWM
202
Venturi Wealth Management
Texas
$30.7K
FFA
203
Founders Financial Alliance
North Carolina
$27.2K
RIL
204
Rothschild Investment LLC
Illinois
$22.8K -$21.1K -431 -48%
SIS
205
Sound Income Strategies
Florida
$22.8K +$147 +3 +0.6%
NB
206
NBT Bank
New York
$20.7K
EWP
207
Elevation Wealth Partners
California
$20.1K
MCM
208
MAI Capital Management
Ohio
$19.6K +$19.6K +400 New
T
209
Transce3nd
Texas
$15.5K +$15.5K +317 New
MCM
210
Mainstream Capital Management
California
$15.3K +$15.3K +313 New
SIM
211
Synergy Investment Management
Florida
$15.2K +$15.2K +310 New
PTC
212
Private Trust Company
Ohio
$14.3K
PS
213
Principal Securities
Iowa
$10.5K -$587 -12 -5%
RI
214
Ridgewood Investments
New Jersey
$10.1K
OP
215
ORG Partners
Indiana
$9.59K +$9.59K +196 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$9K
DSC
217
Duncker Streett & Co
Missouri
$8.79K -$34.1K -699 -80%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$8.02K
WWP
219
WR Wealth Planners
Missouri
$8.02K
MEG
220
Millstone Evans Group
Colorado
$7.49K +$7.49K +153 New
NA
221
NewEdge Advisors
Louisiana
$7.48K -$636 -13 -8%
AA
222
Ancora Advisors
Ohio
$7K
AF
223
Allworth Financial
California
$5.93K
S
224
Sachetta
Massachusetts
$5.82K -$685 -14 -11%
SFG
225
Stonebridge Financial Group
Pennsylvania
$3.13K +$3.13K +64 New