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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
MEG
201
Millstone Evans Group
Colorado
$7.39K
AA
202
Ancora Advisors
Ohio
$6.91K
BC
203
Broadwater Capital
Massachusetts
$6.81K -$6.77K -138 -49%
AF
204
Advisornet Financial
Minnesota
$6.09K +$6.18K +126 New
AF
205
Allworth Financial
California
$5.89K -$49 -1 -0.8%
S
206
Sachetta
Massachusetts
$5.75K
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$5.65K -$2.31K -47 -29%
HT
208
Headlands Technologies
Illinois
$5.12K +$5.2K +106 New
AssetMark Inc
209
AssetMark Inc
California
$4.25K +$2.31K +47 +115%
HI
210
Harbour Investments
Wisconsin
$3.62K -$148K -3,014 -98%
RFG
211
REAP Financial Group
Texas
$3.14K +$196 +4 +7%
SFGP
212
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.09K
AWM
213
AE Wealth Management
Kansas
$3.04K +$2.45K +50 +385%
NA
214
NewEdge Advisors
Louisiana
$2.53K -$4.95K -101 -66%
LI
215
LRI Investments
Florida
$2.42K
TRCT
216
Tower Research Capital (TRC)
New York
$918 +$932 +19 New
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$773
RWA
218
Redmont Wealth Advisors
Illinois
$725 +$736 +15 New
GEA
219
Glen Eagle Advisors
New Jersey
$689
ADL
220
Asset Dedication LLC
California
$629
CA
221
Continuum Advisory
Idaho
$386
FWP
222
FAS Wealth Partners
Kansas
$146 +$147 +3 New
CPBTD
223
Central Pacific Bank - Trust Division
Hawaii
$97
BTI
224
Blue Trust Inc
Georgia
$48
EPW
225
Evergreen Private Wealth
Colorado
$48

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.