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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$10K
PS
202
Principal Securities
Iowa
$9.45K -$2.2K -43 -20%
FFA
203
Frazier Financial Advisors
Ohio
$8.67K
MEG
204
Millstone Evans Group
Colorado
$8.45K
AC
205
AlphaCore Capital
California
$8.29K +$7.68K +150 New
AF
206
Advisornet Financial
Minnesota
$6.96K
BFPW
207
BOK Financial Private Wealth
Colorado
$6.68K +$6.19K +121 New
AF
208
Allworth Financial
California
$6.63K
S
209
Sachetta
Massachusetts
$6.57K
SWP
210
Strategic Wealth Partners
Ohio
$5.97K +$5.53K +108 New
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$5.14K -$1.23K -24 -21%
TFG
212
Team Financial Group
California
$4.92K +$4.56K +89 New
HI
213
Harbour Investments
Wisconsin
$4.14K
RFG
214
REAP Financial Group
Texas
$3.59K
DF
215
Dunhill Financial
United Kingdom
$2.9K +$2.66K +52 New
LI
216
LRI Investments
Florida
$2.76K
SIC
217
Salem Investment Counselors
North Carolina
$2.38K +$2.2K +43 New
S
218
SignatureFD
Georgia
$2.21K +$2.05K +40 New
SAM
219
Smartleaf Asset Management
Massachusetts
$2.07K -$8.96K -175 -83%
AssetMark Inc
220
AssetMark Inc
California
$1.22K -$3.38K -66 -75%
AAP
221
Arax Advisory Partners
Colorado
$966 +$870 +17 New
KG
222
Kilter Group
New York
$891 +$819 +16 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$884
RWA
224
Redmont Wealth Advisors
Illinois
$829
GEA
225
Glen Eagle Advisors
New Jersey
$796

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.