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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
DSC
201
Duncker Streett & Co
Missouri
$10.3K -$57 -1 -0.5%
PS
202
Principal Securities
Iowa
$9.76K – – –
FFA
203
Frazier Financial Advisors
Ohio
$8.96K – – –
MEG
204
Millstone Evans Group
Colorado
$8.74K – – –
AC
205
AlphaCore Capital
California
$8.56K – – –
BC
206
Broadwater Capital
Massachusetts
$8.05K -$433K -7,648 -98%
AF
207
Advisornet Financial
Minnesota
$7.2K – – –
SWP
208
Strategic Wealth Partners
Ohio
$6.17K – – –
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$5.31K – – –
SGK
210
Steigerwald Gordon & Koch
Virginia
$5.16K +$5.1K +90 New
TFG
211
Team Financial Group
California
$5.08K – – –
HI
212
Harbour Investments
Wisconsin
$4.28K – – –
RFG
213
REAP Financial Group
Texas
$3.71K – – –
S
214
Sachetta
Massachusetts
$3.37K -$3.4K -60 -50%
DF
215
Dunhill Financial
United Kingdom
$3.04K +$57 +1 +2%
LI
216
LRI Investments
Florida
$2.85K – – –
T
217
Tidemark
California
$2.51K -$33.3K -588 -93%
S
218
SignatureFD
Georgia
$2.28K – – –
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2K +$1.98K +35 New
SAM
220
Smartleaf Asset Management
Massachusetts
$1.29K -$850 -15 -41%
AssetMark Inc
221
AssetMark Inc
California
$1.26K – – –
FLP
222
Financial Life Planners
Arizona
$1.18K +$1.19K +21 New
AAP
223
Arax Advisory Partners
Colorado
$1.01K – – –
TRCT
224
Tower Research Capital (TRC)
New York
$971 +$340 +6 +55%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$914 – – –
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.