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WisdomTree Emerging Markets SmallCap Dividend Fund

252 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

41% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 66

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 230252 (+22)

0.48% more ownership

Funds ownership: 61.42%61.9% (+0.48%)

1% less capital invested

Capital invested by funds: $1.01B → $1B (-$8.07M)

Holders
252
Holders Change
+22
Holders Change %
+9.57%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
35
Increased
93
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
201
Osbon Capital Management
Massachusetts
$30.3K +$30.1K +529 New
SIS
202
Sound Income Strategies
Florida
$28.6K +$284 +5 +1%
RIL
203
Rothschild Investment LLC
Illinois
$27.1K +$114 +2 +0.4%
NS
204
NBC Securities
Alabama
$25.2K -$202K -3,557 -89%
NB
205
NBT Bank
New York
$24.2K
CFD
206
Creative Financial Designs
Indiana
$23.2K -$1.59K -28 -6%
MCM
207
MAI Capital Management
Ohio
$22.9K
MA
208
Montag & Associates
Georgia
$22.9K
EWP
209
Elevation Wealth Partners
California
$17.4K -$1.76K -31 -9%
KFAS
210
Keating Financial Advisory Services
Kansas
$17.2K +$17.1K +300 New
PTC
211
Private Trust Company
Ohio
$16.7K
IAIM
212
International Assets Investment Management
Florida
$14.9K +$14.8K +261 New
AWM
213
AE Wealth Management
Kansas
$14.3K +$57 +1 +0.4%
BHWM
214
Beaird Harris Wealth Management
Texas
$12.6K
TC
215
Trust Company
Kansas
$12.3K +$12.2K +215 New
DSC
216
Duncker Streett & Co
Missouri
$10.4K +$57 +1 +0.6%
RF
217
Rossby Financial
Florida
$10K +$9.95K +175 New
FFA
218
Frazier Financial Advisors
Ohio
$8.99K
MEG
219
Millstone Evans Group
Colorado
$8.76K
AC
220
AlphaCore Capital
California
$8.59K
BC
221
Broadwater Capital
Massachusetts
$8.07K
AF
222
Advisornet Financial
Minnesota
$7.21K
LFG
223
Larson Financial Group
Missouri
$7.16K +$7.11K +125 New
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$6.93K +$6.88K +121 New
SWP
225
Strategic Wealth Partners
Ohio
$6.18K