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WisdomTree Emerging Markets SmallCap Dividend Fund

152 hedge funds and large institutions have $841M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
18
Increased
40
Reduced
67
Closed
21
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$475M +$33.7M +815,188 +8%
Bank of America
2
Bank of America
North Carolina
$34.4M -$2.64M -63,850 -7%
PP
3
Palladium Partners
Virginia
$25.6M +$448K +10,830 +2%
Wells Fargo
4
Wells Fargo
California
$22.5M -$358K -8,658 -2%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M -$579K -13,997 -3%
BFM
6
Boston Financial Management
Massachusetts
$14.2M +$102K +2,476 +0.7%
EA
7
Efficient Advisors
Ohio
$13.4M -$214K -5,168 -2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$12M +$70.7K +1,710 +0.6%
Victory Capital Management
9
Victory Capital Management
Texas
$11.8M
AFIA
10
America First Investment Advisors
Nebraska
$11.5M -$75.1K -1,817 -0.7%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.3M -$47.7K -1,154 -0.4%
3AM
12
3D Asset Management
Connecticut
$10.6M -$1.53M -36,883 -13%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$9.94M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.86M -$232K -5,606 -3%
VA
15
Valmark Advisers
Ohio
$7.51M -$124K -2,991 -2%
NCM
16
Neumann Capital Management
California
$6.61M -$452K -10,928 -6%
Citadel Advisors
17
Citadel Advisors
Florida
$6.23M +$742K +17,948 +14%
BEAM
18
Baker Ellis Asset Management
Washington
$6.02M +$385K +9,315 +7%
AAS
19
Avantax Advisory Services
Texas
$5.86M -$2.16M -52,243 -27%
Jane Street
20
Jane Street
New York
$5.7M -$3.13M -75,762 -35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.47M +$1.51M +36,457 +51%
LPL Financial
22
LPL Financial
California
$4.01M +$369K +8,934 +10%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$3.99M -$146K -3,526 -4%
SPIA
24
Steward Partners Investment Advisory
New York
$3.91M +$402K +9,710 +11%
UA
25
Unison Advisors
District of Columbia
$3.65M +$75.8K +1,834 +2%