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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
60
Reduced
56
Closed
17
Calls
$462K
Puts
$395K
Net Calls
+$67K
Net Calls Change
-$572K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$763M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.74M
3
CM
3
Capital Management
Virginia
$8.16M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$6.77M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$604K
2
VA
2
Valmark Advisers
Ohio
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$35.1M
5
BFG
5
Berger Financial Group
Minnesota
$284K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$763M 14,871,917 +1,899,186 +15%
Bank of America
2
Bank of America
North Carolina
$35.1M 683,891 -152,624 -18%
PP
3
Palladium Partners
Virginia
$33.3M 649,817 +20,760 +3%
Wells Fargo
4
Wells Fargo
California
$29.1M 567,177 +23,913 +4%
Morgan Stanley
5
Morgan Stanley
New York
$24.1M 469,351 -3,207 -0.7%
BFM
6
Boston Financial Management
Massachusetts
$17.7M 345,137 -771 -0.2%
FPIS
7
Financial Planning & Information Services
Wisconsin
$15.6M 304,944 +3,686 +1%
Victory Capital Management
8
Victory Capital Management
Texas
$14.6M 284,323 – –
GPWA
9
Great Point Wealth Advisors
Massachusetts
$14.6M 284,208 +15,820 +6%
EWMCB
10
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.5M 282,354 +3,755 +1%
AFIA
11
America First Investment Advisors
Nebraska
$13.5M 262,322 -4,121 -2%
EA
12
Efficient Advisors
Ohio
$13.3M 259,112 -39,766 -13%
BEAM
13
Baker Ellis Asset Management
Washington
$9.18M 179,039 +19,906 +13%
CM
14
Capital Management
Virginia
$8.16M 159,123 +111,283 +233%
NCM
15
Neumann Capital Management
California
$8.08M 157,494 -120 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.84M 152,766 -32,237 -17%
UBS Group
17
UBS Group
Switzerland
$6.77M 132,038 +43,802 +50%
Citadel Advisors
18
Citadel Advisors
Florida
$6.74M 131,330 +131,330 New
SPIA
19
Steward Partners Investment Advisory
New York
$5.89M 114,860 +14,477 +14%
LPL Financial
20
LPL Financial
California
$5.64M 109,995 +17,247 +19%
Ameriprise
21
Ameriprise
Minnesota
$5.08M 98,868 +21,144 +27%
SLWS
22
Swaine & Leidel Wealth Services
Florida
$4.92M 95,980 +13,505 +16%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$4.49M 87,607 -14,140 -14%
TIM
24
Tortoise Investment Management
New York
$4.49M 87,574 +12,468 +17%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.48M 87,353 +87,328 +349,312%
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