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WisdomTree Emerging Markets SmallCap Dividend Fund

184 hedge funds and large institutions have $1.49B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 53

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

8% more capital invested

Capital invested by funds: $1.38B → $1.49B (+$110M)

5% more funds holding

Funds holding: 175184 (+9)

2.69% more ownership

Funds ownership: 62.71%65.4% (+2.7%)

53% less call options, than puts

Call options by funds: $358K | Put options by funds: $754K

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
19
Increased
77
Reduced
53
Closed
8
Calls
$358K
Puts
$754K
Net Calls
-$396K
Net Calls Change
-$314K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$989M +$101M +1,855,296 +11%
PP
2
Palladium Partners
Virginia
$38.9M +$1.44M +26,445 +4%
Bank of America
3
Bank of America
North Carolina
$37.9M +$1.1M +20,178 +3%
WA
4
Waddell & Associates
Tennessee
$27.5M +$459K +8,456 +2%
Wells Fargo
5
Wells Fargo
California
$26.1M -$5.62M -103,479 -17%
Morgan Stanley
6
Morgan Stanley
New York
$22.8M -$380K -6,988 -2%
BFM
7
Boston Financial Management
Massachusetts
$19M +$199K +3,668 +1%
FPIS
8
Financial Planning & Information Services
Wisconsin
$16.8M +$124K +2,290 +0.7%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$16.2M +$299K +5,501 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$15.2M
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.7M -$585K -10,771 -4%
EA
12
Efficient Advisors
Ohio
$14.4M +$586K +10,794 +4%
AFIA
13
America First Investment Advisors
Nebraska
$14.3M -$184K -3,385 -1%
BEAM
14
Baker Ellis Asset Management
Washington
$9.99M +$175K +3,225 +2%
APF
15
Alaska Permanent Fund
Alaska
$9.64M +$9.79M +180,245 New
NCM
16
Neumann Capital Management
California
$8.48M -$21.6K -398 -0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.24M -$221K -4,066 -3%
LPL Financial
18
LPL Financial
California
$7.9M +$2.17M +39,879 +37%
UBS Group
19
UBS Group
Switzerland
$6.6M -$239K -4,395 -3%
TIM
20
Tortoise Investment Management
New York
$6.04M +$814K +14,980 +15%
SPIA
21
Steward Partners Investment Advisory
New York
$5.78M +$126K +2,323 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.43M +$367K +6,748 +7%
Ameriprise
23
Ameriprise
Minnesota
$5.33M +$57.9K +1,066 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.04M +$4.79M +88,178 +1,436%
KAS
25
Kestra Advisory Services
Texas
$4.53M +$2.53M +46,526 +122%