DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

186 hedge funds and large institutions have $1.64B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 29 closing their positions.

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
24
Increased
71
Reduced
55
Closed
29
Calls
$620K
Puts
$3.27M
Net Calls
-$2.65M
Net Calls Change
+$263K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.13B 25,268,259 +2,022,933 +9%
Bank of America
2
Bank of America
North Carolina
$42M 941,134 +130,183 +16%
Cerity Partners
3
Cerity Partners
New York
$32.6M 731,341 +731,341 New
WA
4
Waddell & Associates
Tennessee
$25.3M 566,336 +10,595 +2%
Morgan Stanley
5
Morgan Stanley
New York
$23.1M 516,816 +15,322 +3%
Wells Fargo
6
Wells Fargo
California
$21.7M 485,789 +60,020 +14%
FPIS
7
Financial Planning & Information Services
Wisconsin
$19.7M 440,557 +78,105 +22%
HighTower Advisors
8
HighTower Advisors
Illinois
$17.6M 395,388 -5,536 -1%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$17M 380,253 +13,584 +4%
AWM
10
Aprio Wealth Management
Georgia
$16.4M 366,780 +28,684 +8%
BFM
11
Boston Financial Management
Massachusetts
$15.4M 344,823 -3,060 -0.9%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.1M 293,566 +5,422 +2%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$12.8M 286,162 -21,047 -7%
Victory Capital Management
14
Victory Capital Management
Texas
$12.7M 284,323
AFIA
15
America First Investment Advisors
Nebraska
$12.6M 283,054 +2,775 +1%
BEAM
16
Baker Ellis Asset Management
Washington
$10.6M 237,463 +17,704 +8%
EA
17
Efficient Advisors
Ohio
$9.55M 213,850 -13,212 -6%
Ameriprise
18
Ameriprise
Minnesota
$8.95M 202,338 +89,918 +80%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.51M 190,650 +10,975 +6%
Jane Street
20
Jane Street
New York
$7.54M 168,892 -155,882 -48%
NCM
21
Neumann Capital Management
California
$7.13M 159,757 +1,120 +0.7%
UBS Group
22
UBS Group
Switzerland
$6.88M 154,171 +82,629 +115%
TIM
23
Tortoise Investment Management
New York
$5.89M 132,020 +2,885 +2%
CJFS
24
Coulter & Justus Financial Services
Tennessee
$5.34M 119,542 +119,542 New
LPL Financial
25
LPL Financial
California
$5.06M 113,245 -33,941 -23%