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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
3.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
81
Reduced
50
Closed
12
Calls
$366K
Puts
$1.45M
Net Calls
-$1.09M
Net Calls Change
-$26K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
HCM
2
Hengehold Capital Management
Ohio
$13M
3
UA
3
Unison Advisors
District of Columbia
$52.9M
4
EB
4
Eastern Bank
Massachusetts
$11.6M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$9.95M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$978K
2
BEAM
2
Baker Ellis Asset Management
Washington
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$3.75M
4
Wells Fargo
4
Wells Fargo
California
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.33B 28,939,465 +685,468 +2%
Bank of America
2
Bank of America
North Carolina
$62.5M 1,365,249 +110,332 +9%
UA
3
Unison Advisors
District of Columbia
$52.9M 1,155,609 +255,498 +28%
Cerity Partners
4
Cerity Partners
New York
$34.6M 763,147 +18,305 +2%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M 604,804 +86,292 +17%
FPIS
6
Financial Planning & Information Services
Wisconsin
$22.1M 483,711 -15,412 -3%
Wells Fargo
7
Wells Fargo
California
$21M 459,224 -61,695 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.8M 455,368 +21,644 +5%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$17.8M 389,312 +2,359 +0.6%
BFM
10
Boston Financial Management
Massachusetts
$16.5M 359,319 +8,956 +3%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.4M 292,499 -3,230 -1%
GVAG
12
Great Valley Advisor Group
Delaware
$13.3M 291,277 -13,389 -4%
HCM
13
Hengehold Capital Management
Ohio
$13M 284,551 +284,551 New
Victory Capital Management
14
Victory Capital Management
Texas
$13M 284,323 – –
EB
15
Eastern Bank
Massachusetts
$11.6M 253,228 +253,228 New
GPWA
16
Great Point Wealth Advisors
Massachusetts
$11.2M 244,708 +8,765 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$10.9M 237,397 +43,643 +23%
RVPG
18
Relative Value Partners Group
$10.9M 236,972 +38,978 +20%
MWA
19
MFA Wealth Advisors
Pennsylvania
$9.95M 217,234 +217,234 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.89M 216,061 +73,482 +52%
EA
21
Efficient Advisors
Ohio
$9.8M 213,997 -2,424 -1%
BW
22
BIP Wealth
Georgia
$8.96M 195,855 +195,855 New
CAG
23
Csenge Advisory Group
Florida
$8.94M 195,134 +3,185 +2%
Ameriprise
24
Ameriprise
Minnesota
$8.51M 185,935 +564 +0.3%
UBS Group
25
UBS Group
Switzerland
$7.78M 169,797 -17,340 -9%
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