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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

190 hedge funds and large institutions have $2.07B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
16
Increased
80
Reduced
64
Closed
19
Calls
$251K
Puts
$1.15M
Net Calls
-$894K
Net Calls Change
+$192K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.44B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M
5
BW
5
BIP Wealth
Georgia
$10.4M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.3M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$21.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.44B 30,890,964 +1,951,499 +7%
Bank of America
2
Bank of America
North Carolina
$63.9M 1,373,168 +7,919 +0.6%
UA
3
Unison Advisors
District of Columbia
$52.5M 1,128,745 -26,864 -2%
Cerity Partners
4
Cerity Partners
New York
$35.6M 765,663 +2,516 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$30.1M 646,930 +42,126 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$22.4M 480,270 +24,902 +5%
FPIS
7
Financial Planning & Information Services
Wisconsin
$21.2M 456,381 -27,330 -6%
Wells Fargo
8
Wells Fargo
California
$20.9M 448,130 -11,094 -2%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$18.1M 388,749 -563 -0.1%
BFM
10
Boston Financial Management
Massachusetts
$16.9M 364,150 +4,831 +1%
GVAG
11
Great Valley Advisor Group
Delaware
$13.9M 298,100 +6,823 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$13.2M 284,323 – –
HCM
13
Hengehold Capital Management
Ohio
$13.2M 283,249 -1,302 -0.5%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.9M 277,838 -14,661 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$12.8M 275,229 +37,832 +16%
EB
16
Eastern Bank
Massachusetts
$11.9M 254,849 +1,621 +0.6%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$11.8M 254,028 +9,320 +4%
RVPG
18
Relative Value Partners Group
$11M 237,092 +120 +0.1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$10.7M 229,937 +13,876 +6%
BW
20
BIP Wealth
Georgia
$10.4M 223,742 +27,887 +14%
MWA
21
MFA Wealth Advisors
Pennsylvania
$10.3M 222,168 +4,934 +2%
EA
22
Efficient Advisors
Ohio
$9.71M 208,785 -5,212 -2%
CAG
23
Csenge Advisory Group
Florida
$9.43M 202,718 +7,584 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$9.28M 199,383 +43,058 +28%
Ameriprise
25
Ameriprise
Minnesota
$8.59M 170,881 -15,054 -8%
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