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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
BWM
3
BKM Wealth Management
Wisconsin
$13M
4
LPL Financial
4
LPL Financial
California
$23M
5
CCA
5
Checchi Capital Advisers
California
$10.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$64.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$20M
5
CA
5
Cetera Advisors
Colorado
$883K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.64B 32,827,093 +1,038,157 +3%
Bank of America
2
Bank of America
North Carolina
$64.4M 1,290,268 -56,268 -4%
Morgan Stanley
3
Morgan Stanley
New York
$63.3M 1,267,730 +599,595 +90%
UA
4
Unison Advisors
District of Columbia
$55.3M 1,108,242 +8,688 +0.8%
Cerity Partners
5
Cerity Partners
New York
$38.6M 773,302 +8,833 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$26.3M 526,178 +25,297 +5%
LPL Financial
7
LPL Financial
California
$23M 461,539 +228,532 +98%
Wells Fargo
8
Wells Fargo
California
$20.6M 412,094 -32,314 -7%
FPIS
9
Financial Planning & Information Services
Wisconsin
$20M 400,184 -46,740 -10%
EB
10
Eastern Bank
Massachusetts
$19.7M 394,356 -750 -0.2%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$19.5M 396,690 +1,337 +0.3%
BFM
12
Boston Financial Management
Massachusetts
$18.1M 362,731 -7,652 -2%
GVAG
13
Great Valley Advisor Group
Delaware
$15.4M 308,814 +9,700 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 290,224 -53,553 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$14.4M 289,054 +7,411 +3%
HCM
16
Hengehold Capital Management
Ohio
$14.2M 285,404 +2,991 +1%
Victory Capital Management
17
Victory Capital Management
Texas
$14.2M 284,323 – –
GPWA
18
Great Point Wealth Advisors
Massachusetts
$13.7M 274,874 +14,407 +6%
BWM
19
BKM Wealth Management
Wisconsin
$13M 8,824,648 +8,824,648 New
BW
20
BIP Wealth
Georgia
$12.5M 249,576 +18,641 +8%
MWA
21
MFA Wealth Advisors
Pennsylvania
$11.7M 234,084 +5,570 +2%
RVPG
22
Relative Value Partners Group
$10.6M 212,304 +48,610 +30%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.2M 205,081 -9,838 -5%
CCA
24
Checchi Capital Advisers
California
$10.2M 203,994 +118,869 +140%
CAG
25
Csenge Advisory Group
Florida
$10.1M 203,196 +1,265 +0.6%
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