DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

228 hedge funds and large institutions have $1.61B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 15 closing their positions.

Holders
228
Holders Change
+7
Holders Change %
+3.17%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
87
Reduced
78
Closed
15
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$5K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$847M 16,468,359 -6,660,809 -29%
Bank of America
2
Bank of America
North Carolina
$60.5M 1,176,642 -95,741 -8%
UA
3
Unison Advisors
District of Columbia
$42.3M 823,197 -303,729 -27%
Cerity Partners
4
Cerity Partners
New York
$39.9M 775,580 -2,882 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$35.1M 683,010 +25,305 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$29.4M 572,213 +9,624 +2%
LPL Financial
7
LPL Financial
California
$26.6M 517,279 +14,704 +3%
OMC
8
Old Mission Capital
Illinois
$24.5M 475,983 +151,151 +47%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$21.5M 418,329 +13,773 +3%
FPIS
10
Financial Planning & Information Services
Wisconsin
$19.3M 375,434 -12,903 -3%
Wells Fargo
11
Wells Fargo
California
$19.3M 374,889 -14,211 -4%
BFM
12
Boston Financial Management
Massachusetts
$19.1M 371,370 +1,354 +0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.2M 352,866 +53,658 +18%
Victory Capital Management
14
Victory Capital Management
Texas
$14.6M 284,323
HCM
15
Hengehold Capital Management
Ohio
$14.6M 284,084 -2,169 -0.8%
EB
16
Eastern Bank
Massachusetts
$14.2M 276,139 +1,282 +0.5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$14.2M 275,833 -32,697 -11%
MWA
18
MFA Wealth Advisors
Pennsylvania
$12.1M 235,134 +737 +0.3%
BW
19
BIP Wealth
Georgia
$11.8M 230,302 -24,896 -10%
GVAG
20
Great Valley Advisor Group
Delaware
$11.8M 228,564 -61,850 -21%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11M 214,739 -9,400 -4%
TIM
22
Tortoise Investment Management
New York
$10.8M 209,091 +20,586 +11%
UBS Group
23
UBS Group
Switzerland
$10.6M 205,328 +2,043 +1%
CCA
24
Checchi Capital Advisers
California
$10.4M 201,226 +3,268 +2%
EA
25
Efficient Advisors
Ohio
$9.57M 185,993 -16,764 -8%