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WisdomTree Emerging Markets SmallCap Dividend Fund

231 hedge funds and large institutions have $1.54B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
96
Reduced
73
Closed
19
Calls
$934K
Puts
$5K
Net Calls
+$929K
Net Calls Change
+$919K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$703M 13,094,257 -3,374,102 -20%
Bank of America
2
Bank of America
North Carolina
$63.2M 1,177,409 +767 +0.1%
UA
3
Unison Advisors
District of Columbia
$43.8M 816,378 -6,819 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$38.5M 716,741 +33,731 +5%
CWM
5
Congress Wealth Management
Massachusetts
$34.4M 640,785 +640,785 New
OMC
6
Old Mission Capital
Illinois
$34.3M 639,373 +163,390 +34%
HighTower Advisors
7
HighTower Advisors
Illinois
$30.5M 567,284 -4,929 -0.9%
LPL Financial
8
LPL Financial
California
$27.4M 509,917 -7,362 -1%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$22.5M 418,232 -97 -0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.2M 375,734 +22,868 +6%
Wells Fargo
11
Wells Fargo
California
$20M 372,237 -2,652 -0.7%
BFM
12
Boston Financial Management
Massachusetts
$19.5M 363,710 -7,660 -2%
FPIS
13
Financial Planning & Information Services
Wisconsin
$19.5M 363,121 -12,313 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$17M 316,103 +40,270 +15%
HCM
15
Hengehold Capital Management
Ohio
$15.4M 286,360 +2,276 +0.8%
Victory Capital Management
16
Victory Capital Management
Texas
$15.3M 284,323
EB
17
Eastern Bank
Massachusetts
$14.9M 277,951 +1,812 +0.7%
BW
18
BIP Wealth
Georgia
$13.8M 256,093 +25,791 +11%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$13.5M 252,739 +252,739 New
MWA
20
MFA Wealth Advisors
Pennsylvania
$12.4M 231,204 -3,930 -2%
TIM
21
Tortoise Investment Management
New York
$12.4M 230,919 +21,828 +10%
GVAG
22
Great Valley Advisor Group
Delaware
$12.4M 230,290 +1,726 +0.8%
CCA
23
Checchi Capital Advisers
California
$12.3M 228,842 +27,616 +14%
Citadel Advisors
24
Citadel Advisors
Florida
$12M 223,914 +176,214 +369%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$11.9M 220,952 +6,213 +3%