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WisdomTree Emerging Markets SmallCap Dividend Fund
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Overview Fund Activity

241 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
87
Reduced
78
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11M
2
Ameriprise
2
Ameriprise
Minnesota
$17.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$26.2M
4
IWM
4
Inlight Wealth Management
Georgia
$5.45M
5
Jane Street
5
Jane Street
New York
$4.97M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$437M
2
HCM
2
Hengehold Capital Management
Ohio
$408K
3
OMC
3
Old Mission Capital
Illinois
$19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$289K
5
Morgan Stanley
5
Morgan Stanley
New York
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$437M 8,923,341 -4,170,916 -32%
Bank of America
2
Bank of America
North Carolina
$58.7M 1,198,946 +21,537 +2%
UA
3
Unison Advisors
District of Columbia
$39.5M 807,457 -8,921 -1%
CWM
4
Congress Wealth Management
Massachusetts
$31.9M 651,787 +11,002 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$26.2M 535,826 -31,458 -6%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$26.2M 535,590 +117,358 +28%
Morgan Stanley
7
Morgan Stanley
New York
$26.1M 532,548 -184,193 -26%
LPL Financial
8
LPL Financial
California
$25.1M 513,970 +4,053 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.2M 393,243 +17,509 +5%
OMC
10
Old Mission Capital
Illinois
$19M 388,722 -250,651 -39%
BFM
11
Boston Financial Management
Massachusetts
$17.9M 366,668 +2,958 +0.8%
Ameriprise
12
Ameriprise
Minnesota
$17.9M 365,074 +214,930 +143%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$15.6M 319,733 +3,630 +1%
Wells Fargo
14
Wells Fargo
California
$14.4M 294,113 -78,124 -21%
Victory Capital Management
15
Victory Capital Management
Texas
$13.9M 284,323 – –
EB
16
Eastern Bank
Massachusetts
$13.6M 278,911 +960 +0.3%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$13M 266,580 +13,841 +5%
BW
18
BIP Wealth
Georgia
$12.9M 264,513 +8,420 +3%
MWA
19
MFA Wealth Advisors
Pennsylvania
$12.6M 256,952 +25,748 +11%
GVAG
20
Great Valley Advisor Group
Delaware
$12.1M 246,357 +16,067 +7%
TIM
21
Tortoise Investment Management
New York
$11.7M 239,577 +8,658 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$11M 223,929 +223,929 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$10.2M 209,408 +33,792 +19%
PAS
24
Park Avenue Securities
New York
$10.1M 206,962 +18,637 +10%
Cerity Partners
25
Cerity Partners
New York
$9.9M 202,344 -13,508 -6%
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