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WisdomTree Emerging Markets SmallCap Dividend Fund

224 hedge funds and large institutions have $991M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.12% less ownership

Funds ownership: 65.23%64.11% (-1.1%)

8% less funds holding

Funds holding: 243224 (-19)

16% less capital invested

Capital invested by funds: $1.18B → $991M (-$186M)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
71
Reduced
87
Closed
33
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$340M -$92.5M -1,885,753 -21%
Bank of America
2
Bank of America
North Carolina
$52.9M -$5.09M -103,718 -9%
UA
3
Unison Advisors
District of Columbia
$34.7M -$4.36M -88,935 -11%
CWM
4
Congress Wealth Management
Massachusetts
$32.9M +$1.42M +28,908 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$27.6M +$1.76M +35,928 +7%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$26.3M +$435K +8,874 +2%
Morgan Stanley
7
Morgan Stanley
New York
$23.6M -$2.11M -43,061 -8%
LPL Financial
8
LPL Financial
California
$20.3M -$4.6M -93,850 -18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.3M +$270K +5,506 +1%
OMC
10
Old Mission Capital
Illinois
$19.1M +$319K +6,510 +2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$17.9M +$18.2M +371,009 New
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$13.2M +$335K +6,834 +3%
MWA
13
MFA Wealth Advisors
Pennsylvania
$13.2M +$802K +16,358 +6%
GVAG
14
Great Valley Advisor Group
Delaware
$12.4M +$541K +11,032 +4%
TIM
15
Tortoise Investment Management
New York
$12.4M +$847K +17,263 +7%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$12.4M +$2.28M +46,458 +22%
Wells Fargo
17
Wells Fargo
California
$11.5M -$2.76M -56,361 -19%
BW
18
BIP Wealth
Georgia
$11M -$1.77M -36,060 -14%
PAS
19
Park Avenue Securities
New York
$10.4M +$403K +8,211 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$5.4M -110,114 -34%
Raymond James Financial
21
Raymond James Financial
Florida
$9.71M -$1.13M -22,969 -10%
Cerity Partners
22
Cerity Partners
New York
$9.19M -$596K -12,159 -6%
EA
23
Efficient Advisors
Ohio
$9.07M -$289K -5,885 -3%
SWAG
24
Spectrum Wealth Advisory Group
California
$9.05M +$1.96M +40,032 +27%
UBS Group
25
UBS Group
Switzerland
$8.94M -$178K -3,632 -2%

DGS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2025, worth a combined $991M — down 16% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DGS and 18 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 71 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18.2M. The largest seller was Creative Planning, cutting an estimated $92.5M.

  • 224 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $991M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2025, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2025 and 33 closed out, a net change of -15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $18.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2025 was Creative Planning, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2025.