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WisdomTree Emerging Markets SmallCap Dividend Fund

230 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 224230 (+6)

3% more capital invested

Capital invested by funds: $991M → $1.02B (+$28.7M)

2.18% less ownership

Funds ownership: 64.11%61.93% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
+6
Holders Change %
+2.68%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
74
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$300M -$82.5M -1,612,214 -23%
Bank of America
2
Bank of America
North Carolina
$61.1M +$529K +10,341 +0.9%
CWM
3
Congress Wealth Management
Massachusetts
$38.8M +$1.11M +21,616 +3%
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$30.7M +$638K +12,459 +2%
UA
5
Unison Advisors
District of Columbia
$29.5M -$9.45M -184,601 -26%
HighTower Advisors
6
HighTower Advisors
Illinois
$28.1M -$3.27M -63,953 -11%
Morgan Stanley
7
Morgan Stanley
New York
$27.8M +$674K +13,158 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.3M +$1.19M +23,230 +6%
LPL Financial
9
LPL Financial
California
$23.3M +$70.7K +1,381 +0.3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$21M +$442K +8,626 +2%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$18.5M +$4.04M +78,891 +31%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$15.7M +$507K +9,906 +4%
GVAG
13
Great Valley Advisor Group
Delaware
$15.5M +$1.15M +22,531 +9%
TIM
14
Tortoise Investment Management
New York
$14.8M +$531K +10,375 +4%
Raymond James Financial
15
Raymond James Financial
Florida
$13.6M +$2.36M +46,096 +23%
Wells Fargo
16
Wells Fargo
California
$13.3M +$168K +3,279 +1%
FTUS
17
Flow Traders U.S.
New York
$13M +$12M +234,537 New
PAS
18
Park Avenue Securities
New York
$12.9M +$915K +17,875 +8%
BW
19
BIP Wealth
Georgia
$11.3M -$1.19M -23,328 -10%
EA
20
Efficient Advisors
Ohio
$9.99M -$350K -6,840 -4%
Cerity Partners
21
Cerity Partners
New York
$9.99M -$482K -9,424 -5%
NCM
22
Neumann Capital Management
California
$8.98M -$183K -3,581 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$8.69M +$1.78M +34,682 +28%
CCA
24
Checchi Capital Advisers
California
$8.51M -$1.26M -24,568 -14%
CAG
25
Csenge Advisory Group
Florida
$8.21M -$27.1K -529 -0.3%

DGS Hedge Fund Activity: Q2 2025 in Review

230 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2025, worth a combined $1.02B — up 2.9% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DGS positions and 21 closed out — a net gain of 7 holders — while 74 added to existing stakes and 85 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $12M. The largest seller was Creative Planning, cutting an estimated $82.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.02B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2025 and 21 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $12M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2025 was Creative Planning, an estimated $82.5M sold.

Based on aggregated 13F filings for Q2 2025.