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WisdomTree Emerging Markets SmallCap Dividend Fund

227 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+6
Holders Change %
+2.71%
% of All Funds
3.04%
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
71
Reduced
85
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$300M -$89.1M -1,612,214 -23%
Bank of America
2
Bank of America
North Carolina
$61.1M +$571K +10,341 +0.9%
CWM
3
Congress Wealth Management
Massachusetts
$38.8M +$1.19M +21,616 +3%
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$30.7M +$687K +12,459 +2%
UA
5
Unison Advisors
District of Columbia
$29.5M -$10.2M -184,601 -26%
HighTower Advisors
6
HighTower Advisors
Illinois
$28.1M -$3.53M -63,953 -11%
Morgan Stanley
7
Morgan Stanley
New York
$27.8M +$727K +13,158 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.3M +$1.28M +23,230 +6%
LPL Financial
9
LPL Financial
California
$23.3M +$76.3K +1,381 +0.3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$21M +$477K +8,626 +2%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$18.5M +$4.36M +78,891 +31%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$15.7M +$547K +9,906 +4%
GVAG
13
Great Valley Advisor Group
Delaware
$15.5M +$1.24M +22,531 +9%
TIM
14
Tortoise Investment Management
New York
$14.8M +$573K +10,375 +4%
Raymond James Financial
15
Raymond James Financial
Florida
$13.6M +$2.55M +46,096 +23%
Wells Fargo
16
Wells Fargo
California
$13.3M +$181K +3,279 +1%
FTUS
17
Flow Traders U.S.
New York
$13M +$13M +234,537 New
PAS
18
Park Avenue Securities
New York
$12.9M +$987K +17,875 +8%
BW
19
BIP Wealth
Georgia
$11.3M -$1.29M -23,328 -10%
EA
20
Efficient Advisors
Ohio
$9.99M -$378K -6,840 -4%
Cerity Partners
21
Cerity Partners
New York
$9.99M -$521K -9,424 -5%
NCM
22
Neumann Capital Management
California
$8.98M -$198K -3,581 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$8.69M +$1.92M +34,682 +28%
CCA
24
Checchi Capital Advisers
California
$8.51M -$1.36M -24,568 -14%
CAG
25
Csenge Advisory Group
Florida
$8.21M -$28K -529 -0.3%