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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

230 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0% more funds holding

Funds holding: 230 → 230 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.51% less ownership

Funds ownership: 61.93% → 61.42% (-0.51%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$9.22M)

Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
82
Reduced
78
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M
2
SWAG
Spectrum Wealth Advisory Group
California
+$15.4M
3
Ameriprise
Ameriprise
Minnesota
+$13M
4
SMA
Seven Mile Advisory
New Jersey
+$5.17M
5
DAS
Diversify Advisory Services
Utah
+$3.03M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$26.5M
2
FTUS
Flow Traders U.S.
New York
-$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.7M
4
UA
Unison Advisors
District of Columbia
-$5.21M
5
RF
rebel Financial
Ohio
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$283M -$26.5M -468,226 -9%
Bank of America
2
Bank of America
North Carolina
$65.1M +$1.94M +34,261 +3%
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$32.5M +$788K +13,902 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$29.1M +$111K +1,965 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$28.3M -$431K -7,613 -2%
LPL Financial
6
LPL Financial
California
$26.6M +$2.56M +45,161 +11%
UA
7
Unison Advisors
District of Columbia
$25.2M -$5.21M -91,987 -17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.8M -$1.25M -22,137 -5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$22.1M +$432K +7,620 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.4M +$19.6M +345,720 +1,183%
Ameriprise
11
Ameriprise
Minnesota
$21.2M +$13M +229,008 +160%
SWAG
12
Spectrum Wealth Advisory Group
California
$20.3M +$15.4M +271,528 +326%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$19.4M +$324K +5,723 +2%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$16.5M +$276K +4,863 +2%
GVAG
15
Great Valley Advisor Group
Delaware
$16.3M +$306K +5,406 +2%
TIM
16
Tortoise Investment Management
New York
$15.9M +$588K +10,382 +4%
Raymond James Financial
17
Raymond James Financial
Florida
$15.8M +$1.66M +29,290 +12%
PAS
18
Park Avenue Securities
New York
$13.6M +$336K +5,925 +3%
Wells Fargo
19
Wells Fargo
California
$13.6M -$193K -3,404 -1%
BW
20
BIP Wealth
Georgia
$10.5M -$1.19M -20,960 -10%
EA
21
Efficient Advisors
Ohio
$10.2M -$88.3K -1,559 -0.9%
Cerity Partners
22
Cerity Partners
New York
$10.1M -$243K -4,290 -2%
NCM
23
Neumann Capital Management
California
$9.18M -$100K -1,767 -1%
CCA
24
Checchi Capital Advisers
California
$8.61M -$186K -3,291 -2%
BEAM
25
Baker Ellis Asset Management
Washington
$8.17M +$790K +13,939 +11%
1
2 3 4 5

DGS Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2025, worth a combined $1.01B — down 0.9% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGS positions and 11 closed out — a net gain of 7 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Creative Planning, cutting an estimated $26.5M.

  • 230 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.01B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2025, down 0.9% quarter-over-quarter.
  • 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2025 was Osaic Holdings, an estimated $19.6M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2025 was Creative Planning, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2025.