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WisdomTree Emerging Markets SmallCap Dividend Fund

252 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

41% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 66

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 230252 (+22)

0.48% more ownership

Funds ownership: 61.42%61.9% (+0.48%)

1% less capital invested

Capital invested by funds: $1.01B → $1B (-$8.07M)

Holders
252
Holders Change
+22
Holders Change %
+9.57%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
35
Increased
93
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$259M -$25.1M -440,769 -9%
Bank of America
2
Bank of America
North Carolina
$66.6M +$1.38M +24,236 +2%
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$33M +$371K +6,533 +1%
Morgan Stanley
4
Morgan Stanley
New York
$30M +$1.62M +28,543 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$29.2M +$69.1K +1,215 +0.2%
LPL Financial
6
LPL Financial
California
$25.4M -$1.26M -22,164 -5%
UA
7
Unison Advisors
District of Columbia
$25.4M +$144K +2,530 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.7M +$842K +14,803 +4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$22.9M +$742K +13,043 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.4M -$18.8K -331 -0.1%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$20.8M +$1.26M +22,128 +6%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$18.7M +$18.2M +320,773 +4,945%
Raymond James Financial
13
Raymond James Financial
Florida
$17.5M +$1.7M +29,927 +11%
GVAG
14
Great Valley Advisor Group
Delaware
$16.6M +$257K +4,528 +2%
TIM
15
Tortoise Investment Management
New York
$16.3M +$442K +7,770 +3%
PAS
16
Park Avenue Securities
New York
$14.3M +$619K +10,895 +5%
Wells Fargo
17
Wells Fargo
California
$14M +$380K +6,689 +3%
BW
18
BIP Wealth
Georgia
$9.96M -$573K -10,086 -5%
Cerity Partners
19
Cerity Partners
New York
$9.85M -$249K -4,382 -2%
CCA
20
Checchi Capital Advisers
California
$9.73M +$1.09M +19,193 +13%
NCM
21
Neumann Capital Management
California
$9.02M -$182K -3,196 -2%
BEAM
22
Baker Ellis Asset Management
Washington
$8.84M +$643K +11,312 +8%
PGA
23
Portland Global Advisors
Maine
$8.23M +$137K +2,404 +2%
EA
24
Efficient Advisors
Ohio
$8.06M -$2.18M -38,426 -21%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$7.85M +$222K +3,897 +3%