WisdomTree Emerging Markets SmallCap Dividend Fund
213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
15.83% more ownership
Funds ownership: 76.14% → 91.97% (+16%)
13% more capital invested
Capital invested by funds: $2.14B → $2.41B (+$268M)
9% more funds holding
Funds holding: 196 → 213 (+17)
7% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 74
65% less call options, than puts
Call options by funds: $329K | Put options by funds: $953K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$48.6M |
| 2 |
Morgan Stanley
New York
|
+$28M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 4 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$5.56M |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$20.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.63M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.5M |
| 4 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$2.19M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTIC
226
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$5.18K | -112 | Closed |
|
227
Simplex Trading
Chicago,
Illinois
| – | -$4K | -97 | Closed |
|
|
BTI
228
Blue Trust Inc
Alpharetta,
Georgia
| – | -$4K | -88 | Closed |
|
|
WT
229
Washington Trust
Westerly,
Rhode Island
| – | -$3.47K | -75 | Closed |
|
|
TCOV
230
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$601 | -13 | Closed |
|
DGS Hedge Fund Activity: Q4 2023 in Review
213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2023, worth a combined $2.41B — up 13% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DGS positions and 16 closed out — a net gain of 18 holders — while 79 added to existing stakes and 74 trimmed.
The largest buyer was Creative Planning, adding an estimated $48.6M. The largest seller was Jane Street, exiting entirely with an estimated $20.4M sold.
- 213 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2023, up from 196 in Q3 2023.
- Funds reported $2.41B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2023, up 13% quarter-over-quarter.
- 34 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2023 and 16 closed out, a net change of +18 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2023 was Creative Planning, an estimated $48.6M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2023 was Jane Street, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2023.