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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

232 hedge funds and large institutions have $1.54B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,580% more call options, than puts

Call options by funds: $934K | Put options by funds: $5K

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1% more funds holding

Funds holding: 229 → 232 (+3)

1.23% more ownership

Funds ownership: 67.4% → 68.63% (+1.2%)

4% less capital invested

Capital invested by funds: $1.61B → $1.54B (-$62.2M)

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
96
Reduced
73
Closed
19
Calls
$934K
Puts
$5K
Net Calls
+$929K
Net Calls Change
+$919K

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
+$33.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$13.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.18M
4
OMC
Old Mission Capital
Illinois
+$8.51M
5
SWAG
Spectrum Wealth Advisory Group
California
+$6.19M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$176M
2
Cerity Partners
Cerity Partners
New York
-$29.1M
3
Jane Street
Jane Street
New York
-$4.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.44M
5
FTUS
Flow Traders U.S.
New York
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
226
Glen Eagle Advisors
New Jersey
$760 -$677 -13 -48%
ADL
227
Asset Dedication LLC
California
$699 – – –
CA
228
Continuum Advisory
Idaho
$396 – – –
IAIM
229
International Assets Investment Management
Florida
$210 +$576K +11,067 +5,270%
DJSG
230
D.J. St. Germain
Massachusetts
$161 +$156 +3 New
CPBTD
231
Central Pacific Bank - Trust Division
Hawaii
$107 – – –
EPW
232
Evergreen Private Wealth
Colorado
$54 – – –
BTI
233
Blue Trust Inc
Georgia
$51 – – –
Renaissance Technologies
234
Renaissance Technologies
New York
– -$1.25M -24,300 Closed
QC
235
Quadrature Capital
United Kingdom
– -$1.21M -23,444 Closed
GS
236
GTS Securities
New York
– -$524K -10,192 Closed
RIA
237
Realta Investment Advisors
Delaware
– -$455K -8,855 Closed
MLA
238
My Legacy Advisors
Oregon
– -$452K -8,791 Closed
TWD
239
True Wealth Design
Ohio
– -$374K -7,272 Closed
RIA
240
RPG Investment Advisory
California
– -$269K -5,234 Closed
HF
241
HRT Financial
New York
– -$240K -4,675 Closed
CIBC World Market
242
CIBC World Market
Ontario, Canada
– -$223K -4,343 Closed
TPM
243
Triasima Portfolio Management
Quebec, Canada
– -$221K -4,305 Closed
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
– -$201K -3,916 Closed
CAM
245
Cresset Asset Management
Illinois
– -$201K -3,913 Closed
TSWM
246
Tyler-Stone Wealth Management
Ohio
– -$21.2K -412 Closed
WIA
247
Wetzel Investment Advisors
Indiana
– -$15.3K -300 Closed
PP
248
Pacifica Partners
Canada
– -$13.4K -257 Closed
HCP
249
Hexagon Capital Partners
Arkansas
– -$10.4K -203 Closed
KHC
250
Koesten Hirschmann & Crabtree
Kansas
– -$6.66K -131 Closed
7 8 9
10
11

DGS Hedge Fund Activity: Q3 2024 in Review

232 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2024, worth a combined $1.54B — down 3.9% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGS positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $33.4M. The largest seller was Creative Planning, cutting an estimated $176M.

  • 232 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $1.54B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2024, down 3.9% quarter-over-quarter.
  • 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2024 and 19 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2024 was Congress Wealth Management, an estimated $33.4M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2024 was Creative Planning, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2024.