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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

243 hedge funds and large institutions have $1.18B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

5% more funds holding

Funds holding: 232 → 243 (+11)

3.4% less ownership

Funds ownership: 68.63% → 65.23% (-3.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

24% less capital invested

Capital invested by funds: $1.54B → $1.18B (-$365M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
35
Increased
87
Reduced
78
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6M
3
Jane Street
Jane Street
New York
+$4.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.06M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.73M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$213M
2
HCM
Hengehold Capital Management
Ohio
-$14.2M
3
OMC
Old Mission Capital
Illinois
-$12.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
226
Sachetta
Massachusetts
$5.82K -$715 -14 -11%
SFGP
227
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.13K +$3.27K +64 New
RFG
228
REAP Financial Group
Texas
$2.98K -$204 -4 -6%
LI
229
LRI Investments
Florida
$2.45K – – –
AssetMark Inc
230
AssetMark Inc
California
$2.01K -$869 -17 -29%
C
231
Covestor
United Kingdom
$2K – – –
FLP
232
Financial Life Planners
Arizona
$985 +$1.02K +20 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$783 – – –
FWM
234
FLP Wealth Management
Arkansas
$734 +$766 +15 New
GEA
235
Glen Eagle Advisors
New Jersey
$697 – – –
NS
236
NBC Securities
Alabama
$659 -$652K -12,755 -100%
ADL
237
Asset Dedication LLC
California
$636 – – –
AWM
238
AE Wealth Management
Kansas
$636 +$664 +13 New
CA
239
Continuum Advisory
Idaho
$391 – – –
BNP Paribas Financial Markets
240
BNP Paribas Financial Markets
France
$342 +$358 +7 New
DJSG
241
D.J. St. Germain
Massachusetts
$147 – – –
CPBTD
242
Central Pacific Bank - Trust Division
Hawaii
$98 – – –
BTI
243
Blue Trust Inc
Georgia
$49 – – –
EPW
244
Evergreen Private Wealth
Colorado
$49 – – –
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
– -$1.61M -30,056 Closed
LWM
246
Lodestone Wealth Management
Washington
– -$891K -16,586 Closed
IAIM
247
International Assets Investment Management
Florida
– -$210 -11,277 Closed
Simplex Trading
248
Simplex Trading
Illinois
– -$466K -8,686 Closed
ARC
249
Advisor Resource Council
Texas
– -$394K -7,340 Closed
BWP
250
Baldwin Wealth Partners
Massachusetts
– -$360K -6,711 Closed
7 8 9
10
11

DGS Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2024, worth a combined $1.18B — down 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGS positions and 20 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $213M.

  • 243 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2024, up from 232 in Q3 2024.
  • Funds reported $1.18B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2024, down 24% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2024 was Ameriprise, an estimated $11M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2024 was Creative Planning, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.