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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

132 hedge funds and large institutions have $422M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
45
Reduced
41
Closed
4
Calls
$505K
Puts
$668K
Net Calls
-$163K
Net Calls Change
-$207K

Top Buyers

1
LCM
1
LVM Capital Management
Michigan
$8.32M
2
Wells Fargo
2
Wells Fargo
California
$24.8M
3
Bank of America
3
Bank of America
North Carolina
$38.1M
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
MWM
5
Merriman Wealth Management
Washington
$2.99M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$12.3M
2
FEG
2
Fund Evaluation Group
Ohio
$2.41M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.22M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.84M
5
VA
5
Valmark Advisers
Ohio
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
ODCM
26
Old Dominion Capital Management
Virginia
$3.81M 91,325 -1,363 -1%
KPCM
27
Kings Point Capital Management
New York
$3.4M 81,308 -810 -1%
LPL Financial
28
LPL Financial
California
$3.26M 78,425 +9,996 +15%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$3.18M 76,159 +8,584 +13%
Citigroup
30
Citigroup
New York
$3.04M 72,722 +8,668 +14%
MWM
31
Merriman Wealth Management
Washington
$2.99M 71,623 +71,623 New
WT
32
Whittier Trust
California
$2.92M 69,849 – –
JWA
33
JFS Wealth Advisors
Pennsylvania
$2.84M 68,116 -17,001 -20%
BEAM
34
Baker Ellis Asset Management
Washington
$2.68M 64,289 +5,580 +10%
NCM
35
Neumann Capital Management
California
$2.66M 63,596 -505 -0.8%
PGA
36
Portland Global Advisors
Maine
$2.62M 62,623 +1,590 +3%
SMC
37
Smith, Moore & Co
Missouri
$2.58M 61,704 +780 +1%
FEG
38
Fund Evaluation Group
Ohio
$2.41M 57,820 -20,418 -26%
TYCC
39
Texas Yale Capital Corp
Florida
$2.05M 49,068 – –
HB
40
Homrich & Berg
Georgia
$1.94M 46,524 +21,254 +84%
AA
41
Ancora Advisors
Ohio
$1.9M 45,435 +2,384 +6%
BF
42
BOK Financial
Oklahoma
$1.81M 43,251 -554 -1%
CCM
43
Colorado Capital Management
Colorado
$1.79M 42,793 -2,711 -6%
EAM
44
Evanson Asset Management
California
$1.71M 40,857 -853 -2%
CFSG
45
Community Financial Services Group
Vermont
$1.45M 34,673 +835 +2%
Brown Advisory
46
Brown Advisory
Maryland
$1.39M 33,299 +5,467 +20%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.3M 31,069 +11,557 +59%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.29M 30,986 +8,566 +38%
LNC
49
Lincoln National Corp
Pennsylvania
$1.27M 30,464 +15,263 +100%
UCFA
50
United Capital Financial Advisors
Texas
$1.25M 29,817 -1,219 -4%
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