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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

185 hedge funds and large institutions have $494M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
4.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
31
Increased
56
Reduced
66
Closed
26
Calls
–
Puts
$624K
Net Calls
-$624K
Net Calls Change
-$154K

Top Buyers

1
BFM
1
Boston Financial Management
Massachusetts
$12.9M
2
Jane Street
2
Jane Street
New York
$9.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.57M
4
NHC
4
Nicholas Hoffman & Company
Georgia
$2.78M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$7.66M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$68.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$3.95M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.77M
5
PFM
5
Parsec Financial Management
North Carolina
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.57M -$50.5K -1,205 -1%
BEAM
27
Baker Ellis Asset Management
Washington
$4.45M +$463K +11,055 +12%
VA
28
Valmark Advisers
Ohio
$4.42M -$148K -3,540 -3%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$4.18M -$1.35M -32,335 -24%
BFO
30
Biltmore Family Office
North Carolina
$4M +$326K +7,775 +9%
HDIM
31
Hanson & Doremus Investment Management
Vermont
$3.95M -$4.81M -114,774 -55%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.26M -$552K -13,172 -14%
SMC
33
Smith, Moore & Co
Missouri
$2.93M -$40.3K -963 -1%
Ameriprise
34
Ameriprise
Minnesota
$2.84M +$517K +12,346 +22%
NHC
35
Nicholas Hoffman & Company
Georgia
$2.78M +$2.78M +66,268 New
KPCM
36
Kings Point Capital Management
New York
$2.75M -$204K -4,881 -7%
AIC
37
Ameritas Investment Company
Nebraska
$2.71M +$2.71M +64,603 New
PMG
38
ProVise Management Group
Florida
$2.62M -$1.12M -26,624 -30%
AA
39
Ancora Advisors
Ohio
$2.61M -$31.9K -762 -1%
TIM
40
Tortoise Investment Management
New York
$2.56M +$1.2M +28,763 +89%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2.51M +$1.85M +43,535 +280%
Cerity Partners
42
Cerity Partners
New York
$2.21M +$325K +7,749 +17%
WT
43
Whittier Trust
California
$2.17M +$55.1K +1,316 +3%
TYCC
44
Texas Yale Capital Corp
Florida
$2.17M – – –
Citadel Advisors
45
Citadel Advisors
Florida
$2.12M +$496K +11,833 +31%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.1M +$102K +2,436 +5%
COI
47
Capital One Investing
Virginia
$2.08M +$2.08M +49,577 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.06M +$1.2M +28,669 +140%
S
49
SimplyRich
California
$2.04M +$26.8K +639 +1%
ODCM
50
Old Dominion Capital Management
Virginia
$1.96M -$1.62M -38,620 -45%
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