DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

155 hedge funds and large institutions have $792M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-16
Holders Change %
-9.36%
% of All Funds
3.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
43
Reduced
71
Closed
33
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
+$227K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$96.5M
2
Jane Street
Jane Street
New York
+$8.34M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.18M
4
AAS
Avantax Advisory Services
Texas
+$4.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.37M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$12.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$11.1M
3
Bank of America
Bank of America
North Carolina
-$9.49M
4
MFWM
Motley Fool Wealth Management
Virginia
-$7.7M
5
AIC
Ameritas Investment Company
Nebraska
-$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Parsec Financial Management
North Carolina
$4.1M -$5.34M -136,899 -57%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$3.9M -$877K -22,472 -18%
CM
28
Columbus Macro
Pennsylvania
$3.76M +$2.25M +57,761 +150%
LPL Financial
29
LPL Financial
California
$3.43M +$249K +6,372 +8%
UA
30
Unison Advisors
District of Columbia
$3.37M +$2.32M +59,505 +221%
SPIA
31
Steward Partners Investment Advisory
New York
$3.31M +$81.5K +2,090 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$3.21M -$1.08M -26,123 -25%
Ameriprise
33
Ameriprise
Minnesota
$3.12M -$291K -7,172 -9%
SMC
34
Smith, Moore & Co
Missouri
$3.11M +$459K +11,756 +17%
SLWS
35
Swaine & Leidel Wealth Services
Florida
$2.84M +$115K +2,948 +4%
KPCM
36
Kings Point Capital Management
New York
$2.82M -$54K -1,384 -2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.8M -$512K -13,129 -15%
CFSG
38
Community Financial Services Group
Vermont
$2.51M -$3.14M -80,481 -56%
PMG
39
ProVise Management Group
Florida
$2.44M -$285K -7,302 -10%
TIM
40
Tortoise Investment Management
New York
$2.42M -$254K -6,518 -10%
FAAS
41
First Allied Advisory Services
California
$2.32M +$2.32M +59,390 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.29M -$71.9K -1,843 -3%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$2.21M -$900K -23,075 -29%
BFG
44
Beacon Financial Group
Texas
$2.18M -$55.3K -1,411 -2%
PGAM
45
Princeton Global Asset Management
New Jersey
$2.03M +$704K +18,053 +53%
TYCC
46
Texas Yale Capital Corp
Florida
$1.96M -$21.2K -543 -1%
AFA
47
American Financial Advisors
Georgia
$1.95M -$133K -3,218 -6%
WT
48
Whittier Trust
California
$1.88M -$190K -4,876 -9%
CFA
49
Carroll Financial Associates
North Carolina
$1.79M +$11.3K +290 +0.6%
PGA
50
Portland Global Advisors
Maine
$1.71M +$27.3K +700 +2%
1
2
3 4 5