WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
175 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 18 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 42
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
16% more capital invested
Capital invested by funds: $1.19B → $1.38B (+$186M)
2% more funds holding
Funds holding: 172 → 175 (+3)
1.33% more ownership
Funds ownership: 61.38% → 62.71% (+1.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less call options, than puts
Call options by funds: $452K | Put options by funds: $534K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$94.7M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$27M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.92M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$4.08M |
| 5 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.64M |
| 2 |
Jane Street
New York
|
-$2.25M |
| 3 |
Morgan Stanley
New York
|
-$1.93M |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$1.71M |
| 5 |
Renaissance Technologies
New York
|
-$1.65M |
DGS Hedge Fund Activity: Q2 2021 in Review
175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2021, worth a combined $1.38B — up 16% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DGS positions and 18 closed out — a net gain of 5 holders — while 80 added to existing stakes and 42 trimmed.
The largest buyer was Creative Planning, adding an estimated $94.7M. The largest seller was Beacon Financial Group, exiting entirely with an estimated $2.64M sold.
- 175 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2021, up from 172 in Q1 2021.
- Funds reported $1.38B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2021, up 16% quarter-over-quarter.
- 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2021 and 18 closed out, a net change of +5 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2021 was Creative Planning, an estimated $94.7M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2021 was Beacon Financial Group, an estimated $2.64M sold.
Based on aggregated 13F filings for Q2 2021.