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WisdomTree Emerging Markets SmallCap Dividend Fund

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: 232243 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$9.47M +$390K +7,633 +4%
UBS Group
27
UBS Group
Switzerland
$9.23M -$138K -2,693 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.86M +$2.06M +40,334 +29%
CCA
29
Checchi Capital Advisers
California
$8.54M -$2.77M -54,281 -24%
NCM
30
Neumann Capital Management
California
$8.14M +$50.4K +987 +0.6%
CAG
31
Csenge Advisory Group
Florida
$7.76M -$418K -8,181 -5%
SWAG
32
Spectrum Wealth Advisory Group
California
$7.21M +$1.46M +28,538 +24%
PCG
33
Prosperity Consulting Group
Maryland
$7.04M -$861K -16,860 -10%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$6.47M +$111K +2,169 +2%
CFP
35
Cascade Financial Partners
California
$6.38M +$241K +4,726 +4%
PGA
36
Portland Global Advisors
Maine
$6.33M +$165K +3,227 +3%
BEAM
37
Baker Ellis Asset Management
Washington
$6.2M +$107K +2,097 +2%
CWL
38
Causey Wealth LLC
Colorado
$5.45M +$5.69M +111,451 New
IWM
39
Inlight Wealth Management
Georgia
$5.45M +$5.69M +111,450 New
LWP
40
Laurel Wealth Planning
Minnesota
$5.3M -$692K -13,552 -11%
OCFG
41
O'Connor Financial Group
Illinois
$5.17M +$191K +3,733 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$5.05M +$69.1K +1,352 +1%
Jane Street
43
Jane Street
New York
$4.97M +$4.9M +95,883 +1,676%
IWP
44
Invenio Wealth Partners
Florida
$4.3M +$503K +9,854 +13%
SMC
45
Smith, Moore & Co
Missouri
$4.22M +$86.3K +1,690 +2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.07M +$26.3K +514 +0.6%
BWM
47
BKM Wealth Management
Wisconsin
$3.86M +$49.4K +967 +1%
GPWA
48
Great Point Wealth Advisors
Massachusetts
$3.79M -$352K -6,885 -8%
SPA
49
Shore Point Advisors
New Jersey
$3.75M -$2.16M -42,290 -36%
ACM
50
Avos Capital Management
Washington
$3.45M +$3.62M +70,943 New

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.