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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

158 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.59%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
13
Increased
70
Reduced
47
Closed
9
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$460K

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$46.1M
2
VA
2
Valmark Advisers
Ohio
$22M
3
JA
3
JOYN Advisors
Georgia
$19.6M
4
USAA
4
United Services Automobile Association
Texas
$168M
5
Jane Street
5
Jane Street
New York
$8.48M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$6.45M
2
JIC
2
Johnson Investment Counsel
Ohio
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
V
4
Veritable
Delaware
$2.05M
5
CIA
5
Choate Investment Advisors
Massachusetts
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.85M -$102K -2,218 -3%
LG
52
Laidlaw Group
New York
$2.78M +$126K +2,735 +5%
WCA
53
Westover Capital Advisors
Delaware
$2.76M +$178K +3,843 +7%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.72M +$36.7K +793 +1%
BEAM
55
Baker Ellis Asset Management
Washington
$2.66M +$123K +2,660 +5%
TWA
56
Tillar-Wenstrup Advisors
Ohio
$2.53M +$12.3K +266 +0.5%
NCMW
57
Northern Capital Management (Wisconsin)
Wisconsin
$2.42M -$14.8K -320 -0.6%
AssetMark Inc
58
AssetMark Inc
California
$2.4M -$872K -18,864 -27%
BFS
59
Bradley Foster & Sargent
Connecticut
$2.33M +$9.01K +195 +0.4%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$2.25M +$1.95M +42,154 +647%
TAT
61
TD Ameritrade Trust
Colorado
$2.2M +$2.2M +47,687 New
V
62
Veritable
Delaware
$2.05M -$2.14M -46,380 -51%
HB
63
Homrich & Berg
Georgia
$2.03M +$1.08M +23,314 +113%
WTC
64
WhitTier Trust Company
Nevada
$2M +$393K +8,497 +24%
PAS
65
Partnervest Advisory Services
California
$1.99M -$102K -2,207 -5%
SMC
66
Smith, Moore & Co
Missouri
$1.95M +$164K +3,537 +9%
VFS
67
VSR Financial Services
Kansas
$1.92M -$820K -17,756 -30%
SC
68
SouthState Corp
Florida
$1.69M -$106K -2,296 -6%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.61M +$566K +12,242 +54%
MBT
70
Montecito Bank & Trust
California
$1.55M -$10.1K -219 -0.6%
NCM
71
Noesis Capital Mangement
Florida
$1.48M +$63.8K +1,380 +4%
TBA
72
Train Babcock Advisors
New York
$1.47M +$57.8K +1,250 +4%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$1.47M -$82.7K -1,789 -5%
PGA
74
Portland Global Advisors
Maine
$1.45M +$85.7K +1,855 +6%
AF
75
Allworth Financial
California
$1.45M +$1.23M +26,599 +568%
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