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WisdomTree Emerging Markets SmallCap Dividend Fund

130 hedge funds and large institutions have $341M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% less ownership

Funds ownership: 40.13%38.76% (-1.4%)

4% less funds holding

Funds holding: 136130 (-6)

14% less capital invested

Capital invested by funds: $399M → $341M (-$57.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

55% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 65

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $582K

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
16
Increased
29
Reduced
65
Closed
21
Calls
Puts
$582K
Net Calls
-$582K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
51
3D Asset Management
Connecticut
$1.17M -$42.2K -1,148 -3%
CFSG
52
Community Financial Services Group
Vermont
$1.14M +$62.6K +1,704 +6%
EAM
53
Evanson Asset Management
California
$1.13M -$525K -14,305 -31%
VFS
54
VSR Financial Services
Kansas
$1.13M -$229K -6,223 -16%
UCFA
55
United Capital Financial Advisors
Texas
$1.11M -$23.8K -647 -2%
BEAM
56
Baker Ellis Asset Management
Washington
$1.03M -$1.04M -28,417 -49%
HB
57
Homrich & Berg
Georgia
$948K -$372K -10,142 -27%
BFO
58
Boston Family Office
Massachusetts
$940K +$984K +26,805 New
TBA
59
Train Babcock Advisors
New York
$830K -$559K -15,225 -39%
NCM
60
Noesis Capital Mangement
Florida
$817K -$287K -7,815 -25%
AFG
61
Albion Financial Group
Utah
$777K -$89.5K -2,437 -10%
ERIM
62
Eagle Ridge Investment Management
Connecticut
$751K -$73.9K -2,012 -9%
NFG
63
NewFocus Financial Group
Washington
$717K +$751K +20,449 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$705K -$79.3K -2,160 -10%
SCI
65
S&CO Inc
Massachusetts
$701K
TIM
66
Tortoise Investment Management
New York
$664K -$193K -5,252 -22%
PMG
67
ProVise Management Group
Florida
$657K -$317K -8,625 -32%
MIH
68
Madison Investment Holdings
Wisconsin
$643K -$206K -5,616 -23%
MM
69
Main Management
California
$628K -$205K -5,584 -24%
CIM
70
Cambria Investment Management
California
$551K
DSC
71
Duncker Streett & Co
Missouri
$531K -$175K -4,761 -24%
RIL
72
Rothschild Investment LLC
Illinois
$525K -$9.29K -253 -2%
GLRA
73
Gerald L. Ray & Associates
Texas
$524K +$19.1K +520 +4%
DC
74
Davenport & Co
Virginia
$515K +$25.7K +700 +5%
MCM
75
MAI Capital Management
Ohio
$495K -$558K -15,194 -52%

DGS Hedge Fund Activity: Q4 2015 in Review

130 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2015, worth a combined $341M — down 14% from $399M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DGS and 16 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 29 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $5.42M. The largest seller was Bank of America, cutting an estimated $29.3M.

  • 130 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2015, down from 136 in Q3 2015.
  • Funds reported $341M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2015, down 14% quarter-over-quarter.
  • 16 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2015 and 21 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2015 was Old Mission Capital, an estimated $5.42M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2015 was Bank of America, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2015.