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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

132 hedge funds and large institutions have $422M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
45
Reduced
41
Closed
4
Calls
$505K
Puts
$668K
Net Calls
-$163K
Net Calls Change
-$207K

Top Buyers

1
LCM
1
LVM Capital Management
Michigan
$8.32M
2
Wells Fargo
2
Wells Fargo
California
$24.8M
3
Bank of America
3
Bank of America
North Carolina
$38.1M
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
MWM
5
Merriman Wealth Management
Washington
$2.99M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$12.3M
2
FEG
2
Fund Evaluation Group
Ohio
$2.41M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.22M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$2.84M
5
VA
5
Valmark Advisers
Ohio
$5.06M
Name Market Value Shares Shares
Change 		Shares
Change %
TBA
51
Train Babcock Advisors
New York
$1.24M 29,775 -400 -1%
RJA
52
Raymond James & Associates
Florida
$1.16M 27,839 +18,428 +196%
BFO
53
Boston Family Office
Massachusetts
$1.14M 27,239 -120 -0.4%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.14M 27,203 +5,317 +24%
JIC
55
Johnson Investment Counsel
Ohio
$1.08M 25,896 +41 +0.2%
NCM
56
Noesis Capital Mangement
Florida
$1.01M 24,255 +635 +3%
AFG
57
Albion Financial Group
Utah
$925K 22,156 – –
3AM
58
3D Asset Management
Connecticut
$875K 20,956 -7,103 -25%
ERIM
59
Eagle Ridge Investment Management
Connecticut
$864K 20,702 -45 -0.2%
SCI
60
S&CO Inc
Massachusetts
$835K 20,000 – –
PMG
61
ProVise Management Group
Florida
$768K 18,390 -250 -1%
MIH
62
Madison Investment Holdings
Wisconsin
$762K 18,250 +49 +0.3%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$708K 16,970 +16,970 New
NCMW
64
Northern Capital Management (Wisconsin)
Wisconsin
$684K 16,375 -650 -4%
DSC
65
Duncker Streett & Co
Missouri
$660K 15,814 +459 +3%
TIM
66
Tortoise Investment Management
New York
$659K 15,777 – –
WIC
67
Woodmont Investment Counsel
Tennessee
$658K 15,750 -326 -2%
DC
68
Davenport & Co
Virginia
$590K 14,142 -500 -3%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$552K 13,219 -258 -2%
OMC
70
Old Mission Capital
Illinois
$523K 12,515 +12,515 New
AG
71
Advisor Group
Arizona
$513K 12,283 +1,640 +15%
CCA
72
Clearwater Capital Advisors
Illinois
$465K 11,215 -947 -8%
CIM
73
Cambria Investment Management
California
$441K 10,555 -1,787 -14%
GLRA
74
Gerald L. Ray & Associates
Texas
$438K 10,500 +3,190 +44%
BCA
75
Bray Capital Advisors
Florida
$433K 10,365 – –
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3
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