WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
152 hedge funds and large institutions have $841M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 21 closing their positions.
6% more capital invested
Capital invested by funds: $792M → $841M (+$48.8M)
2.61% more ownership
Funds ownership: 54.37% → 56.98% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2% less funds holding
Funds holding: 155 → 152 (-3)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
40% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$34.1M |
| 2 |
AMAL
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
+$3.21M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.53M |
| 4 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
+$1.13M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$8.05M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.85M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.78M |
| 4 |
COF
Capital One Financial
Mclean,
Virginia
|
-$3.64M |
| 5 |
Jane Street
New York
|
-$3.17M |
DGS Hedge Fund Activity: Q3 2020 in Review
152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2020, worth a combined $841M — up 6.2% from $792M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DGS and 18 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 40 added.
The largest buyer was Creative Planning, adding an estimated $34.1M. The largest seller was First Wilshire Securities Management, cutting an estimated $8.05M.
- 152 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2020, down from 155 in Q2 2020.
- Funds reported $841M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2020, up 6.2% quarter-over-quarter.
- 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2020 and 21 closed out, a net change of -3 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2020 was Creative Planning, an estimated $34.1M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2020 was First Wilshire Securities Management, an estimated $8.05M sold.
Based on aggregated 13F filings for Q3 2020.