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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

194 hedge funds and large institutions have $1.66B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 48

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

12% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$177M)

5% more funds holding

Funds holding: 184 → 194 (+10)

4.43% more ownership

Funds ownership: 65.4% → 69.83% (+4.4%)

5% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.07M

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
31
Increased
82
Reduced
48
Closed
19
Calls
$1.12M
Puts
$1.07M
Net Calls
+$53K
Net Calls Change
+$449K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$120M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.4M
3
VWM
Venturi Wealth Management
Texas
+$11.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.55M
5
Morgan Stanley
Morgan Stanley
New York
+$3.13M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$9.14M
2
Wells Fargo
Wells Fargo
California
-$4.63M
3
Barclays
Barclays
United Kingdom
-$1.85M
4
KAS
Kestra Advisory Services
Texas
-$1.3M
5
FFN
Focus Financial Network
Minnesota
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
51
Armor Investment Advisors
North Carolina
$2.54M +$276K +5,249 +12%
PMG
52
ProVise Management Group
Florida
$2.48M -$86.3K -1,640 -3%
CA
53
Cetera Advisors
Colorado
$2.42M +$263K +4,995 +12%
CFSG
54
Community Financial Services Group
Vermont
$2.4M -$177K -3,370 -7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$2.2M -$588K -11,167 -21%
FTUS
56
Flow Traders U.S.
New York
$2.18M +$1.94M +36,809 +855%
AA
57
Addison Advisors
Vermont
$2.1M -$2.42K -46 -0.1%
WT
58
Whittier Trust
California
$2.09M -$5.26K -100 -0.3%
JFS
59
JD Financial Services
Pennsylvania
$1.96M +$1.95M +37,102 New
MML Investors Services
60
MML Investors Services
Massachusetts
$1.91M +$91.9K +1,747 +5%
VIM
61
Vista Investment Management
Pennsylvania
$1.87M +$174K +3,297 +10%
NWA
62
New World Advisors
Massachusetts
$1.83M +$177K +3,368 +11%
PWM
63
Perigon Wealth Management
California
$1.61M +$5.37K +102 +0.3%
SFP
64
Sterling Financial Planning
New Jersey
$1.61M +$72.5K +1,378 +5%
SFG
65
Sovereign Financial Group
Connecticut
$1.5M -$35.1K -666 -2%
NHC
66
Nicholas Hoffman & Company
Georgia
$1.44M +$105K +2,004 +8%
EWM
67
Empirical Wealth Management
Washington
$1.39M +$109K +2,065 +9%
AOWM
68
Alpha Omega Wealth Management
Virginia
$1.31M +$202K +3,830 +18%
EAM
69
Evanson Asset Management
California
$1.26M -$92K -1,749 -7%
WW
70
Waterfront Wealth
Kansas
$1.26M -$16.3K -309 -1%
PAG
71
Private Advisor Group
New Jersey
$1.24M -$722K -13,718 -37%
BFO
72
Boston Family Office
Massachusetts
$1.23M -$8.42K -160 -0.7%
AFG
73
Albion Financial Group
Utah
$1.14M – – –
BP
74
Ballentine Partners
Massachusetts
$1.14M +$1.13M +21,487 New
KSWA
75
Kathleen S. Wright Associates
Pennsylvania
$1.12M +$1.11M +21,173 New
1 2
3
4 5

DGS Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2021, worth a combined $1.66B — up 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGS positions and 19 closed out — a net gain of 12 holders — while 82 added to existing stakes and 48 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Alaska Permanent Fund, cutting an estimated $9.14M.

  • 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $1.66B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2021 was Creative Planning, an estimated $120M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2021 was Alaska Permanent Fund, an estimated $9.14M sold.

Based on aggregated 13F filings for Q4 2021.