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WisdomTree Emerging Markets SmallCap Dividend Fund

195 hedge funds and large institutions have $1.83B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.66B → $1.83B (+$165M)

1.36% more ownership

Funds ownership: 69.83%71.19% (+1.4%)

1% more funds holding

Funds holding: 194195 (+1)

68% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $4.28M

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
30
Increased
80
Reduced
50
Closed
24
Calls
$1.36M
Puts
$4.28M
Net Calls
-$2.92M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$2.68M +$2.64M +50,247 New
PMG
52
ProVise Management Group
Florida
$2.39M -$112K -2,132 -5%
CWM
53
Chemistry Wealth Management
New York
$2.3M +$2.27M +43,116 New
AA
54
Addison Advisors
Vermont
$2.25M +$137K +2,598 +7%
WT
55
Whittier Trust
California
$2.11M +$5.99K +114 +0.3%
VIM
56
Vista Investment Management
Pennsylvania
$2.05M +$167K +3,181 +9%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$2.04M -$170K -3,234 -8%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.03M -$587K -11,168 -23%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$1.77M +$1.74M +33,109 New
Osaic Holdings
60
Osaic Holdings
Arizona
$1.72M +$47.8K +909 +5%
FF
61
Financial Futures
New Jersey
$1.7M +$1.68M +31,903 New
PWM
62
Perigon Wealth Management
California
$1.7M +$71.7K +1,365 +4%
SFP
63
Sterling Financial Planning
New Jersey
$1.67M +$40.6K +772 +3%
AOWM
64
Alpha Omega Wealth Management
Virginia
$1.62M +$302K +5,750 +23%
EWM
65
Empirical Wealth Management
Washington
$1.61M +$207K +3,945 +15%
NHC
66
Nicholas Hoffman & Company
Georgia
$1.52M +$74.1K +1,410 +5%
KSWA
67
Kathleen S. Wright Associates
Pennsylvania
$1.47M +$333K +6,343 +30%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$1.46M -$1.29M -24,538 -47%
C
69
Certuity
Florida
$1.42M +$313K +5,951 +29%
SFG
70
Sovereign Financial Group
Connecticut
$1.39M -$122K -2,328 -8%
PAG
71
Private Advisor Group
New Jersey
$1.38M +$123K +2,336 +10%
EAM
72
Evanson Asset Management
California
$1.3M +$27.9K +530 +2%
MWA
73
Moser Wealth Advisors
Washington
$1.26M +$144K +2,744 +13%
WW
74
Waterfront Wealth
Kansas
$1.25M -$25.1K -477 -2%
BFO
75
Boston Family Office
Massachusetts
$1.25M +$13.1K +250 +1%

DGS Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2022, worth a combined $1.83B — up 9.9% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DGS positions and 24 closed out — a net gain of 6 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Creative Planning, adding an estimated $130M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.5M sold.

  • 195 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $1.83B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 30 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2022 and 24 closed out, a net change of +6 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2022 was Creative Planning, an estimated $130M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2022 was Susquehanna International Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.