DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

190 hedge funds and large institutions have $2.07B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
16
Increased
80
Reduced
64
Closed
19
Calls
$251K
Puts
$1.15M
Net Calls
-$894K
Net Calls Change
+$192K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.44B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M
5
BW
5
BIP Wealth
Georgia
$10.4M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$1.3M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
51
WESCAP Management Group
California
$2.09M -$32.9K -708 -2%
NHC
52
Nicholas Hoffman & Company
Georgia
$2.02M +$96.3K +2,070 +5%
TC
53
Tacita Capital
Ontario, Canada
$1.97M -$369K -7,930 -16%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$1.94M +$118K +2,531 +6%
EWM
55
Empirical Wealth Management
Washington
$1.8M +$38.3K +823 +2%
CAN
56
Cetera Advisor Networks
California
$1.69M +$11.1K +238 +0.7%
AA
57
Addison Advisors
Vermont
$1.68M +$52.3K +1,125 +3%
SFP
58
Sterling Financial Planning
New Jersey
$1.68M +$95.6K +2,055 +6%
WT
59
Whittier Trust
California
$1.67M -$70K -1,505 -4%
VIM
60
Vista Investment Management
Pennsylvania
$1.64M -$382K -8,207 -19%
IA
61
Insight Advisors
Pennsylvania
$1.61M +$520K +11,172 +48%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$1.48M +$36.2K +779 +3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$1.42M -$255K -5,470 -15%
FRA
64
FFG Retirement Advisors
Colorado
$1.41M +$13.6K +293 +1%
JIC
65
Johnson Investment Counsel
Ohio
$1.41M -$4.65K -100 -0.3%
GRP
66
Global Retirement Partners
California
$1.41M +$211K +4,526 +18%
PWM
67
Perigon Wealth Management
California
$1.39M +$1.02K +22 +0.1%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$1.3M -$2.58M -55,416 -67%
Stifel Financial
69
Stifel Financial
Missouri
$1.23M +$15.4K +332 +1%
SFG
70
Sovereign Financial Group
Connecticut
$1.23M +$225K +4,842 +22%
MWM
71
Marion Wealth Management
Pennsylvania
$1.21M +$23.1K +496 +2%
PMG
72
ProVise Management Group
Florida
$1.2M -$92.2K -1,982 -7%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.17M -$27.2K -584 -2%
KSWA
74
Kathleen S. Wright Associates
Pennsylvania
$1.14M -$30.1K -646 -3%
BFO
75
Boston Family Office
Massachusetts
$1.11M +$17.2K +369 +2%
1 2
3
4 5