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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

222 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

4% more funds holding

Funds holding: 213 → 222 (+9)

16% less capital invested

Capital invested by funds: $2.41B → $2.03B (-$378M)

18.42% less ownership

Funds ownership: 91.97% → 73.55% (-18%)

50% less funds holding in top 10

Funds holding in top 10: 8 → 4 (-4)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
26
Increased
86
Reduced
67
Closed
16
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$629K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$72.1M
2
OMC
Old Mission Capital
Illinois
+$14.7M
3
PCG
Prosperity Consulting Group
Maryland
+$9.79M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.95M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$480M
2
BWM
BKM Wealth Management
Wisconsin
-$433M
3
Morgan Stanley
Morgan Stanley
New York
-$30.2M
4
GPWA
Great Point Wealth Advisors
Massachusetts
-$9.09M
5
EB
Eastern Bank
Massachusetts
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$3.19M +$1.62M +32,800 +109%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$57.1K -1,153 -2%
IWP
53
Invenio Wealth Partners
Florida
$3.11M +$1.66M +33,501 +121%
PAG
54
Private Advisor Group
New Jersey
$2.94M -$225K -4,549 -7%
SS
55
Sound Stewardship
Kansas
$2.91M -$244K -4,925 -8%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.58M -$196K -3,961 -7%
TYCC
57
Texas Yale Capital Corp
Florida
$2.55M – – –
NHC
58
Nicholas Hoffman & Company
Georgia
$2.5M +$120K +2,420 +5%
AOWM
59
Alpha Omega Wealth Management
Virginia
$2.48M +$45K +909 +2%
PA
60
Pinnacle Associates
New York
$2.47M +$20.9K +423 +0.9%
CIS
61
Custom Index Systems
New York
$2.44M +$850K +17,182 +56%
AI
62
Atria Investments
North Carolina
$2.41M +$171K +3,459 +8%
AA
63
AlphaQ Advisors
Florida
$2.4M -$230K -4,638 -9%
WMG
64
WESCAP Management Group
California
$2.21M +$9.3K +188 +0.4%
AA
65
Addison Advisors
Vermont
$2.19M +$200K +4,049 +10%
KAS
66
Kestra Advisory Services
Texas
$2.06M +$7.82K +158 +0.4%
GRP
67
Global Retirement Partners
California
$2M +$173K +3,500 +10%
CA
68
CoreCap Advisors
Michigan
$1.96M +$1.64M +33,064 +597%
SFP
69
Sterling Financial Planning
New Jersey
$1.94M +$52.8K +1,066 +3%
EWM
70
Empirical Wealth Management
Washington
$1.88M +$27.6K +558 +2%
CAN
71
Cetera Advisor Networks
California
$1.87M +$2.82K +57 +0.2%
WT
72
Whittier Trust
California
$1.8M +$22.1K +447 +1%
VIM
73
Vista Investment Management
Pennsylvania
$1.69M – – –
UAG
74
United Advisor Group
Ohio
$1.59M +$1.55M +31,272 New
FRA
75
FFG Retirement Advisors
Colorado
$1.58M +$45K +910 +3%
1 2
3
4 5

DGS Hedge Fund Activity: Q1 2024 in Review

222 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2024, worth a combined $2.03B — down 16% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DGS positions and 16 closed out — a net gain of 10 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $72.1M. The largest seller was Creative Planning, cutting an estimated $480M.

  • 222 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2024, up from 213 in Q4 2023.
  • Funds reported $2.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2024, down 16% quarter-over-quarter.
  • 26 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2024 and 16 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $72.1M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2024 was Creative Planning, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2024.