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WisdomTree Emerging Markets SmallCap Dividend Fund

243 hedge funds and large institutions have $1.18B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

5% more funds holding

Funds holding: 232243 (+11)

3.4% less ownership

Funds ownership: 68.63%65.23% (-3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.54B → $1.18B (-$365M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
35
Increased
87
Reduced
78
Closed
20
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.21M -$54.2K -1,061 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.14M +$125K +2,447 +4%
AI
53
Atria Investments
North Carolina
$3.07M +$380K +7,442 +13%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$2.81M +$61.5K +1,204 +2%
BI
55
Beckerman Institutional
New Jersey
$2.67M +$181K +3,552 +7%
UAG
56
United Advisor Group
Ohio
$2.56M +$454K +8,886 +20%
AA
57
Addison Advisors
Vermont
$2.47M +$51.1K +1,000 +2%
TYCC
58
Texas Yale Capital Corp
Florida
$2.45M
WMG
59
WESCAP Management Group
California
$2.43M +$58.3K +1,142 +2%
HP
60
Haven Private
Florida
$2.41M +$2.52M +49,346 New
AOWM
61
Alpha Omega Wealth Management
Virginia
$2.39M +$27.3K +534 +1%
CA
62
CoreCap Advisors
Michigan
$2.36M -$116K -2,268 -4%
NHC
63
Nicholas Hoffman & Company
Georgia
$2.32M -$263K -5,155 -10%
DFP
64
Defined Financial Planning
California
$2.08M +$2.17M +42,441 New
Stifel Financial
65
Stifel Financial
Missouri
$2.07M +$36.3K +710 +2%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$2M +$48K +939 +2%
IA
67
Insight Advisors
Pennsylvania
$1.99M +$172K +3,368 +9%
GRP
68
Global Retirement Partners
California
$1.97M +$27.8K +545 +1%
SFP
69
Sterling Financial Planning
New Jersey
$1.97M +$20.2K +395 +1%
PA
70
Pinnacle Associates
New York
$1.96M -$408K -7,993 -17%
SWP
71
Stratos Wealth Partners
Ohio
$1.95M +$137K +2,681 +7%
VIM
72
Vista Investment Management
Pennsylvania
$1.87M +$24.8K +485 +1%
PAG
73
Private Advisor Group
New Jersey
$1.86M +$89K +1,741 +5%
CIS
74
Custom Index Systems
New York
$1.79M -$84.5K -1,653 -4%
KAS
75
Kestra Advisory Services
Texas
$1.73M -$735K -14,386 -29%

DGS Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2024, worth a combined $1.18B — down 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGS positions and 20 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $213M.

  • 243 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2024, up from 232 in Q3 2024.
  • Funds reported $1.18B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2024, down 24% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2024 was Ameriprise, an estimated $11M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2024 was Creative Planning, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.