DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

158 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.59%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
13
Increased
70
Reduced
47
Closed
9
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$460K

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$46.1M
2
VA
2
Valmark Advisers
Ohio
$22M
3
JA
3
JOYN Advisors
Georgia
$19.6M
4
USAA
4
United Services Automobile Association
Texas
$168M
5
Jane Street
5
Jane Street
New York
$8.48M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$6.45M
2
JIC
2
Johnson Investment Counsel
Ohio
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
V
4
Veritable
Delaware
$2.05M
5
CIA
5
Choate Investment Advisors
Massachusetts
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Albion Financial Group
Utah
$1.35M – – –
PMG
77
ProVise Management Group
Florida
$1.3M +$142K +3,080 +12%
CFSG
78
Community Financial Services Group
Vermont
$1.27M +$77.2K +1,670 +6%
EAM
79
Evanson Asset Management
California
$1.22M +$65.6K +1,420 +6%
DC
80
Davenport & Co
Virginia
$1.08M -$485K -10,500 -31%
DSC
81
Duncker Streett & Co
Missouri
$1.05M +$23.3K +505 +2%
RIL
82
Rothschild Investment LLC
Illinois
$1M +$54.3K +1,175 +6%
RJA
83
Raymond James & Associates
Florida
$974K +$175K +3,777 +22%
MIH
84
Madison Investment Holdings
Wisconsin
$963K +$11.7K +253 +1%
MFP
85
Mosaic Financial Partners
California
$936K -$98.2K -2,124 -9%
SCI
86
S&CO Inc
Massachusetts
$924K – – –
IAA
87
Ironsides Asset Advisors
North Carolina
$842K -$27.7K -600 -3%
TIM
88
Tortoise Investment Management
New York
$836K +$50.9K +1,100 +6%
AIG
89
American International Group
New York
$766K +$24.4K +528 +3%
MM
90
Main Management
California
$753K – – –
WIC
91
Woodmont Investment Counsel
Tennessee
$710K +$11.6K +250 +2%
CG
92
Colony Group
Massachusetts
$698K +$103K +2,233 +17%
NPC
93
National Planning Corporation
California
$686K +$174K +3,788 +34%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$667K +$2.73K +59 +0.4%
PA
95
Pinnacle Associates
New York
$612K -$267K -5,785 -30%
EGA
96
E&G Advisors
Texas
$603K -$9.24K -200 -2%
HighTower Advisors
97
HighTower Advisors
Illinois
$581K – – –
Northern Trust
98
Northern Trust
Illinois
$539K -$24.3K -526 -4%
CA
99
Cetera Advisors
Colorado
$528K -$4.62K -100 -0.9%
LS
100
Lattice Strategies
Pennsylvania
$526K -$21.5K -465 -4%
2 3
4
5 6