DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

159 hedge funds and large institutions have $621M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
11
Increased
57
Reduced
60
Closed
19
Calls
–
Puts
$606K
Net Calls
-$606K
Net Calls Change
-$187K

Top Buyers

1
JA
1
JOYN Advisors
Georgia
$17.5M
2
PFM
2
Parsec Financial Management
North Carolina
$15.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.64M
4
UBS Group
4
UBS Group
Switzerland
$20.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$8.11M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$66.4M
2
BF
2
BOK Financial
Oklahoma
$4.92M
3
GT
3
Greenleaf Trust
Michigan
$235K
4
Bank of America
4
Bank of America
North Carolina
$93.1M
5
CCM
5
Covington Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Partnervest Advisory Services
California
$904K -$969K -21,895 -52%
TBA
77
Train Babcock Advisors
New York
$898K +$510K +11,525 +131%
SCI
78
S&CO Inc
Massachusetts
$885K – – –
AssetMark Inc
79
AssetMark Inc
California
$884K +$18.1K +409 +2%
RJA
80
Raymond James & Associates
Florida
$802K -$35.5K -802 -4%
CIA
81
Choate Investment Advisors
Massachusetts
$735K -$1.62M -36,650 -69%
MM
82
Main Management
California
$721K – – –
GLRA
83
Gerald L. Ray & Associates
Texas
$670K +$264K +5,970 +65%
MFP
84
Mosaic Financial Partners
California
$620K -$276K -6,236 -31%
AIG
85
American International Group
New York
$614K -$64.8K -1,466 -10%
DC
86
Davenport & Co
Virginia
$603K +$13.3K +300 +2%
Northern Trust
87
Northern Trust
Illinois
$587K +$71.3K +1,614 +14%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$570K -$39.3K -889 -6%
CA
89
Cetera Advisors
Colorado
$553K +$47.3K +1,068 +9%
CB
90
Community Bank
New York
$491K – – –
MBT
91
Montecito Bank & Trust
California
$486K -$464K -10,490 -49%
BOTW
92
Bank of the West
California
$470K +$29.8K +675 +7%
PA
93
Pinnacle Associates
New York
$450K -$31K -700 -6%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$433K – – –
EGA
95
E&G Advisors
Texas
$409K – – –
IAA
96
Ironsides Asset Advisors
North Carolina
$399K -$433K -9,795 -52%
AF
97
Allworth Financial
California
$379K -$1.15M -25,991 -75%
WB
98
Webster Bank
Connecticut
$378K -$26.8K -605 -7%
CPIG
99
Chicago Partners Investment Group
Illinois
$374K -$12.4K -288 -3%
US Bancorp
100
US Bancorp
Minnesota
$351K -$27.7K -625 -7%
2 3
4
5 6