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WisdomTree Emerging Markets SmallCap Dividend Fund

165 hedge funds and large institutions have $1.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

22% more capital invested

Capital invested by funds: $841M → $1.03B (+$185M)

9% more funds holding

Funds holding: 152165 (+13)

2.85% more ownership

Funds ownership: 56.98%59.83% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
36
Increased
45
Reduced
59
Closed
20
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$688K -$4.01K -90 -0.6%
UCFA
77
United Capital Financial Advisors
Texas
$681K -$626K -14,038 -50%
RWA
78
Ropes Wealth Advisors
Massachusetts
$673K
RPCA
79
Running Point Capital Advisors
California
$641K +$599K +13,429 New
NWA
80
New World Advisors
Massachusetts
$636K -$46.1K -1,034 -6%
CPIG
81
Chicago Partners Investment Group
Illinois
$632K +$53.7K +1,204 +10%
DC
82
Davenport & Co
Virginia
$630K +$42.3K +950 +8%
T
83
TRUADVICE
Florida
$623K -$53.4K -1,197 -8%
AAS
84
Avantax Advisory Services
Texas
$604K -$5.76M -129,253 -91%
PAS
85
Park Avenue Securities
New York
$579K +$97.4K +2,186 +22%
JIC
86
Johnson Investment Counsel
Ohio
$558K -$3.34K -75 -0.6%
S
87
SimplyRich
California
$531K -$18.1K -405 -4%
CCM
88
Colorado Capital Management
Colorado
$493K -$4.28K -96 -0.9%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$465K -$152K -3,408 -26%
Renaissance Technologies
90
Renaissance Technologies
New York
$434K -$66.9K -1,500 -14%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$402K -$17.8K -399 -5%
HHGA
92
Halbert Hargrove Global Advisors
California
$376K -$109K -2,439 -24%
RJA
93
Raymond James & Associates
Florida
$373K +$10.1K +226 +3%
22CM
94
20/20 Capital Management
California
$372K -$925K -20,762 -73%
IWA
95
Intercontinental Wealth Advisors
Texas
$361K -$253K -5,680 -43%
WIA
96
Wealthstreet Investment Advisors
Texas
$352K +$9.8K +220 +3%
RA
97
RFG Advisory
Alabama
$350K +$14.1K +316 +5%
WTC
98
WhitTier Trust Company
Nevada
$342K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$337K -$548K -12,298 -64%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$322K +$16.5K +370 +6%

DGS Hedge Fund Activity: Q4 2020 in Review

165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2020, worth a combined $1.03B — up 22% from $841M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DGS positions and 20 closed out — a net gain of 16 holders — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Creative Planning, adding an estimated $66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.23M sold.

  • 165 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $1.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 36 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2020 and 20 closed out, a net change of +16 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2020 was Creative Planning, an estimated $66M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2020 was Citadel Advisors, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2020.