We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

17% more call options, than puts

Call options by funds: $462K | Put options by funds: $395K

16% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$165M)

4% more funds holding

Funds holding: 165172 (+7)

1.55% more ownership

Funds ownership: 59.83%61.38% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
60
Reduced
56
Closed
17
Calls
$462K
Puts
$395K
Net Calls
+$67K
Net Calls Change
-$572K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Covington Capital Management
California
$807K -$14.9K -300 -2%
RIA
77
RPG Investment Advisory
California
$797K
RWA
78
Ropes Wealth Advisors
Massachusetts
$750K
CPIG
79
Chicago Partners Investment Group
Illinois
$694K -$1.89K -38 -0.3%
JWA
80
JFS Wealth Advisors
Pennsylvania
$684K -$112K -2,251 -14%
UCFA
81
United Capital Financial Advisors
Texas
$663K -$66.9K -1,349 -9%
SFP
82
Sterling Financial Planning
New Jersey
$648K +$495K +9,978 +374%
DC
83
Davenport & Co
Virginia
$626K -$49.6K -1,000 -8%
HighTower Advisors
84
HighTower Advisors
Illinois
$626K +$607K +12,228 New
3LCM
85
3D/L Capital Management
Connecticut
$604K -$14M -281,648 -96%
S
86
SimplyRich
California
$570K
AAS
87
Avantax Advisory Services
Texas
$535K -$113K -2,269 -18%
JIC
88
Johnson Investment Counsel
Ohio
$529K -$68.2K -1,375 -12%
Goldman Sachs
89
Goldman Sachs
New York
$507K +$490K +9,877 New
CCM
90
Colorado Capital Management
Colorado
$501K -$28.3K -571 -6%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$495K -$4.42K -89 -0.9%
IC
92
IEQ Capital
California
$434K +$419K +8,455 New
HDIM
93
Hanson & Doremus Investment Management
Vermont
$411K -$19.6K -396 -5%
HHGA
94
Halbert Hargrove Global Advisors
California
$405K +$843 +17 +0.2%
RJA
95
Raymond James & Associates
Florida
$394K -$6.7K -135 -2%
RA
96
RFG Advisory
Alabama
$387K +$20.4K +412 +6%
WIA
97
Wealthstreet Investment Advisors
Texas
$378K +$149 +3 +0%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$349K +$338K +6,806 New
WTC
99
WhitTier Trust Company
Nevada
$348K -$18.6K -375 -5%
22CM
100
20/20 Capital Management
California
$336K -$56.7K -1,143 -15%

DGS Hedge Fund Activity: Q1 2021 in Review

172 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2021, worth a combined $1.19B — up 16% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DGS positions and 17 closed out — a net gain of 10 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Creative Planning, adding an estimated $94.2M. The largest seller was 3D/L Capital Management, cutting an estimated $14M.

  • 172 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2021, up from 165 in Q4 2020.
  • Funds reported $1.19B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2021, up 16% quarter-over-quarter.
  • 27 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2021 and 17 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2021 was Creative Planning, an estimated $94.2M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2021 was 3D/L Capital Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2021.