WisdomTree Emerging Markets SmallCap Dividend Fund
194 hedge funds and large institutions have $1.66B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 19 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 48
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $1.49B → $1.66B (+$177M)
5% more funds holding
Funds holding: 184 → 194 (+10)
4.43% more ownership
Funds ownership: 65.4% → 69.83% (+4.4%)
5% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$120M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$18.4M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$11.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.55M |
| 5 |
Morgan Stanley
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$9.14M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.63M |
| 3 |
Barclays
London,
United Kingdom
|
-$1.85M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.3M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.26M |
DGS Hedge Fund Activity: Q4 2021 in Review
194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2021, worth a combined $1.66B — up 12% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DGS positions and 19 closed out — a net gain of 12 holders — while 82 added to existing stakes and 48 trimmed.
The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Alaska Permanent Fund, cutting an estimated $9.14M.
- 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2021, up from 184 in Q3 2021.
- Funds reported $1.66B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2021 and 19 closed out, a net change of +12 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2021 was Creative Planning, an estimated $120M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2021 was Alaska Permanent Fund, an estimated $9.14M sold.
Based on aggregated 13F filings for Q4 2021.