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WisdomTree Emerging Markets SmallCap Dividend Fund

195 hedge funds and large institutions have $1.83B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.66B → $1.83B (+$165M)

1.36% more ownership

Funds ownership: 69.83%71.19% (+1.4%)

1% more funds holding

Funds holding: 194195 (+1)

68% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $4.28M

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
30
Increased
80
Reduced
50
Closed
24
Calls
$1.36M
Puts
$4.28M
Net Calls
-$2.92M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Albion Financial Group
Utah
$1.15M
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.14M -$2.57M -48,835 -70%
CM
78
Columbus Macro
Pennsylvania
$1.12M -$2.68K -51 -0.2%
CA
79
Clearstead Advisors
Ohio
$1.12M +$19.5K +372 +2%
MWM
80
Marion Wealth Management
Pennsylvania
$1.11M +$15.4K +293 +1%
IA
81
Insight Advisors
Pennsylvania
$1.11M +$477K +9,080 +78%
Stifel Financial
82
Stifel Financial
Missouri
$1.08M +$52.4K +997 +5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.07M +$75.9K +1,445 +8%
CAM
84
Covenant Asset Management
New Jersey
$1.05M +$12.6K +240 +1%
MML Investors Services
85
MML Investors Services
Massachusetts
$920K -$990K -18,842 -52%
PFM
86
Parsec Financial Management
North Carolina
$893K -$6.2K -118 -0.7%
BS
87
Boenning & Scattergood
Pennsylvania
$863K +$12.1K +230 +1%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$813K -$52.4K -998 -6%
RIA
89
RPG Investment Advisory
California
$770K -$12.6K -240 -2%
RWA
90
Ropes Wealth Advisors
Massachusetts
$752K
PGAM
91
Princeton Global Asset Management
New Jersey
$750K -$21.8K -414 -3%
UCFA
92
United Capital Financial Advisors
Texas
$750K +$1.89K +36 +0.3%
JWA
93
JFS Wealth Advisors
Pennsylvania
$693K -$4.26K -81 -0.6%
CPIG
94
Chicago Partners Investment Group
Illinois
$685K +$21.6K +411 +3%
DC
95
Davenport & Co
Virginia
$664K +$5.04K +96 +0.8%
AAS
96
Avantax Advisory Services
Texas
$658K +$11.8K +225 +2%
Betterment LLC
97
Betterment LLC
New York
$593K +$282K +5,362 +93%
IA
98
IFP Advisors
Florida
$564K +$396K +7,530 +227%
Goldman Sachs
99
Goldman Sachs
New York
$533K -$18.8K -357 -3%
Vontobel Holding
100
Vontobel Holding
Switzerland
$512K +$19.2K +365 +4%

DGS Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2022, worth a combined $1.83B — up 9.9% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DGS positions and 24 closed out — a net gain of 6 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Creative Planning, adding an estimated $130M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.5M sold.

  • 195 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $1.83B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 30 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2022 and 24 closed out, a net change of +6 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2022 was Creative Planning, an estimated $130M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2022 was Susquehanna International Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.