DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

176 hedge funds and large institutions have $1.53B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
76
Reduced
56
Closed
18
Calls
$307K
Puts
$3.74M
Net Calls
-$3.43M
Net Calls Change
-$780K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.07B
2
GVAG
2
Great Valley Advisor Group
Delaware
$11M
3
Bank of America
3
Bank of America
North Carolina
$41.3M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$5.03M
5
CAG
5
Csenge Advisory Group
Florida
$7.32M

Top Sellers

1
AFIA
1
America First Investment Advisors
Nebraska
$3K
2
CJFS
2
Coulter & Justus Financial Services
Tennessee
$0
3
SHFP
3
Second Half Financial Partners
Florida
$0
4
Jane Street
4
Jane Street
New York
$2.68M
5
Wells Fargo
5
Wells Fargo
California
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Marion Wealth Management
Pennsylvania
$811K +$51.1K +1,284 +7%
CA
77
Clearstead Advisors
Ohio
$806K – – –
CM
78
Columbus Macro
Pennsylvania
$795K -$22.3K -561 -3%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$765K -$42.9K -1,079 -5%
AWM
80
Avaii Wealth Management
Wisconsin
$757K +$757K +19,010 New
IA
81
IFP Advisors
Florida
$730K +$162K +3,106 +29%
MML Investors Services
82
MML Investors Services
Massachusetts
$641K +$20.9K +525 +3%
5L
83
55I LLC
Massachusetts
$626K +$202K +5,071 +48%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$600K -$46.5K -1,166 -7%
Osaic Holdings
85
Osaic Holdings
Arizona
$576K -$4.1K -103 -0.7%
RJA
86
Raymond James & Associates
Florida
$566K +$14K +352 +3%
RWA
87
Ropes Wealth Advisors
Massachusetts
$561K – – –
PFM
88
Parsec Financial Management
North Carolina
$551K -$116K -2,910 -17%
Betterment LLC
89
Betterment LLC
New York
$529K – – –
SQA
90
Simon Quick Advisors
New Jersey
$526K -$111K -2,792 -17%
PGAM
91
Princeton Global Asset Management
New Jersey
$526K +$637 +16 +0.1%
MLA
92
My Legacy Advisors
Oregon
$506K +$107K +2,711 +27%
RHBC
93
R.H. Bluestein & Co
Michigan
$495K +$61.5K +1,543 +14%
JWA
94
JFS Wealth Advisors
Pennsylvania
$464K -$53K -1,332 -10%
LIM
95
Leavell Investment Management
Alabama
$459K – – –
RIA
96
RPG Investment Advisory
California
$450K -$126K -3,152 -22%
UCFA
97
United Capital Financial Advisors
Texas
$439K -$121K -3,038 -22%
DC
98
Davenport & Co
Virginia
$436K -$59.7K -1,500 -12%
OIA
99
OneDigital Investment Advisors
Kansas
$434K +$17.2K +431 +4%
CPIG
100
Chicago Partners Investment Group
Illinois
$416K -$77.2K -1,857 -16%
2 3
4
5 6