WisdomTree Emerging Markets SmallCap Dividend Fund
222 hedge funds and large institutions have $2.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 16 closing their positions.
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
28% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 67
4% more funds holding
Funds holding: 213 → 222 (+9)
16% less capital invested
Capital invested by funds: $2.41B → $2.03B (-$378M)
18.42% less ownership
Funds ownership: 91.97% → 73.55% (-18%)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$72.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$14.7M |
| 3 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$9.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$480M |
| 2 |
BWM
BKM Wealth Management
Brookfield,
Wisconsin
|
-$433M |
| 3 |
Morgan Stanley
New York
|
-$30.2M |
| 4 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$9.09M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$5.91M |
DGS Hedge Fund Activity: Q1 2024 in Review
222 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2024, worth a combined $2.03B — down 16% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DGS positions and 16 closed out — a net gain of 10 holders — while 86 added to existing stakes and 67 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $72.1M. The largest seller was Creative Planning, cutting an estimated $480M.
- 222 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2024, up from 213 in Q4 2023.
- Funds reported $2.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2024, down 16% quarter-over-quarter.
- 26 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2024 and 16 closed out, a net change of +10 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $72.1M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2024 was Creative Planning, an estimated $480M sold.
Based on aggregated 13F filings for Q1 2024.