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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

243 hedge funds and large institutions have $1.18B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

5% more funds holding

Funds holding: 232 → 243 (+11)

3.4% less ownership

Funds ownership: 68.63% → 65.23% (-3.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

24% less capital invested

Capital invested by funds: $1.54B → $1.18B (-$365M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
35
Increased
87
Reduced
78
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6M
3
Jane Street
Jane Street
New York
+$4.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.06M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.73M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$213M
2
HCM
Hengehold Capital Management
Ohio
-$14.2M
3
OMC
Old Mission Capital
Illinois
-$12.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
76
Whittier Trust
California
$1.71M -$25.7K -503 -1%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.7M +$547K +10,704 +44%
FWP
78
Family Wealth Partners
North Carolina
$1.7M +$257K +5,025 +17%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.63M +$114K +2,224 +7%
EWM
80
Empirical Wealth Management
Washington
$1.59M +$48.5K +950 +3%
FTUS
81
Flow Traders U.S.
New York
$1.53M +$765K +14,968 +92%
SS
82
Sound Stewardship
Kansas
$1.52M +$13K +255 +0.8%
FRA
83
FFG Retirement Advisors
Colorado
$1.48M -$1.23K -24 -0.1%
MSA
84
Marathon Strategic Advisors
Pennsylvania
$1.48M +$92.9K +1,819 +6%
OAM
85
Occidental Asset Management
California
$1.36M +$154K +3,009 +12%
JIC
86
Johnson Investment Counsel
Ohio
$1.36M -$8.94K -175 -0.6%
PWM
87
Perigon Wealth Management
California
$1.22M -$131K -2,562 -9%
CWM
88
Cornerstone Wealth Management
Missouri
$1.17M +$426K +8,338 +53%
MWA
89
Moser Wealth Advisors
Washington
$1.16M -$79.9K -1,563 -6%
Renaissance Technologies
90
Renaissance Technologies
New York
$1.08M +$1.12M +22,000 New
EAM
91
Evanson Asset Management
California
$1.07M -$27K -528 -2%
SAM
92
Smartleaf Asset Management
Massachusetts
$1.05M +$31.5K +616 +3%
WW
93
Waterfront Wealth
Kansas
$999K +$4.14K +81 +0.4%
Corient Private Wealth
94
Corient Private Wealth
Florida
$951K -$41.2K -806 -4%
Osaic Holdings
95
Osaic Holdings
Arizona
$910K +$203K +3,981 +27%
AAS
96
Avantax Advisory Services
Texas
$888K +$6.59K +129 +0.7%
TNBTD
97
Trustmark National Bank Trust Department
Mississippi
$865K – – –
BW
98
Bison Wealth
Georgia
$783K -$1.36M -26,690 -63%
IAA
99
Independent Advisor Alliance
North Carolina
$760K +$794K +15,538 New
PMG
100
ProVise Management Group
Florida
$756K -$28.6K -559 -3%
2 3
4
5 6

DGS Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2024, worth a combined $1.18B — down 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGS positions and 20 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $213M.

  • 243 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2024, up from 232 in Q3 2024.
  • Funds reported $1.18B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2024, down 24% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2024 was Ameriprise, an estimated $11M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2024 was Creative Planning, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.