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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

158 hedge funds and large institutions have $1B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.59%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
13
Increased
70
Reduced
47
Closed
9
Calls
–
Puts
$407K
Net Calls
-$407K
Net Calls Change
-$460K

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$46.1M
2
VA
2
Valmark Advisers
Ohio
$22M
3
JA
3
JOYN Advisors
Georgia
$19.6M
4
USAA
4
United Services Automobile Association
Texas
$168M
5
Jane Street
5
Jane Street
New York
$8.48M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$6.45M
2
JIC
2
Johnson Investment Counsel
Ohio
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
V
4
Veritable
Delaware
$2.05M
5
CIA
5
Choate Investment Advisors
Massachusetts
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$517K +$517K +11,190 New
CFS
102
Community Financial System
New York
$513K – – –
ACP
103
Ashfield Capital Partners
California
$496K +$496K +10,726 New
BOTW
104
Bank of the West
California
$460K +$19.6K +424 +4%
GLRA
105
Gerald L. Ray & Associates
Texas
$457K – – –
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$410K +$38.2K +826 +10%
LIM
107
Leavell Investment Management
Alabama
$382K -$64.6K -1,400 -14%
Stifel Financial
108
Stifel Financial
Missouri
$362K -$12.6K -272 -3%
CANC
109
Culbertson A N & Co
Virginia
$359K -$40.2K -870 -10%
US Bancorp
110
US Bancorp
Minnesota
$358K +$10.2K +220 +3%
BG
111
Bahl & Gaynor
Ohio
$347K – – –
AW
112
ACG Wealth
Georgia
$340K +$6.66K +144 +2%
BBA
113
BLB&B Advisors
Pennsylvania
$338K +$185 +4 +0.1%
CW
114
Cobiz Wealth
Colorado
$328K -$59.1K -1,277 -15%
PAG
115
Private Advisor Group
New Jersey
$322K +$4.39K +95 +1%
WBG
116
Wharton Business Group
Pennsylvania
$318K – – –
MSS
117
Mitchell Sinkler & Starr
Pennsylvania
$306K +$90.3K +1,950 +42%
MFS
118
MSI Financial Services
Massachusetts
$305K -$26.7K -577 -8%
AA
119
AlphaMark Advisors
Kentucky
$298K -$17.6K -380 -6%
WB
120
Webster Bank
Connecticut
$286K +$286K +6,188 New
NGA
121
Naples Global Advisors
Florida
$277K – – –
LWM
122
LBA Wealth Management
Florida
$270K +$51.9K +1,125 +24%
PVH
123
Psagot Value Holdings
Israel
$268K – – –
SCA
124
Stillwater Capital Advisors
Pennsylvania
$259K – – –
CWM
125
Concert Wealth Management
California
$249K -$108K -2,332 -30%
3 4
5
6 7