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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

185 hedge funds and large institutions have $494M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
4.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
31
Increased
56
Reduced
66
Closed
26
Calls
–
Puts
$624K
Net Calls
-$624K
Net Calls Change
-$154K

Top Buyers

1
BFM
1
Boston Financial Management
Massachusetts
$12.9M
2
Jane Street
2
Jane Street
New York
$9.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.57M
4
NHC
4
Nicholas Hoffman & Company
Georgia
$2.78M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$7.66M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$68.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
HDIM
3
Hanson & Doremus Investment Management
Vermont
$3.95M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.77M
5
PFM
5
Parsec Financial Management
North Carolina
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
101
Winning Points Advisors
Florida
$415K +$37.9K +900 +10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$398K -$56.1K -1,340 -12%
CHP
103
Cable Hill Partners
Oregon
$371K +$371K +8,857 New
WDL
104
Well Done LLC
Michigan
$365K -$31.7K -756 -8%
CC
105
Claybrook Capital
Massachusetts
$365K +$365K +8,713 New
Creative Planning
106
Creative Planning
Kansas
$362K +$38K +906 +12%
APA
107
American Portfolios Advisors
New York
$344K +$17.2K +410 +5%
WA
108
WP Advisors
California
$338K -$1.09K -26 -0.3%
PWM
109
Perigon Wealth Management
California
$336K +$138K +3,200 +70%
IAA
110
Ironsides Asset Advisors
North Carolina
$332K – – –
WIA
111
Wealthstreet Investment Advisors
Texas
$319K -$162K -3,607 -34%
EWM
112
Empirical Wealth Management
Washington
$316K +$31K +742 +11%
VIM
113
Vista Investment Management
Pennsylvania
$315K +$315K +7,523 New
Baird Financial Group
114
Baird Financial Group
Wisconsin
$301K +$40.3K +962 +15%
CM
115
Capital Management
Virginia
$296K -$76.2K -1,818 -20%
FCA
116
FinTrust Capital Advisors
South Carolina
$285K +$285K +6,793 New
WTC
117
WhitTier Trust Company
Nevada
$283K -$5.78K -138 -2%
VSWA
118
Vontobel Swiss Wealth Advisors
Switzerland
$282K +$58.6K +1,410 +26%
RIL
119
Rothschild Investment LLC
Illinois
$248K -$4.27K -102 -2%
PVH
120
Psagot Value Holdings
Israel
$247K – – –
SFS
121
Sowell Financial Services
Arkansas
$246K +$246K +5,870 New
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$119K +2,838 +99%
CA
123
Continuum Advisory
Idaho
$233K +$233K +5,557 New
SWP
124
Strategic Wealth Partners
Ohio
$230K -$4.91K -109 -2%
FIM
125
Freedom Investment Management
Connecticut
$227K -$12.6K -300 -5%
3 4
5
6 7