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WisdomTree Emerging Markets SmallCap Dividend Fund

165 hedge funds and large institutions have $1.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

22% more capital invested

Capital invested by funds: $841M → $1.03B (+$185M)

9% more funds holding

Funds holding: 152165 (+13)

2.85% more ownership

Funds ownership: 56.98%59.83% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
36
Increased
45
Reduced
59
Closed
20
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$312K -$33.8K -758 -10%
JP Morgan Chase
102
JP Morgan Chase
New York
$301K +$114K +2,566 +68%
COF
103
Capital One Financial
Virginia
$293K -$1.16M -26,070 -81%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$10.6K -237 -4%
AIP
105
Almanack Investment Partners
Pennsylvania
$284K +$17.4K +390 +7%
HB
106
Homrich & Berg
Georgia
$283K +$4.86K +109 +2%
CFGS
107
Concourse Financial Group Securities
Alabama
$255K -$71.2K -1,597 -23%
VSWA
108
Vontobel Swiss Wealth Advisors
Switzerland
$253K +$236K +5,295 New
TCOO
109
Trust Company of Oklahoma
Oklahoma
$245K -$44.6K -1,000 -16%
NFG
110
Next Financial Group
Texas
$244K -$1.65K -37 -0.7%
GFS
111
GYL Financial Synergies
Connecticut
$240K
NL
112
NWAM LLC
Washington
$227K +$212K +4,766 New
WANY
113
Wealthspire Advisors (New York)
New York
$202K +$189K +4,241 New
IA
114
IFP Advisors
Florida
$198K +$82.7K +1,855 +80%
DSC
115
Duncker Streett & Co
Missouri
$195K -$19.8K -444 -10%
MAM
116
Meeder Asset Management
Ohio
$179K +$167K +3,757 New
APA
117
American Portfolios Advisors
New York
$177K
ADL
118
Asset Dedication LLC
California
$162K
SFP
119
Sterling Financial Planning
New Jersey
$127K +$119K +2,666 New
William Blair & Company
120
William Blair & Company
Illinois
$117K +$45 +1 +0%
LB
121
Legacy Bridge
Iowa
$72K
US Bancorp
122
US Bancorp
Minnesota
$67K -$13.2K -297 -18%
Simplex Trading
123
Simplex Trading
Illinois
$63K +$44.8K +1,005 +299%
FCA
124
FinTrust Capital Advisors
South Carolina
$57K -$8.47K -190 -14%
WEC
125
Winslow Evans & Crocker
Massachusetts
$51K +$37K +830 +339%

DGS Hedge Fund Activity: Q4 2020 in Review

165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2020, worth a combined $1.03B — up 22% from $841M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DGS positions and 20 closed out — a net gain of 16 holders — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Creative Planning, adding an estimated $66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.23M sold.

  • 165 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $1.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 36 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2020 and 20 closed out, a net change of +16 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2020 was Creative Planning, an estimated $66M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2020 was Citadel Advisors, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2020.