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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

232 hedge funds and large institutions have $1.54B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,580% more call options, than puts

Call options by funds: $934K | Put options by funds: $5K

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1% more funds holding

Funds holding: 229 → 232 (+3)

1.23% more ownership

Funds ownership: 67.4% → 68.63% (+1.2%)

4% less capital invested

Capital invested by funds: $1.61B → $1.54B (-$62.2M)

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
96
Reduced
73
Closed
19
Calls
$934K
Puts
$5K
Net Calls
+$929K
Net Calls Change
+$919K

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
+$33.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$13.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.18M
4
OMC
Old Mission Capital
Illinois
+$8.51M
5
SWAG
Spectrum Wealth Advisory Group
California
+$6.19M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$176M
2
Cerity Partners
Cerity Partners
New York
-$29.1M
3
Jane Street
Jane Street
New York
-$4.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.44M
5
FTUS
Flow Traders U.S.
New York
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$839K +$100K +1,924 +14%
CAM
102
Covenant Asset Management
New Jersey
$829K -$15.6K -300 -2%
BFO
103
Biltmore Family Office
North Carolina
$810K – – –
Osaic Holdings
104
Osaic Holdings
Arizona
$786K -$15.2K -292 -2%
KSWA
105
Kathleen S. Wright Associates
Pennsylvania
$779K -$13.4K -258 -2%
CIA
106
Choate Investment Advisors
Massachusetts
$757K -$2.6K -50 -0.4%
FMTCOCP
107
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$731K -$185K -3,559 -21%
MWM
108
Modera Wealth Management
New Jersey
$713K +$312 +6 +0%
ECM
109
Exchange Capital Management
Michigan
$704K +$225K +4,329 +49%
Betterment LLC
110
Betterment LLC
New York
$692K -$522K -10,032 -44%
NS
111
NBC Securities
Alabama
$685K +$104K +2,001 +19%
JP Morgan Chase
112
JP Morgan Chase
New York
$679K +$22.1K +424 +3%
SA
113
Sanctuary Advisors
Indiana
$666K +$134K +2,570 +24%
SQA
114
Simon Quick Advisors
New Jersey
$660K +$260 +5 +0%
CM
115
Columbus Macro
Pennsylvania
$657K -$1.35K -26 -0.2%
OPWM
116
Oxinas Partners Wealth Management
Indiana
$619K +$233K +4,475 +64%
MC
117
Matisse Capital
Oregon
$619K – – –
SFG
118
Sovereign Financial Group
Connecticut
$607K -$54.9K -1,054 -9%
LIM
119
Leavell Investment Management
Alabama
$594K +$37K +710 +7%
BFO
120
Boston Family Office
Massachusetts
$587K +$365 +7 +0.1%
WPW
121
Watershed Private Wealth
Illinois
$564K -$9.37K -180 -2%
Mariner
122
Mariner
Kansas
$560K -$10.5K -201 -2%
IWC
123
Integrated Wealth Concepts
Massachusetts
$550K -$50.1K -962 -9%
DC
124
Davenport & Co
Virginia
$548K -$7.03K -135 -1%
OIA
125
OneDigital Investment Advisors
Kansas
$537K +$17K +326 +3%
3 4
5
6 7

DGS Hedge Fund Activity: Q3 2024 in Review

232 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2024, worth a combined $1.54B — down 3.9% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGS positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $33.4M. The largest seller was Creative Planning, cutting an estimated $176M.

  • 232 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $1.54B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2024, down 3.9% quarter-over-quarter.
  • 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2024 and 19 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2024 was Congress Wealth Management, an estimated $33.4M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2024 was Creative Planning, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2024.