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WisdomTree Emerging Markets SmallCap Dividend Fund

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: 232243 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Covenant Asset Management
New Jersey
$755K
ACA
102
American Capital Advisory
Idaho
$743K -$60.2K -1,179 -7%
ECM
103
Exchange Capital Management
Michigan
$736K +$98.9K +1,935 +15%
FH
104
Financial Harvest
Florida
$728K +$760K +14,877 New
BFO
105
Biltmore Family Office
North Carolina
$717K -$22.2K -435 -3%
CM
106
Columbus Macro
Pennsylvania
$716K +$112K +2,193 +18%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$707K -$204K -3,992 -22%
IWC
108
Integrated Wealth Concepts
Massachusetts
$703K +$210K +4,119 +40%
CIA
109
Choate Investment Advisors
Massachusetts
$690K
KSWA
110
Kathleen S. Wright Associates
Pennsylvania
$686K -$24.8K -485 -3%
FMTCOCP
111
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$685K +$19.7K +386 +3%
OPWM
112
Oxinas Partners Wealth Management
Indiana
$679K +$121K +2,362 +21%
Betterment LLC
113
Betterment LLC
New York
$646K +$16.3K +319 +2%
MWM
114
Modera Wealth Management
New Jersey
$625K -$25.3K -496 -4%
SQA
115
Simon Quick Advisors
New Jersey
$604K +$2.61K +51 +0.4%
AIA
116
AssuredPartners Investment Advisors
Florida
$583K +$609K +11,913 New
BFO
117
Boston Family Office
Massachusetts
$577K +$43.8K +857 +8%
MC
118
Matisse Capital
Oregon
$563K
JP Morgan Chase
119
JP Morgan Chase
New York
$552K -$69.9K -1,368 -11%
LIM
120
Leavell Investment Management
Alabama
$541K
SFG
121
Sovereign Financial Group
Connecticut
$514K -$40.9K -801 -7%
WPW
122
Watershed Private Wealth
Illinois
$513K -$511 -10 -0.1%
OIA
123
OneDigital Investment Advisors
Kansas
$495K +$6.74K +132 +1%
DC
124
Davenport & Co
Virginia
$492K -$7.71K -151 -1%
P
125
&Partners
Tennessee
$491K +$14.1K +276 +3%

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.