We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

152 hedge funds and large institutions have $504M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

122% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 32

11% more funds holding

Funds holding: 137152 (+15)

8% more capital invested

Capital invested by funds: $467M → $504M (+$36.9M)

5% more call options, than puts

Call options by funds: $395K | Put options by funds: $376K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.3% less ownership

Funds ownership: 42.32%42.02% (-0.3%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
71
Reduced
32
Closed
7
Calls
$395K
Puts
$376K
Net Calls
+$19K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$42K
BAM
127
Barrett Asset Management
New York
$41K
ADL
128
Asset Dedication LLC
California
$39K +$39K +859 New
GRP
129
Global Retirement Partners
California
$37K +$4.23K +93 +13%
SPIA
130
Steward Partners Investment Advisory
New York
$33K +$33.2K +730 New
IA
131
IFP Advisors
Florida
$32K +$182 +4 +0.6%
NFG
132
Next Financial Group
Texas
$20K +$19.5K +430 New
AA
133
AlphaMark Advisors
Kentucky
$15K
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K
GEA
135
Glen Eagle Advisors
New Jersey
$11.4K +$136 +3 +1%
QI
136
QS Investors
New York
$11K -$273 -6 -3%
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
GWS
138
Glassman Wealth Services
Virginia
$10K
BWA
139
BDO Wealth Advisors
Florida
$10K +$10.3K +226 New
PWM
140
Perigon Wealth Management
California
$4K +$3.55K +78 New
BFEC
141
Benjamin F. Edwards & Company
Missouri
$3K
SF
142
Synovus Financial
Georgia
$3K
VNA
143
Valley National Advisers
Pennsylvania
$3K
PRS
144
Pinkerton Retirement Specialists
Idaho
$3K +$2.5K +55 New
CCM
145
Cribstone Capital Management
Maine
$2K
GT
146
Greenleaf Trust
Michigan
$2K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
148
Focused Wealth Management
New York
$1K
1832 Asset Management
149
1832 Asset Management
Ontario, Canada
$1K +$1.04K +23 New
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$732

DGS Hedge Fund Activity: Q2 2017 in Review

152 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2017, worth a combined $504M — up 7.9% from $467M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DGS positions and 7 closed out — a net gain of 16 holders — while 71 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $6.76M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $26.5M.

  • 152 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2017, up from 137 in Q1 2017.
  • Funds reported $504M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2017, up 7.9% quarter-over-quarter.
  • 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2017 and 7 closed out, a net change of +16 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2017 was Bank of America, an estimated $6.76M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2017 was Halbert Hargrove Global Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2017.