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WisdomTree Emerging Markets SmallCap Dividend Fund

194 hedge funds and large institutions have $1.66B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 48

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$177M)

5% more funds holding

Funds holding: 184194 (+10)

4.43% more ownership

Funds ownership: 65.4%69.83% (+4.4%)

5% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.07M

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
31
Increased
82
Reduced
48
Closed
19
Calls
$1.12M
Puts
$1.07M
Net Calls
+$53K
Net Calls Change
+$449K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
126
Wedmont Private Capital
Pennsylvania
$328K +$322K +6,126 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$327K -$23.4K -445 -7%
SWP
128
Stratos Wealth Partners
Ohio
$325K +$323K +6,133 New
BFG
129
Berger Financial Group
Minnesota
$316K
Betterment LLC
130
Betterment LLC
New York
$305K +$303K +5,757 New
RIM
131
Rockbridge Investment Management
New York
$296K +$294K +5,594 New
IWA
132
Intercontinental Wealth Advisors
Texas
$294K
RHBC
133
R.H. Bluestein & Co
Michigan
$291K -$67.4K -1,280 -19%
CFGS
134
Concourse Financial Group Securities
Alabama
$287K +$9.11K +173 +3%
MFP
135
Meridian Financial Partners
Virginia
$287K +$10.3K +196 +4%
6F
136
626 Financial
Michigan
$277K +$275K +5,225 New
GFS
137
GYL Financial Synergies
Connecticut
$266K
NL
138
NWAM LLC
Washington
$264K +$2.26K +43 +0.9%
HHGA
139
Halbert Hargrove Global Advisors
California
$259K +$2.84K +54 +1%
NGA
140
Naples Global Advisors
Florida
$233K +$232K +4,399 New
MAM
141
Meeder Asset Management
Ohio
$230K -$10.2K -193 -4%
ADL
142
Asset Dedication LLC
California
$225K +$25.7K +489 +13%
TCOO
143
Trust Company of Oklahoma
Oklahoma
$214K -$10.5K -200 -5%
FIM
144
Freedom Investment Management
Connecticut
$210K +$8.63K +164 +4%
SWM
145
Spire Wealth Management
Virginia
$204K +$526 +10 +0.3%
IA
146
IFP Advisors
Florida
$177K +$842 +16 +0.5%
APA
147
American Portfolios Advisors
New York
$151K -$37.4K -710 -20%
TWA
148
TCI Wealth Advisors
Arizona
$145K +$2.05K +39 +1%
William Blair & Company
149
William Blair & Company
Illinois
$129K -$6.32K -120 -5%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$95.6K

DGS Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2021, worth a combined $1.66B — up 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGS positions and 19 closed out — a net gain of 12 holders — while 82 added to existing stakes and 48 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Alaska Permanent Fund, cutting an estimated $9.14M.

  • 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $1.66B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2021 was Creative Planning, an estimated $120M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2021 was Alaska Permanent Fund, an estimated $9.14M sold.

Based on aggregated 13F filings for Q4 2021.