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WisdomTree Emerging Markets SmallCap Dividend Fund

195 hedge funds and large institutions have $1.83B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.66B → $1.83B (+$165M)

1.36% more ownership

Funds ownership: 69.83%71.19% (+1.4%)

1% more funds holding

Funds holding: 194195 (+1)

68% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $4.28M

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
30
Increased
80
Reduced
50
Closed
24
Calls
$1.36M
Puts
$4.28M
Net Calls
-$2.92M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$321K -$11.2K -214 -3%
BFG
127
Berger Financial Group
Minnesota
$318K
HWM
128
HB Wealth Management
Georgia
$308K -$63K -1,198 -17%
IWA
129
Intercontinental Wealth Advisors
Texas
$287K -$9.88K -188 -3%
AFA
130
American Financial Advisors
Georgia
$284K -$159K -3,018 -36%
MFP
131
Meridian Financial Partners
Virginia
$284K -$2.47K -47 -0.9%
FFN
132
Focus Financial Network
Minnesota
$269K +$265K +5,038 New
GFS
133
GYL Financial Synergies
Connecticut
$268K
NL
134
NWAM LLC
Washington
$266K
5L
135
55I LLC
Massachusetts
$266K +$262K +4,986 New
HHGA
136
Halbert Hargrove Global Advisors
California
$261K +$683 +13 +0.3%
RHBC
137
R.H. Bluestein & Co
Michigan
$249K -$42.8K -815 -15%
ADL
138
Asset Dedication LLC
California
$242K +$14.9K +284 +7%
6F
139
626 Financial
Michigan
$232K -$46.2K -879 -17%
SWM
140
Spire Wealth Management
Virginia
$221K +$15.4K +294 +8%
MAM
141
Meeder Asset Management
Ohio
$218K -$13.5K -257 -6%
TCOO
142
Trust Company of Oklahoma
Oklahoma
$216K
CCM
143
Crabel Capital Management
California
$215K +$212K +4,041 New
VA
144
Valmark Advisers
Ohio
$214K +$211K +4,017 New
RIM
145
Rockbridge Investment Management
New York
$194K -$105K -1,996 -36%
HNB
146
Huntington National Bank
Ohio
$175K
GIA
147
GHP Investment Advisors
Colorado
$171K +$168K +3,200 New
APA
148
American Portfolios Advisors
New York
$150K -$2.52K -48 -2%
TWA
149
TCI Wealth Advisors
Arizona
$147K +$1.26K +24 +0.9%
US Bancorp
150
US Bancorp
Minnesota
$136K +$84.2K +1,603 +168%

DGS Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2022, worth a combined $1.83B — up 9.9% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DGS positions and 24 closed out — a net gain of 6 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Creative Planning, adding an estimated $130M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.5M sold.

  • 195 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $1.83B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 30 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2022 and 24 closed out, a net change of +6 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2022 was Creative Planning, an estimated $130M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2022 was Susquehanna International Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.