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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
BO
126
Bank OZK
Arkansas
$484K
TFS
127
Thoroughbred Financial Services
Tennessee
$483K +$409 +8 +0.1%
FLPIM
128
F.L. Putnam Investment Management
Massachusetts
$476K +$1.33K +26 +0.3%
UCFA
129
United Capital Financial Advisors
Texas
$475K -$10.2K -200 -2%
CFA
130
Cahill Financial Advisors
Minnesota
$471K +$492K +9,633 New
SA
131
Sanctuary Advisors
Indiana
$468K -$188K -3,681 -28%
NL
132
NWAM LLC
Washington
$427K -$1.84K -36 -0.4%
AA
133
Armis Advisers
Georgia
$413K +$431K +8,443 New
HCM
134
Hengehold Capital Management
Ohio
$408K -$14.2M -278,012 -97%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$405K -$779K -15,243 -65%
AWP
136
Astra Wealth Partners
New Jersey
$404K +$421K +8,248 New
Mariner
137
Mariner
Kansas
$388K -$128K -2,506 -24%
JWA
138
JFS Wealth Advisors
Pennsylvania
$381K -$33K -645 -8%
AWS
139
Atria Wealth Solutions
New York
$351K -$81.5K -1,595 -18%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$350K +$365K +7,150 New
CQWA
141
Chokshi & Queen Wealth Advisors
California
$347K +$363K +7,099 New
WPC
142
Wedmont Private Capital
Pennsylvania
$345K +$81.5K +1,595 +28%
AFG
143
Albion Financial Group
Utah
$323K
CCM
144
Colorado Capital Management
Colorado
$314K -$3.78K -74 -1%
MFP
145
Meridian Financial Partners
Virginia
$293K -$5.42K -106 -2%
Citadel Advisors
146
Citadel Advisors
Florida
$289K -$11.1M -218,014 -97%
CWP
147
Cyndeo Wealth Partners
Florida
$285K +$409 +8 +0.1%
HNB
148
Huntington National Bank
Ohio
$281K
RA
149
RFG Advisory
Alabama
$280K -$16K -313 -5%
WTC
150
WhitTier Trust Company
Nevada
$278K

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.