We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

181 hedge funds and large institutions have $530M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 176181 (+5)

1.77% less ownership

Funds ownership: 39.99%38.22% (-1.8%)

14% less capital invested

Capital invested by funds: $617M → $530M (-$87.2M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

55% less call options, than puts

Call options by funds: $379K | Put options by funds: $849K

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
4.14%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
21
Increased
59
Reduced
74
Closed
16
Calls
$379K
Puts
$849K
Net Calls
-$470K
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
151
Financial Gravity Asset Management
Texas
$39K +$4.28K +91 +10%
LFASL
152
Lugano Financial Advisors SA (LFA)
Switzerland
$32K
ACA
153
Atlas Capital Advisors
Wyoming
$24.8K
WEC
154
Winslow Evans & Crocker
Massachusetts
$20K +$18.6K +396 New
SIS
155
Sound Income Strategies
Florida
$17K -$4.75K -101 -21%
LNB
156
Ledyard National Bank
$17K
HR
157
Howe & Rusling
New York
$17K +$17.3K +367 New
THWM
158
Taylor Hoffman Wealth Management
Virginia
$16K +$16.7K +356 New
SWP
159
Stratos Wealth Partners
Ohio
$15K +$15.5K +330 New
CFA
160
Carroll Financial Associates
North Carolina
$14K
Citigroup
161
Citigroup
New York
$12K -$2.06M -43,808 -99%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
KJWM
163
Kiley Juergens Wealth Management
Washington
$9K -$13.1K -278 -58%
QI
164
QS Investors
New York
$7K +$235 +5 +3%
BFC
165
Bedel Financial Consulting
Indiana
$7K +$8.18K +174 New
GEA
166
Glen Eagle Advisors
New Jersey
$5.96K +$141 +3 +2%
Simplex Trading
167
Simplex Trading
Illinois
$4K -$18.3K -390 -82%
TFA
168
Transamerica Financial Advisors
Florida
$4K +$4.09K +87 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.47K
BFEC
170
Benjamin F. Edwards & Company
Missouri
$3K
CFN
171
Cordasco Financial Network
Florida
$3K +$3.43K +73 New
AIS
172
Accurate Investment Solutions
Pennsylvania
$2K +$1.83K +39 New
Barclays
173
Barclays
United Kingdom
$2K +$2.02K +43 New
CFD
174
Creative Financial Designs
Indiana
$1K
GT
175
Greenleaf Trust
Michigan
$1K