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WisdomTree Emerging Markets SmallCap Dividend Fund

165 hedge funds and large institutions have $1.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

22% more capital invested

Capital invested by funds: $841M → $1.03B (+$185M)

9% more funds holding

Funds holding: 152165 (+13)

2.85% more ownership

Funds ownership: 56.98%59.83% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
36
Increased
45
Reduced
59
Closed
20
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.44K
KC
152
Kinloch Capital
Virginia
$7K +$6.68K +150 New
AWA
153
Arkadios Wealth Advisors
Georgia
$7K +$6.95K +156 New
BFC
154
Bedel Financial Consulting
Indiana
$6K
FHA
155
First Horizon Advisors
Tennessee
$5K
GWM
156
Geneos Wealth Management
Colorado
$5K
CFN
157
Cordasco Financial Network
Florida
$4K
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$4K +$3.7K +83 New
BWM
159
Baystate Wealth Management
Massachusetts
$3K +$2.72K +61 New
AF
160
Advisornet Financial
Minnesota
$2K
LF
161
Lee Financial
Texas
$1K +$713 +16 New
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1K +$1.11K +25 New
Citadel Advisors
163
Citadel Advisors
Florida
-$6.23M -150,773 Closed
Jane Street
164
Jane Street
New York
-$5.7M -137,917 Closed
SMG
165
Smart Money Group
Texas
-$2M -48,394 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$1.56M -35,086 Closed
OMC
167
Old Mission Capital
Illinois
-$1.02M -24,606 Closed
HighTower Advisors
168
HighTower Advisors
Illinois
-$591K -14,311 Closed
Northern Trust
169
Northern Trust
Illinois
-$463K -11,200 Closed
FTUS
170
Flow Traders U.S.
New York
-$406K -9,821 Closed
AFAS
171
Acorn Financial Advisory Services
Virginia
-$337K -8,154 Closed
FWSM
172
First Wilshire Securities Management
California
-$252K -6,085 Closed
SPC
173
Sigma Planning Corp
Michigan
-$247K -5,982 Closed
VFPI
174
Vantage Financial Partners (Illinois)
Illinois
-$237K -5,740 Closed
TSS
175
Two Sigma Securities
New York
-$213K -5,152 Closed

DGS Hedge Fund Activity: Q4 2020 in Review

165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2020, worth a combined $1.03B — up 22% from $841M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DGS positions and 20 closed out — a net gain of 16 holders — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Creative Planning, adding an estimated $66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.23M sold.

  • 165 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $1.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 36 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2020 and 20 closed out, a net change of +16 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2020 was Creative Planning, an estimated $66M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2020 was Citadel Advisors, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2020.