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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
60
Reduced
56
Closed
17
Calls
$462K
Puts
$395K
Net Calls
+$67K
Net Calls Change
-$572K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$763M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.74M
3
CM
3
Capital Management
Virginia
$8.16M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.48M
5
UBS Group
5
UBS Group
Switzerland
$6.77M

Top Sellers

1
3LCM
1
3D/L Capital Management
Connecticut
$604K
2
VA
2
Valmark Advisers
Ohio
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$35.1M
5
BFG
5
Berger Financial Group
Minnesota
$284K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$11K – – –
DWP
152
Destiny Wealth Partners
Florida
$11K – – –
AWM
153
Accel Wealth Management
Iowa
$10K – – –
FHA
154
First Horizon Advisors
Tennessee
$9K +$4K +80 +80%
GEA
155
Glen Eagle Advisors
New Jersey
$8.27K – – –
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8K – – –
BFC
157
Bedel Financial Consulting
Indiana
$7K – – –
GWSG
158
GPS Wealth Strategies Group
Colorado
$7K +$7K +138 New
EVM
159
Eaton Vance Management
Massachusetts
$7K +$7K +142 New
CFN
160
Cordasco Financial Network
Florida
$5K – – –
GWM
161
Geneos Wealth Management
Colorado
$5K – – –
WT
162
Washington Trust
Rhode Island
$4K +$4K +75 New
HFA
163
HC Financial Advisors
California
$3K +$3K +54 New
EW
164
Evoke Wealth
California
$3K +$3K +62 New
AF
165
Advisornet Financial
Minnesota
$2K – – –
LF
166
Lee Financial
Texas
$1K – – –
TWA
167
TCI Wealth Advisors
Arizona
$1K – – –
BlackRock
168
BlackRock
New York
$1K +$1K +24 New
VA
169
Valmark Advisers
Ohio
– -$8.23M -172,408 Closed
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
– -$8.03M -168,245 Closed
FCI
171
Financial Counselors Inc
Kansas
– -$3.75M -78,609 Closed
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
– -$1.1M -23,060 Closed
CAN
173
Cetera Advisor Networks
California
– -$688K -14,423 Closed
T
174
TRUADVICE
Florida
– -$623K -13,046 Closed
AIP
175
Almanack Investment Partners
Pennsylvania
– -$284K -5,950 Closed
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7
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