WisdomTree Emerging Markets SmallCap Dividend Fund
176 hedge funds and large institutions have $1.53B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 18 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 56
0.49% more ownership
Funds ownership: 71.79% → 72.28% (+0.49%)
5% less funds holding
Funds holding: 186 → 176 (-10)
7% less capital invested
Capital invested by funds: $1.64B → $1.53B (-$113M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
92% less call options, than puts
Call options by funds: $307K | Put options by funds: $3.74M
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$71.4M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$12.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.28M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$3.15M |
Top Sellers
DGS Hedge Fund Activity: Q3 2022 in Review
176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2022, worth a combined $1.53B — down 6.9% from $1.64B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of DGS and 11 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 76 added.
The largest buyer was Creative Planning, adding an estimated $71.4M. The largest seller was America First Investment Advisors, cutting an estimated $12.5M.
- 176 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2022, down from 186 in Q2 2022.
- Funds reported $1.53B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2022, down 6.9% quarter-over-quarter.
- 11 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2022 and 18 closed out, a net change of -7 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2022 was Creative Planning, an estimated $71.4M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2022 was America First Investment Advisors, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2022.