WisdomTree Emerging Markets SmallCap Dividend Fund
190 hedge funds and large institutions have $2.07B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 19 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 64
6% more capital invested
Capital invested by funds: $1.96B → $2.07B (+$118M)
2.42% more ownership
Funds ownership: 72.69% → 75.11% (+2.4%)
2% less funds holding
Funds holding: 194 → 190 (-4)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
78% less call options, than puts
Call options by funds: $251K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$90.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2M |
| 3 |
Morgan Stanley
New York
|
+$1.96M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.76M |
| 5 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.08M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.75M |
| 3 |
Goldman Sachs
New York
|
-$3.43M |
| 4 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$2.57M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$1.27M |
DGS Hedge Fund Activity: Q2 2023 in Review
190 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2023, worth a combined $2.07B — up 6% from $1.96B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of DGS and 16 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 80 added.
The largest buyer was Creative Planning, adding an estimated $90.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $6.08M sold.
- 190 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2023, down from 194 in Q1 2023.
- Funds reported $2.07B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2023, up 6% quarter-over-quarter.
- 16 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2023 and 19 closed out, a net change of -3 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2023 was Creative Planning, an estimated $90.6M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2023 was Old Mission Capital, an estimated $6.08M sold.
Based on aggregated 13F filings for Q2 2023.