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WisdomTree Emerging Markets SmallCap Dividend Fund

243 hedge funds and large institutions have $1.18B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

5% more funds holding

Funds holding: 232243 (+11)

3.4% less ownership

Funds ownership: 68.63%65.23% (-3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.54B → $1.18B (-$365M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
35
Increased
87
Reduced
78
Closed
20
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
EMC
151
Everest Management Corp
California
$270K +$282K +5,512 New
SWM
152
Seed Wealth Management
Illinois
$267K
FA
153
FF Advisors
California
$264K -$78.7K -1,540 -23%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$263K -$21.8K -426 -7%
PI
155
PFG Investments
New York
$262K +$1.64K +32 +0.6%
SAG
156
SageView Advisory Group
California
$261K +$273K +5,344 New
CWM
157
Chemistry Wealth Management
New York
$259K -$25.9K -507 -9%
LWM
158
Lionshead Wealth Management
New York
$258K +$269K +5,268 New
SG
159
StoneX Group
New York
$256K +$267K +5,227 New
FG
160
Fairman Group
Pennsylvania
$255K -$38.3K -749 -13%
OC
161
Optima Capital
Oregon
$253K +$264K +5,164 New
STA
162
Summit Trail Advisors
New York
$251K
BFG
163
Berger Financial Group
Minnesota
$251K +$664 +13 +0.3%
ECM
164
Evergreen Capital Management
Washington
$240K -$10.3K -202 -4%
AWM
165
Avaii Wealth Management
Wisconsin
$236K -$145K -2,841 -37%
SWM
166
SigFig Wealth Management
California
$234K +$37.6K +735 +18%
RWP
167
RWA Wealth Partners
Massachusetts
$230K +$240K +4,702 New
MOS
168
MGO One Seven
Ohio
$218K -$1.23K -24 -0.5%
AAS
169
Ameritas Advisory Services
Nebraska
$206K -$13.3K -261 -6%
MWM
170
Modern Wealth Management
Kansas
$204K
DWS
171
Discipline Wealth Solutions
South Carolina
$201K -$20K -392 -9%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$190K +$122K +2,388 +160%
ACA
173
Aptus Capital Advisors
Alabama
$179K +$182K +3,565 +3,495%
CAL
174
Capital Analysts LLC
Pennsylvania
$172K -$27.3K -535 -13%
SS
175
SBI Securities
Japan
$165K +$173K +3,379 New

DGS Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2024, worth a combined $1.18B — down 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGS positions and 20 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $213M.

  • 243 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2024, up from 232 in Q3 2024.
  • Funds reported $1.18B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2024, down 24% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2024 was Ameriprise, an estimated $11M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2024 was Creative Planning, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.