WisdomTree Emerging Markets SmallCap Dividend Fund
171 hedge funds and large institutions have $641M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 78 reducing their positions, and 46 closing their positions.
1.96% more ownership
Funds ownership: 50.59% → 52.56% (+2%)
15% less funds holding
Funds holding: 202 → 171 (-31)
32% less capital invested
Capital invested by funds: $947M → $641M (-$306M)
35% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 78
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
61% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 46
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $449K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$93.6M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$14.1M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$8.6M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$4.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$19.1M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$18.1M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$13.4M |
| 5 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$12M |
DGS Hedge Fund Activity: Q1 2020 in Review
171 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2020, worth a combined $641M — down 32% from $947M a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of DGS and 18 opened new positions — a net loss of 28 holders — while 78 trimmed existing stakes and 51 added.
The largest buyer was Creative Planning, adding an estimated $93.6M. The largest seller was Bank of America, cutting an estimated $24.9M.
- 171 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2020, down from 202 in Q4 2019.
- Funds reported $641M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2020, down 32% quarter-over-quarter.
- 18 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2020 and 46 closed out, a net change of -28 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2020 was Creative Planning, an estimated $93.6M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2020 was Bank of America, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2020.