WisdomTree Emerging Markets SmallCap Dividend Fund
165 hedge funds and large institutions have $1.03B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
22% more capital invested
Capital invested by funds: $841M → $1.03B (+$185M)
9% more funds holding
Funds holding: 152 → 165 (+13)
2.85% more ownership
Funds ownership: 56.98% → 59.83% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
24% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$66M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.5M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$3.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.84M |
| 5 |
CM
Capital Management
Glen Allen,
Virginia
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.23M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.76M |
| 3 |
Jane Street
New York
|
-$5.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.58M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
176
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$60K | -1,455 | Closed |
|
|
HR
177
Howe & Rusling
Rochester,
New York
| – | -$48K | -1,160 | Closed |
|
178
Franklin Resources
San Mateo,
California
| – | -$41K | -982 | Closed |
|
|
PFS
179
Prospera Financial Services
Dallas,
Texas
| – | -$38K | -931 | Closed |
|
|
BWA
180
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$12K | -286 | Closed |
|
|
FCH
181
Freestone Capital Holdings
Seattle,
Washington
| – | -$1.61K | -39 | Closed |
|
|
FHA
182
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -35 | Closed |
|
183
Fidelity Investments
Boston,
Massachusetts
| – | +$134 | +3 | +300% |
|
DGS Hedge Fund Activity: Q4 2020 in Review
165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2020, worth a combined $1.03B — up 22% from $841M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DGS positions and 20 closed out — a net gain of 16 holders — while 45 added to existing stakes and 59 trimmed.
The largest buyer was Creative Planning, adding an estimated $66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.23M sold.
- 165 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2020, up from 152 in Q3 2020.
- Funds reported $1.03B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2020, up 22% quarter-over-quarter.
- 36 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2020 and 20 closed out, a net change of +16 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2020 was Creative Planning, an estimated $66M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2020 was Citadel Advisors, an estimated $6.23M sold.
Based on aggregated 13F filings for Q4 2020.