WisdomTree Emerging Markets SmallCap Dividend Fund
172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
17% more call options, than puts
Call options by funds: $462K | Put options by funds: $395K
16% more capital invested
Capital invested by funds: $1.03B → $1.19B (+$165M)
4% more funds holding
Funds holding: 165 → 172 (+7)
1.55% more ownership
Funds ownership: 59.83% → 61.38% (+1.5%)
7% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$94.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.52M |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
+$5.52M |
| 4 |
Rockefeller Capital Management
New York
|
+$4.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.17M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WANY
176
Wealthspire Advisors (New York)
New York
| – | -$202K | -4,241 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$63K | -1,341 | Closed |
|
|
FCB
178
First Command Bank
Fort Worth,
Texas
| – | -$42K | -874 | Closed |
|
|
FCFS
179
First Command Financial Services
Fort Worth,
Texas
| – | -$42K | -874 | Closed |
|
|
AP
180
Arlington Partners
Birmingham,
Alabama
| – | -$21K | -438 | Closed |
|
|
PA
181
Parallel Advisors
San Francisco,
California
| – | -$12K | -260 | Closed |
|
|
SIC
182
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$12K | -250 | Closed |
|
|
WB
183
Webster Bank
Waterbury,
Connecticut
| – | -$11K | -240 | Closed |
|
|
AWA
184
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$7.64K | -154 | -99% |
|
|
KC
185
Kinloch Capital
Glen Allen,
Virginia
| – | -$7K | -150 | Closed |
|
|
BWM
186
Baystate Wealth Management
Boston,
Massachusetts
| – | -$3K | -61 | Closed |
|
187
AssetMark Inc
Concord,
California
| – | +$50 | +1 | New |
|
DGS Hedge Fund Activity: Q1 2021 in Review
172 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2021, worth a combined $1.19B — up 16% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DGS positions and 17 closed out — a net gain of 10 holders — while 60 added to existing stakes and 56 trimmed.
The largest buyer was Creative Planning, adding an estimated $94.2M. The largest seller was 3D/L Capital Management, cutting an estimated $14M.
- 172 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2021, up from 165 in Q4 2020.
- Funds reported $1.19B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2021, up 16% quarter-over-quarter.
- 27 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2021 and 17 closed out, a net change of +10 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2021 was Creative Planning, an estimated $94.2M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2021 was 3D/L Capital Management, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2021.