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WisdomTree Emerging Markets SmallCap Dividend Fund

194 hedge funds and large institutions have $1.66B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 48

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$177M)

5% more funds holding

Funds holding: 184194 (+10)

4.43% more ownership

Funds ownership: 65.4%69.83% (+4.4%)

5% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.07M

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
31
Increased
82
Reduced
48
Closed
19
Calls
$1.12M
Puts
$1.07M
Net Calls
+$53K
Net Calls Change
+$449K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Accel Wealth Management
Iowa
$11K +$11K +209 New
BlackRock
177
BlackRock
New York
$11K +$11K +209 New
FHA
178
First Horizon Advisors
Tennessee
$9K
BHWM
179
Beaird Harris Wealth Management
Texas
$9K +$8.74K +166 New
GEA
180
Glen Eagle Advisors
New Jersey
$8.82K +$105 +2 +1%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.26K
Simplex Trading
182
Simplex Trading
Illinois
$8K -$64.7K -1,230 -89%
EVM
183
Eaton Vance Management
Massachusetts
$8K
WB
184
West Bancorporation
Iowa
$7K +$6.79K +129 New
BWM
185
Baystate Wealth Management
Massachusetts
$6K +$5.84K +111 New
CFN
186
Cordasco Financial Network
Florida
$5K
GWM
187
Geneos Wealth Management
Colorado
$5K
WT
188
Washington Trust
Rhode Island
$4K
AF
189
Advisornet Financial
Minnesota
$2K
RDIA
190
RE Dickinson Investment Advisors
Iowa
$2K +$1.63K +31 New
LPWM
191
Lake Point Wealth Management
Texas
$1K
Barclays
192
Barclays
United Kingdom
-$1.85M -34,679 Closed
FFN
193
Focus Financial Network
Minnesota
-$1.26M -23,640 Closed
RPCA
194
Running Point Capital Advisors
California
-$865K -16,174 Closed
KPWS
195
Kestra Private Wealth Services
Texas
-$394K -7,371 Closed
IC
196
IEQ Capital
California
-$278K -5,201 Closed
COF
197
Capital One Financial
Virginia
-$212K -3,966 Closed
CIAS
198
Capital Investment Advisory Services
North Carolina
-$139K -2,594 Closed
HA
199
Herold Advisors
New York
-$58K -1,100 Closed
FCM
200
Firestone Capital Management
Florida
-$57K -1,054 Closed

DGS Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2021, worth a combined $1.66B — up 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGS positions and 19 closed out — a net gain of 12 holders — while 82 added to existing stakes and 48 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Alaska Permanent Fund, cutting an estimated $9.14M.

  • 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $1.66B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2021 was Creative Planning, an estimated $120M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2021 was Alaska Permanent Fund, an estimated $9.14M sold.

Based on aggregated 13F filings for Q4 2021.