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WisdomTree Emerging Markets SmallCap Dividend Fund

195 hedge funds and large institutions have $1.83B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.66B → $1.83B (+$165M)

1.36% more ownership

Funds ownership: 69.83%71.19% (+1.4%)

1% more funds holding

Funds holding: 194195 (+1)

68% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $4.28M

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
30
Increased
80
Reduced
50
Closed
24
Calls
$1.36M
Puts
$4.28M
Net Calls
-$2.92M
Net Calls Change
-$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.31K
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$8.05K +$7.93K +151 New
AWM
178
Accel Wealth Management
Iowa
$8K -$3.36K -64 -31%
AF
179
Advisornet Financial
Minnesota
$8K +$5.99K +114 +326%
GEA
180
Glen Eagle Advisors
New Jersey
$7.94K -$946 -18 -11%
BWM
181
Baystate Wealth Management
Massachusetts
$6K
FHA
182
First Horizon Advisors
Tennessee
$5K -$4.2K -80 -44%
CFN
183
Cordasco Financial Network
Florida
$5K
GWM
184
Geneos Wealth Management
Colorado
$5K
SLWS
185
Swaine & Leidel Wealth Services
Florida
$4.92K +$259K +4,923 New
WT
186
Washington Trust
Rhode Island
$4K
PFS
187
Prospera Financial Services
Texas
$4K +$3.94K +75 New
TFS
188
TrustCore Financial Services
Tennessee
$3K +$3.05K +58 New
LPWM
189
Lake Point Wealth Management
Texas
$1K
AA
190
Ancora Advisors
Ohio
$1K +$1.42K +27 New
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$426 +$420 +8 New
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$13.5M -256,857 Closed
VWM
193
Venturi Wealth Management
Texas
-$11.5M -216,709 Closed
CJFS
194
Coulter & Justus Financial Services
Tennessee
-$6.13M -115,738 Closed
FTUS
195
Flow Traders U.S.
New York
-$2.18M -41,115 Closed
NWA
196
New World Advisors
Massachusetts
-$1.83M -34,617 Closed
BP
197
Ballentine Partners
Massachusetts
-$1.14M -21,487 Closed
Citadel Advisors
198
Citadel Advisors
Florida
-$1.02M -19,315 Closed
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
-$917K -19,213 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$942K -17,800 Closed

DGS Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2022, worth a combined $1.83B — up 9.9% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DGS positions and 24 closed out — a net gain of 6 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Creative Planning, adding an estimated $130M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.5M sold.

  • 195 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $1.83B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 30 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2022 and 24 closed out, a net change of +6 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2022 was Creative Planning, an estimated $130M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2022 was Susquehanna International Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.