WisdomTree Emerging Markets SmallCap Dividend Fund
229 hedge funds and large institutions have $1.61B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 78
3% more funds holding
Funds holding: 222 → 229 (+7)
6.15% less ownership
Funds ownership: 73.55% → 67.4% (-6.2%)
21% less capital invested
Capital invested by funds: $2.03B → $1.61B (-$426M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.78M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.76M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$1.6M |
| 5 |
Morgan Stanley
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$343M |
| 2 |
Jane Street
New York
|
-$70.7M |
| 3 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$15.6M |
| 4 |
RVPG
Relative Value Partners Group
|
-$10.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.26M |
DGS Hedge Fund Activity: Q2 2024 in Review
229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2024, worth a combined $1.61B — down 21% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DGS positions and 15 closed out — a net gain of 10 holders — while 87 added to existing stakes and 78 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $7.78M. The largest seller was Creative Planning, cutting an estimated $343M.
- 229 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2024, up from 222 in Q1 2024.
- Funds reported $1.61B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2024, down 21% quarter-over-quarter.
- 25 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2024 and 15 closed out, a net change of +10 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2024 was Old Mission Capital, an estimated $7.78M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2024 was Creative Planning, an estimated $343M sold.
Based on aggregated 13F filings for Q2 2024.