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WisdomTree Emerging Markets SmallCap Dividend Fund

243 hedge funds and large institutions have $1.18B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

5% more funds holding

Funds holding: 232243 (+11)

3.4% less ownership

Funds ownership: 68.63%65.23% (-3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less capital invested

Capital invested by funds: $1.54B → $1.18B (-$365M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
35
Increased
87
Reduced
78
Closed
20
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Aspect Partners
Virginia
$165K
GIA
177
GHP Investment Advisors
Colorado
$157K
HI
178
Harbour Investments
Wisconsin
$151K +$3.47K +68 +2%
SWM
179
Spire Wealth Management
Virginia
$146K +$307 +6 +0.2%
FFA
180
Farther Finance Advisors
California
$146K -$21.4K -419 -12%
QCG
181
Quadrant Capital Group
Ohio
$132K
US Bancorp
182
US Bancorp
Minnesota
$131K
Comerica Bank
183
Comerica Bank
Texas
$126K
CA
184
Clearstead Advisors
Ohio
$118K -$14.2K -277 -10%
William Blair & Company
185
William Blair & Company
Illinois
$115K -$511 -10 -0.4%
IA
186
IFP Advisors
Florida
$107K +$34.2K +669 +44%
CFD
187
Creative Financial Designs
Indiana
$105K +$5.72K +112 +5%
HDIM
188
Hanson & Doremus Investment Management
Vermont
$102K +$51 +1 +0%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$76.5K -$2.27M -44,395 -97%
LB
190
Legacy Bridge
Iowa
$73.4K
NP
191
NorthRock Partners
Minnesota
$72.6K -$3.83K -75 -5%
PGAM
192
Princeton Global Asset Management
New Jersey
$68.1K -$65.4K -1,280 -48%
MA
193
Montag & Associates
Georgia
$49.7K +$204 +4 +0.4%
SSB
194
Sandy Spring Bank
Maryland
$47.7K +$307 +6 +0.6%
OC
195
Oarsman Capital
Wisconsin
$44.9K -$58.3K -1,141 -55%
T
196
Tidemark
California
$43.2K -$135K -2,644 -75%
GSWM
197
Golden State Wealth Management
California
$41K +$42.8K +838 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$39.1K -$7.92K -155 -16%
KB
199
Kimelman & Baird
New York
$37.3K
BF
200
BOK Financial
Oklahoma
$36.9K -$51 -1 -0.1%

DGS Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2024, worth a combined $1.18B — down 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGS positions and 20 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $213M.

  • 243 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2024, up from 232 in Q3 2024.
  • Funds reported $1.18B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2024, down 24% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2024 and 20 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2024 was Ameriprise, an estimated $11M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2024 was Creative Planning, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.