WisdomTree Emerging Markets SmallCap Dividend Fund
202 hedge funds and large institutions have $947M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 7 closing their positions.
429% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $757M → $947M (+$190M)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
16% more funds holding
Funds holding: 174 → 202 (+28)
2.45% more ownership
Funds ownership: 48.14% → 50.59% (+2.4%)
9% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 65
53% less call options, than puts
Call options by funds: $282K | Put options by funds: $603K
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
201
Flow Traders U.S.
New York
| – | -$2.36M | -53,334 | Closed |
|
|
BO
202
Bank OZK
Little Rock,
Arkansas
| – | -$676K | -15,255 | Closed |
|
203
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$126K | -2,848 | Closed |
|
|
BCWM
204
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$63.5K | -1,434 | Closed |
|
|
BFEC
205
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$20K | -460 | Closed |
|
|
SL
206
Savior LLC
Wellesley Hills,
Massachusetts
| – | +$46 | +1 | New |
|
|
ACA
207
Aptus Capital Advisors
Fairhope,
Alabama
| – | +$229 | +5 | New |
|
|
LPWM
208
Lake Point Wealth Management
Rockwall,
Texas
| – | +$458 | +10 | New |
|
DGS Hedge Fund Activity: Q4 2019 in Review
202 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2019, worth a combined $947M — up 25% from $757M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DGS positions and 7 closed out — a net gain of 30 holders — while 71 added to existing stakes and 65 trimmed.
The largest buyer was Creative Planning, adding an estimated $84.3M. The largest seller was Bank of America, cutting an estimated $9.89M.
- 202 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2019, up from 174 in Q3 2019.
- Funds reported $947M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2019, up 25% quarter-over-quarter.
- 37 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2019 and 7 closed out, a net change of +30 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2019 was Creative Planning, an estimated $84.3M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2019 was Bank of America, an estimated $9.89M sold.
Based on aggregated 13F filings for Q4 2019.