WisdomTree Emerging Markets SmallCap Dividend Fund
194 hedge funds and large institutions have $1.96B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
62% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 50
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more capital invested
Capital invested by funds: $1.79B → $1.96B (+$166M)
8% more funds holding
Funds holding: 179 → 194 (+15)
1.14% less ownership
Funds ownership: 73.83% → 72.69% (-1.1%)
75% less call options, than puts
Call options by funds: $366K | Put options by funds: $1.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$31.4M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$13M |
| 3 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$11.7M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$11.6M |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$13.7M |
| 2 |
BEAM
Baker Ellis Asset Management
Vancouver,
Washington
|
-$3.26M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
201
Blue Trust Inc
Alpharetta,
Georgia
| – | -$22K | -552 | Closed |
|
|
EE
202
EWG Elevate
Roseville,
California
| – | -$12.1K | -274 | Closed |
|
|
TCOV
203
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$7.48K | -170 | Closed |
|
|
PO
204
Private Ocean
San Rafael,
California
| – | -$6.2K | -141 | Closed |
|
|
CG
205
Cutler Group
San Francisco,
California
| – | -$4K | -100 | Closed |
|
206
AssetMark Inc
Concord,
California
| – | -$44 | -1 | Closed |
|
DGS Hedge Fund Activity: Q1 2023 in Review
194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2023, worth a combined $1.96B — up 9.3% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DGS positions and 12 closed out — a net gain of 19 holders — while 81 added to existing stakes and 50 trimmed.
The largest buyer was Creative Planning, adding an estimated $31.4M. The largest seller was Aprio Wealth Management, cutting an estimated $13.7M.
- 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2023, up from 179 in Q4 2022.
- Funds reported $1.96B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2023, up 9.3% quarter-over-quarter.
- 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2023 and 12 closed out, a net change of +19 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2023 was Creative Planning, an estimated $31.4M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2023 was Aprio Wealth Management, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2023.