WisdomTree Emerging Markets SmallCap Dividend Fund
196 hedge funds and large institutions have $2.14B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 65
3% more funds holding
Funds holding: 190 → 196 (+6)
1.03% more ownership
Funds ownership: 75.11% → 76.14% (+1%)
3% more capital invested
Capital invested by funds: $2.07B → $2.14B (+$67.7M)
80% less call options, than puts
Call options by funds: $176K | Put options by funds: $888K
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$42.9M |
| 2 |
Jane Street
New York
|
+$20.1M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$6.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.44M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
201
Aprio Wealth Management
Atlanta,
Georgia
| – | -$253K | -5,429 | Closed |
|
202
KeyBank National Association
Cleveland,
Ohio
| – | -$248K | -5,332 | Closed |
|
|
CPIG
203
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$246K | -5,123 | Closed |
|
|
CM
204
Capital Management
Glen Allen,
Virginia
| – | -$228K | -4,900 | Closed |
|
205
Mercer Global Advisors
Denver,
Colorado
| – | -$215K | -4,623 | Closed |
|
|
TWA
206
TCI Wealth Advisors
Tucson,
Arizona
| – | -$212K | -4,562 | Closed |
|
207
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$252K | -3,773 | Closed |
|
|
TPM
208
Triasima Portfolio Management
Montreal,
Quebec, Canada
| – | -$221K | -3,580 | Closed |
|
|
WP
209
WealthPLAN Partners
Omaha,
Nebraska
| – | -$70.3K | -1,511 | Closed |
|
|
IPW
210
Impact Partnership Wealth
Marietta,
Georgia
| – | -$20.2K | -435 | Closed |
|
|
RI
211
Ridgewood Investments
Springfield,
New Jersey
| – | -$9.59K | -206 | Closed |
|
DGS Hedge Fund Activity: Q3 2023 in Review
196 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2023, worth a combined $2.14B — up 3.3% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DGS positions and 14 closed out — a net gain of 8 holders — while 76 added to existing stakes and 65 trimmed.
The largest buyer was Creative Planning, adding an estimated $42.9M. The largest seller was Relative Value Partners Group, cutting an estimated $3.51M.
- 196 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2023, up from 190 in Q2 2023.
- Funds reported $2.14B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2023, up 3.3% quarter-over-quarter.
- 22 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2023 and 14 closed out, a net change of +8 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2023 was Creative Planning, an estimated $42.9M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2023 was Relative Value Partners Group, an estimated $3.51M sold.
Based on aggregated 13F filings for Q3 2023.