DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

213 hedge funds and large institutions have $2.41B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
34
Increased
79
Reduced
74
Closed
16
Calls
$329K
Puts
$953K
Net Calls
-$624K
Net Calls Change
+$88K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
LPL Financial
3
LPL Financial
California
$23M
4
CCA
4
Checchi Capital Advisers
California
$10.2M
5
LWP
5
Laurel Wealth Planning
Minnesota
$5.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$64.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$20M
5
CA
5
Cetera Advisors
Colorado
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
KHC
201
Koesten Hirschmann & Crabtree
Kansas
$6.54K +$6.54K +131 New
HCP
202
Hexagon Capital Partners
Arkansas
$5.24K +$5.24K +105 New
PS
203
Principal Securities
Iowa
$3.79K +$3.79K +76 New
TCM
204
TD Capital Management
Tennessee
$3.44K +$50 +1 +1%
GA
205
GoalVest Advisory
New York
$2.5K +$50 +1 +2%
TAM
206
Tucker Asset Management
Colorado
$2.45K – – –
ACA
207
Aptus Capital Advisors
Alabama
$1.8K +$1.8K +36 New
GEA
208
Glen Eagle Advisors
New Jersey
$1.35K – – –
AWM
209
Able Wealth Management
New Jersey
$1.15K +$1.15K +23 New
ADL
210
Asset Dedication LLC
California
$1K -$444K -5,773 -100%
C
211
Covestor
United Kingdom
$1K -$1.15K -30 -54%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$799 – – –
LF
213
Lee Financial
Texas
$100 – – –
EPW
214
Evergreen Private Wealth
Colorado
$50 +$50 +1 New
Jane Street
215
Jane Street
New York
– -$20.4M -440,863 Closed
MWM
216
Marion Wealth Management
Pennsylvania
– -$1.23M -26,578 Closed
IWC
217
Integrated Wealth Concepts
Massachusetts
– -$538K -11,630 Closed
Vontobel Holding
218
Vontobel Holding
Switzerland
– -$283K -6,115 Closed
KCPG
219
Kavar Capital Partners Group
Kansas
– -$267K -5,776 Closed
MWM
220
Maripau Wealth Management
Indiana
– -$217K -4,691 Closed
PCIA
221
Prime Capital Investment Advisors
Kansas
– -$207K -4,483 Closed
AAS
222
Ameritas Advisory Services
Nebraska
– -$206K -4,452 Closed
AWM
223
Avior Wealth Management
Nebraska
– -$194K -4,203 Closed
AWM
224
Ameliora Wealth Management
Switzerland
– -$116K -2,500 Closed
CWM
225
CarsonAllaria Wealth Management
Illinois
– -$26.8K -579 Closed
6 7 8
9
10