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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
CT
201
Colonial Trust
South Carolina
$33.8K +$35.3K +691 New
ACA
202
Atlas Capital Advisors
Wyoming
$31.8K
VWM
203
Venturi Wealth Management
Texas
$30.7K
FFA
204
Founders Financial Alliance
North Carolina
$27.2K
RIL
205
Rothschild Investment LLC
Illinois
$22.8K -$22K -431 -48%
SIS
206
Sound Income Strategies
Florida
$22.8K +$153 +3 +0.6%
NB
207
NBT Bank
New York
$20.7K
EWP
208
Elevation Wealth Partners
California
$20.1K
MCM
209
MAI Capital Management
Ohio
$19.6K +$20.4K +400 New
T
210
Transce3nd
Texas
$15.5K +$16.2K +317 New
MCM
211
Mainstream Capital Management
California
$15.3K +$16K +313 New
SIM
212
Synergy Investment Management
Florida
$15.2K +$15.8K +310 New
PTC
213
Private Trust Company
Ohio
$14.3K
BC
214
Broadwater Capital
Massachusetts
$13.6K
PS
215
Principal Securities
Iowa
$10.5K -$613 -12 -5%
RI
216
Ridgewood Investments
New Jersey
$10.1K
OP
217
ORG Partners
Indiana
$9.59K +$10K +196 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$9K
DSC
219
Duncker Streett & Co
Missouri
$8.79K -$35.7K -699 -80%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$8.02K
WWP
221
WR Wealth Planners
Missouri
$8.02K
MEG
222
Millstone Evans Group
Colorado
$7.49K +$7.82K +153 New
NA
223
NewEdge Advisors
Louisiana
$7.48K -$664 -13 -8%
AA
224
Ancora Advisors
Ohio
$7K
AF
225
Allworth Financial
California
$5.93K

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.