WisdomTree Emerging Markets SmallCap Dividend Fund
131 hedge funds and large institutions have $776M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
113% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 31
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
8% more funds holding
Funds holding: 121 → 131 (+10)
7% more capital invested
Capital invested by funds: $723M → $776M (+$53.5M)
5.62% less ownership
Funds ownership: 51.68% → 46.06% (-5.6%)
67% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $4.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$29.6M |
| 2 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$21.6M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$11.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.87M |
| 5 |
Morgan Stanley
New York
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$37M |
| 2 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$11.3M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$6.11M |
| 4 |
PA
Pinnacle Associates
New York
|
-$5.5M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.98M |
DGS Hedge Fund Activity: Q3 2013 in Review
131 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2013, worth a combined $776M — up 7.4% from $723M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DGS positions and 9 closed out — a net gain of 11 holders — while 66 added to existing stakes and 31 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $29.6M. The largest seller was Citigroup, cutting an estimated $37M.
- 131 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2013, up from 121 in Q2 2013.
- Funds reported $776M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2013, up 7.4% quarter-over-quarter.
- 20 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2013 and 9 closed out, a net change of +11 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2013 was United Services Automobile Association, an estimated $29.6M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2013 was Citigroup, an estimated $37M sold.
Based on aggregated 13F filings for Q3 2013.