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WisdomTree Emerging Markets SmallCap Dividend Fund

161 hedge funds and large institutions have $577M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 159161 (+2)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

0.85% less ownership

Funds ownership: 43.72%42.87% (-0.85%)

7% less capital invested

Capital invested by funds: $621M → $577M (-$43.9M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.95M

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
9
Increased
58
Reduced
55
Closed
6
Calls
Puts
$1.95M
Net Calls
-$1.95M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$85.4M -$6.18M -135,414 -6%
USAA
2
United Services Automobile Association
Texas
$65.1M -$7.62K -167 -0%
HHGA
3
Halbert Hargrove Global Advisors
California
$28.3M -$152K -3,331 -0.5%
PP
4
Palladium Partners
Virginia
$25.2M +$342K +7,502 +1%
VA
5
Valmark Advisers
Ohio
$22.7M +$307K +6,721 +1%
UBS Group
6
UBS Group
Switzerland
$22.1M +$2.34M +51,316 +11%
PFM
7
Parsec Financial Management
North Carolina
$17.3M +$2.01M +44,051 +12%
JA
8
JOYN Advisors
Georgia
$17M -$179K -3,918 -1%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M +$3.58M +78,385 +25%
W
10
Wealthquest
Ohio
$16M +$519K +11,369 +3%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$12.9M +$2.8M +61,420 +26%
EA
12
Efficient Advisors
Ohio
$12.4M +$394K +8,636 +3%
Wells Fargo
13
Wells Fargo
California
$12.3M -$914K -20,029 -7%
PL
14
Parkwood LLC
Ohio
$10.7M -$501K -10,982 -4%
CCM
15
Covington Capital Management
California
$8.55M +$8.99M +197,022 New
Goldman Sachs
16
Goldman Sachs
New York
$8.33M +$392K +8,591 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.04M +$92.1K +2,017 +1%
MCM
18
MAI Capital Management
Ohio
$8.04M +$102K +2,234 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.84M -$7.56M -165,551 -48%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.27M +$181K +3,968 +2%
WT
21
Whittier Trust
California
$6.94M +$389K +8,520 +6%
AFIA
22
America First Investment Advisors
Nebraska
$6.38M +$168K +3,681 +3%
SC
23
Stratford Consulting
Texas
$6.02M -$295K -6,463 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.83M +$3.63M +79,618 +145%
KPCM
25
Kings Point Capital Management
New York
$5.8M +$125K +2,728 +2%

DGS Hedge Fund Activity: Q2 2015 in Review

161 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2015, worth a combined $577M — down 7.1% from $621M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DGS positions and 6 closed out — a net gain of 3 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Covington Capital Management, opening a new position worth an estimated $8.99M. The largest seller was Tompkins Financial, cutting an estimated $13.5M.

  • 161 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2015, up from 159 in Q1 2015.
  • Funds reported $577M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2015, down 7.1% quarter-over-quarter.
  • 9 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2015 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2015 was Covington Capital Management, an estimated $8.99M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2015 was Tompkins Financial, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2015.