WisdomTree Emerging Markets SmallCap Dividend Fund
136 hedge funds and large institutions have $399M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 65 reducing their positions, and 32 closing their positions.
2.75% less ownership
Funds ownership: 42.87% → 40.13% (-2.7%)
16% less funds holding
Funds holding: 161 → 136 (-25)
31% less capital invested
Capital invested by funds: $577M → $399M (-$178M)
38% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 65
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
72% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 32
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.72M
Top Buyers
Top Sellers
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$16M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$14M |
| 3 |
PL
Parkwood LLC
Cleveland,
Ohio
|
-$10.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.4M |
| 5 |
CCM
Covington Capital Management
Los Angeles,
California
|
-$8.55M |
DGS Hedge Fund Activity: Q3 2015 in Review
136 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2015, worth a combined $399M — down 31% from $577M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of DGS and 9 opened new positions — a net loss of 23 holders — while 65 trimmed existing stakes and 40 added.
The largest buyer was Susquehanna International Group, adding an estimated $7.85M. The largest seller was Wealthquest, exiting entirely with an estimated $16M sold.
- 136 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2015, down from 161 in Q2 2015.
- Funds reported $399M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2015, down 31% quarter-over-quarter.
- 9 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2015 and 32 closed out, a net change of -23 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2015 was Susquehanna International Group, an estimated $7.85M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2015 was Wealthquest, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2015.