WisdomTree Emerging Markets SmallCap Dividend Fund
152 hedge funds and large institutions have $504M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 32 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
122% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 32
11% more funds holding
Funds holding: 137 → 152 (+15)
8% more capital invested
Capital invested by funds: $467M → $504M (+$36.8M)
5% more call options, than puts
Call options by funds: $395K | Put options by funds: $376K
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.3% less ownership
Funds ownership: 42.32% → 42.02% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.93M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$4.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.15M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$26.5M |
| 2 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$1.28M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$984K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$898K |
| 5 |
AGM
Alpine Global Management
New York
|
-$686K |
DGS Hedge Fund Activity: Q2 2017 in Review
152 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2017, worth a combined $504M — up 7.9% from $467M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DGS positions and 7 closed out — a net gain of 16 holders — while 71 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $6.76M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $26.5M.
- 152 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2017, up from 137 in Q1 2017.
- Funds reported $504M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2017, up 7.9% quarter-over-quarter.
- 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2017 and 7 closed out, a net change of +16 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2017 was Bank of America, an estimated $6.76M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2017 was Halbert Hargrove Global Advisors, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2017.