WisdomTree Emerging Markets SmallCap Dividend Fund
180 hedge funds and large institutions have $530M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
3% more funds holding
Funds holding: 175 → 180 (+5)
1.73% less ownership
Funds ownership: 39.94% → 38.21% (-1.7%)
16% less capital invested
Capital invested by funds: $629M → $530M (-$98.6M)
19% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 73
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
55% less call options, than puts
Call options by funds: $379K | Put options by funds: $849K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$7.35M |
| 2 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$3.54M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$721K |
| 4 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
+$716K |
| 5 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Capital Management
Glen Allen,
Virginia
|
-$10.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.5M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$9.13M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.42M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$6.48M |
DGS Hedge Fund Activity: Q3 2018 in Review
180 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2018, worth a combined $530M — down 16% from $629M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DGS positions and 16 closed out — a net gain of 5 holders — while 59 added to existing stakes and 73 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $7.35M. The largest seller was Capital Management, cutting an estimated $10.6M.
- 180 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2018, up from 175 in Q2 2018.
- Funds reported $530M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2018, down 16% quarter-over-quarter.
- 21 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2018 and 16 closed out, a net change of +5 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2018 was Cetera Advisor Networks, an estimated $7.35M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2018 was Capital Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2018.