WisdomTree Emerging Markets SmallCap Dividend Fund
185 hedge funds and large institutions have $494M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 26 closing their positions.
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more funds holding
Funds holding: 181 → 185 (+4)
1.7% more ownership
Funds ownership: 38.22% → 39.92% (+1.7%)
7% less capital invested
Capital invested by funds: $530M → $494M (-$36.2M)
15% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 66
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $624K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$13.1M |
| 2 |
Jane Street
New York
|
+$7.04M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.15M |
| 4 |
NHC
Nicholas Hoffman & Company
Atlanta,
Georgia
|
+$2.81M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.96M |
| 2 |
Morgan Stanley
New York
|
-$5.85M |
| 3 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$4.87M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$4.2M |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$3.5M |
DGS Hedge Fund Activity: Q4 2018 in Review
185 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2018, worth a combined $494M — down 6.8% from $530M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DGS positions and 26 closed out — a net gain of 5 holders — while 56 added to existing stakes and 66 trimmed.
The largest buyer was Boston Financial Management, opening a new position worth an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $9.96M.
- 185 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2018, up from 181 in Q3 2018.
- Funds reported $494M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2018, down 6.8% quarter-over-quarter.
- 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2018 and 26 closed out, a net change of +5 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2018 was Boston Financial Management, an estimated $13.1M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2018 was Bank of America, an estimated $9.96M sold.
Based on aggregated 13F filings for Q4 2018.