WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
155 hedge funds and large institutions have $792M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 33 closing their positions.
23% more capital invested
Capital invested by funds: $641M → $792M (+$151M)
1.82% more ownership
Funds ownership: 52.56% → 54.37% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
9% less funds holding
Funds holding: 171 → 155 (-16)
39% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 71
42% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 33
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $222K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$91.8M |
| 2 |
Jane Street
New York
|
+$7.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.93M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.85M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$10.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.03M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$7.7M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6.55M |
DGS Hedge Fund Activity: Q2 2020 in Review
155 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q2 2020, worth a combined $792M — up 23% from $641M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of DGS and 19 opened new positions — a net loss of 14 holders — while 71 trimmed existing stakes and 43 added.
The largest buyer was Creative Planning, adding an estimated $91.8M. The largest seller was UBS Group, cutting an estimated $11.8M.
- 155 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q2 2020, down from 171 in Q1 2020.
- Funds reported $792M of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q2 2020, up 23% quarter-over-quarter.
- 19 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q2 2020 and 33 closed out, a net change of -14 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q2 2020 was Creative Planning, an estimated $91.8M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q2 2020 was UBS Group, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2020.