DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-16
Holders Change %
-9.36%
% of All Funds
3.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
43
Reduced
71
Closed
33
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
+$227K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$416M
2
Jane Street
Jane Street
New York
$8.34M
3
Citadel Advisors
Citadel Advisors
Florida
$5.18M
4
AAS
Avantax Advisory Services
Texas
$7.57M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.63M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$4.57M
2
Victory Capital Management
Victory Capital Management
Texas
$11.1M
3
Bank of America
Bank of America
North Carolina
$34.9M
4
MFWM
Motley Fool Wealth Management
Virginia
$0
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$416M +$96.5M +2,474,191 +30%
Bank of America
2
Bank of America
North Carolina
$34.9M -$9.49M -243,311 -21%
PP
3
Palladium Partners
Virginia
$23.7M -$1.96M -50,350 -8%
Wells Fargo
4
Wells Fargo
California
$21.5M -$2.44M -62,447 -10%
Morgan Stanley
5
Morgan Stanley
New York
$19M -$1.05M -27,023 -5%
BFM
6
Boston Financial Management
Massachusetts
$13.3M +$979K +25,109 +8%
EA
7
Efficient Advisors
Ohio
$12.9M +$858K +22,005 +7%
3AM
8
3D Asset Management
Connecticut
$11.4M -$2.13M -54,664 -16%
FPIS
9
Financial Planning & Information Services
Wisconsin
$11.2M +$913K +23,402 +9%
Victory Capital Management
10
Victory Capital Management
Texas
$11.1M -$11.1M -284,323 -50%
AFIA
11
America First Investment Advisors
Nebraska
$10.9M -$26.8K -686 -0.2%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.7M +$1.56M +40,034 +17%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$9.94M +$587K +15,036 +6%
Jane Street
14
Jane Street
New York
$8.34M +$8.34M +213,679 New
FWSM
15
First Wilshire Securities Management
California
$7.74M -$193K -4,953 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.63M +$2.37M +60,863 +45%
AAS
17
Avantax Advisory Services
Texas
$7.57M +$4.04M +103,728 +115%
VA
18
Valmark Advisers
Ohio
$7.2M -$655K -16,784 -8%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$6.85M +$1.77M +45,315 +35%
NCM
20
Neumann Capital Management
California
$6.66M -$192K -4,910 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.57M -$1.14M -29,160 -17%
BEAM
22
Baker Ellis Asset Management
Washington
$5.31M -$452K -11,575 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$5.18M +$5.18M +132,825 New
COF
24
Capital One Financial
Virginia
$4.65M +$430K +11,023 +10%
UBS Group
25
UBS Group
Switzerland
$4.57M -$12.4M -317,238 -73%
1
2 3 4 5