WisdomTree Emerging Markets SmallCap Dividend Fund
172 hedge funds and large institutions have $1.19B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
17% more call options, than puts
Call options by funds: $462K | Put options by funds: $395K
16% more capital invested
Capital invested by funds: $1.03B → $1.19B (+$165M)
11% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 55
4% more funds holding
Funds holding: 165 → 172 (+7)
2.35% more ownership
Funds ownership: 59.03% → 61.38% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$94.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.52M |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
+$5.52M |
| 4 |
Rockefeller Capital Management
New York
|
+$4.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$8.23M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$8.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.57M |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$4.1M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$3.75M |
DGS Hedge Fund Activity: Q1 2021 in Review
172 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q1 2021, worth a combined $1.19B — up 16% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DGS positions and 17 closed out — a net gain of 10 holders — while 61 added to existing stakes and 55 trimmed.
The largest buyer was Creative Planning, adding an estimated $94.2M. The largest seller was Valmark Advisers, exiting entirely with an estimated $8.23M sold.
- 172 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q1 2021, up from 165 in Q4 2020.
- Funds reported $1.19B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q1 2021, up 16% quarter-over-quarter.
- 27 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q1 2021 and 17 closed out, a net change of +10 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q1 2021 was Creative Planning, an estimated $94.2M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q1 2021 was Valmark Advisers, an estimated $8.23M sold.
Based on aggregated 13F filings for Q1 2021.