We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund

194 hedge funds and large institutions have $1.66B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 48

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$177M)

5% more funds holding

Funds holding: 184194 (+10)

4.43% more ownership

Funds ownership: 65.4%69.83% (+4.4%)

5% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.07M

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
31
Increased
82
Reduced
48
Closed
19
Calls
$1.12M
Puts
$1.07M
Net Calls
+$53K
Net Calls Change
+$449K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.1B +$120M +2,278,352 +12%
Bank of America
2
Bank of America
North Carolina
$40.2M +$2.63M +49,989 +7%
PP
3
Palladium Partners
Virginia
$38M -$541K -10,278 -1%
WA
4
Waddell & Associates
Tennessee
$28.4M +$1.21M +23,043 +4%
Morgan Stanley
5
Morgan Stanley
New York
$25.7M +$3.13M +59,500 +14%
Wells Fargo
6
Wells Fargo
California
$21.2M -$4.63M -87,973 -18%
HighTower Advisors
7
HighTower Advisors
Illinois
$19.8M +$18.4M +348,689 +1,327%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$19M +$18.8M +357,922 New
BFM
9
Boston Financial Management
Massachusetts
$18.5M -$253K -4,800 -1%
FPIS
10
Financial Planning & Information Services
Wisconsin
$17.6M +$967K +18,378 +6%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$16.3M +$294K +5,584 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$15M
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.9M +$386K +7,339 +3%
AFIA
14
America First Investment Advisors
Nebraska
$14.6M +$413K +7,839 +3%
EA
15
Efficient Advisors
Ohio
$14.5M +$330K +6,273 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$13.6M +$8.55M +162,537 +172%
VWM
17
Venturi Wealth Management
Texas
$11.5M +$11.4M +216,709 New
BEAM
18
Baker Ellis Asset Management
Washington
$10.5M +$450K +8,545 +4%
LPL Financial
19
LPL Financial
California
$10.3M +$2.52M +47,904 +32%
NCM
20
Neumann Capital Management
California
$8.53M +$136K +2,577 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.4M +$241K +4,574 +3%
TIM
22
Tortoise Investment Management
New York
$6.15M +$169K +3,213 +3%
CJFS
23
Coulter & Justus Financial Services
Tennessee
$6.13M +$6.09M +115,738 New
UBS Group
24
UBS Group
Switzerland
$6.07M -$455K -8,653 -7%
SPIA
25
Steward Partners Investment Advisory
New York
$5.89M +$172K +3,272 +3%

DGS Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2021, worth a combined $1.66B — up 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGS positions and 19 closed out — a net gain of 12 holders — while 82 added to existing stakes and 48 trimmed.

The largest buyer was Creative Planning, adding an estimated $120M. The largest seller was Alaska Permanent Fund, cutting an estimated $9.14M.

  • 194 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $1.66B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2021 was Creative Planning, an estimated $120M added.
  • The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2021 was Alaska Permanent Fund, an estimated $9.14M sold.

Based on aggregated 13F filings for Q4 2021.