DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Overview Fund Activity

195 hedge funds and large institutions have $1.83B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 24 closing their positions.

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.09%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
30
Increased
80
Reduced
50
Closed
24
Calls
$1.37M
Puts
$4.28M
Net Calls
-$2.92M
Net Calls Change
-$2.97M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.24B
2
AWM
2
Aprio Wealth Management
Georgia
$18M
3
Jane Street
3
Jane Street
New York
$17.3M
4
SHFP
4
Second Half Financial Partners
Florida
$4.92M
5
LSA
5
Lansing Street Advisors
Pennsylvania
$4.15M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
VWM
2
Venturi Wealth Management
Texas
$0
3
CJFS
3
Coulter & Justus Financial Services
Tennessee
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.14M
5
LPL Financial
5
LPL Financial
California
$7.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.24B 23,245,326 +2,464,987 +12%
Bank of America
2
Bank of America
North Carolina
$43.2M 810,951 +51,842 +7%
PP
3
Palladium Partners
Virginia
$38.7M 726,183 +8,281 +1%
WA
4
Waddell & Associates
Tennessee
$29.6M 555,741 +18,993 +4%
Morgan Stanley
5
Morgan Stanley
New York
$26.7M 501,494 +15,850 +3%
Wells Fargo
6
Wells Fargo
California
$22.7M 425,769 +25,132 +6%
HighTower Advisors
7
HighTower Advisors
Illinois
$21.4M 400,924 +25,964 +7%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$19.5M 366,669 +8,747 +2%
FPIS
9
Financial Planning & Information Services
Wisconsin
$19.3M 362,452 +29,958 +9%
BFM
10
Boston Financial Management
Massachusetts
$18.5M 347,883 -2,585 -0.7%
AWM
11
Aprio Wealth Management
Georgia
$18M 338,096 +338,096 New
Jane Street
12
Jane Street
New York
$17.3M 324,774 +324,774 New
GPWA
13
Great Point Wealth Advisors
Massachusetts
$16.4M 307,209 -854 -0.3%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$15.4M 288,144 +6,514 +2%
AFIA
15
America First Investment Advisors
Nebraska
$14.9M 280,279 +4,828 +2%
Victory Capital Management
16
Victory Capital Management
Texas
$14.3M 284,323 – –
EA
17
Efficient Advisors
Ohio
$12.1M 227,062 -47,547 -17%
BEAM
18
Baker Ellis Asset Management
Washington
$11.7M 219,759 +20,696 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.58M 179,675 +20,931 +13%
NCM
20
Neumann Capital Management
California
$8.46M 158,637 -2,486 -2%
LPL Financial
21
LPL Financial
California
$7.85M 147,186 -48,363 -25%
TIM
22
Tortoise Investment Management
New York
$6.88M 129,135 +12,977 +11%
OMC
23
Old Mission Capital
Illinois
$6.55M 122,923 +60,248 +96%
Ameriprise
24
Ameriprise
Minnesota
$6M 112,420 +15,178 +16%
SPIA
25
Steward Partners Investment Advisory
New York
$6M 112,483 +1,161 +1%
1
2 3 4 5