WisdomTree Emerging Markets SmallCap Dividend Fund
179 hedge funds and large institutions have $1.79B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 20 closing their positions.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
17% more capital invested
Capital invested by funds: $1.53B → $1.79B (+$261M)
2% more funds holding
Funds holding: 176 → 179 (+3)
1.55% more ownership
Funds ownership: 72.28% → 73.83% (+1.5%)
5% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 62
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
55% less call options, than puts
Call options by funds: $880K | Put options by funds: $1.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$58M |
| 2 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$34.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.23M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$6.38M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$23.4M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$2.93M |
| 3 |
Jane Street
New York
|
-$2.68M |
| 4 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$2.52M |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$1.68M |
DGS Hedge Fund Activity: Q4 2022 in Review
179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q4 2022, worth a combined $1.79B — up 17% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DGS positions and 20 closed out — a net gain of 8 holders — while 65 added to existing stakes and 62 trimmed.
The largest buyer was Creative Planning, adding an estimated $58M. The largest seller was Waddell & Associates, exiting entirely with an estimated $23.4M sold.
- 179 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q4 2022, up from 176 in Q3 2022.
- Funds reported $1.79B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q4 2022, up 17% quarter-over-quarter.
- 28 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q4 2022 and 20 closed out, a net change of +8 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q4 2022 was Creative Planning, an estimated $58M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q4 2022 was Waddell & Associates, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2022.