WisdomTree Emerging Markets SmallCap Dividend Fund
233 hedge funds and large institutions have $1.55B invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 19 closing their positions.
18,580% more call options, than puts
Call options by funds: $934K | Put options by funds: $5K
32% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 73
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more funds holding
Funds holding: 230 → 233 (+3)
1.24% more ownership
Funds ownership: 67.61% → 68.86% (+1.2%)
4% less capital invested
Capital invested by funds: $1.61B → $1.55B (-$61.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$33.4M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$13.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$9.18M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$8.51M |
| 5 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$176M |
| 2 |
Cerity Partners
New York
|
-$29.1M |
| 3 |
Jane Street
New York
|
-$4.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.44M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.35M |
DGS Hedge Fund Activity: Q3 2024 in Review
233 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) for Q3 2024, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DGS positions and 19 closed out — a net gain of 4 holders — while 96 added to existing stakes and 73 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $33.4M. The largest seller was Creative Planning, cutting an estimated $176M.
- 233 institutional investors held WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) as of Q3 2024, up from 230 in Q2 2024.
- Funds reported $1.55B of WisdomTree Emerging Markets SmallCap Dividend Fund stock for Q3 2024, down 3.8% quarter-over-quarter.
- 23 funds opened new WisdomTree Emerging Markets SmallCap Dividend Fund positions in Q3 2024 and 19 closed out, a net change of +4 holders.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund buyer in Q3 2024 was Congress Wealth Management, an estimated $33.4M added.
- The largest WisdomTree Emerging Markets SmallCap Dividend Fund seller in Q3 2024 was Creative Planning, an estimated $176M sold.
Based on aggregated 13F filings for Q3 2024.