WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
31 hedge funds and large institutions have $32M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 29 → 31 (+2)
4% more capital invested
Capital invested by funds: $30.9M → $32M (+$1.13M)
3.51% less ownership
Funds ownership: 47.12% → 43.6% (-3.5%)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$750K |
| 2 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
+$208K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$197K |
| 4 |
LPL Financial
San Diego,
California
|
+$193K |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$656K |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$433K |
| 5 |
Jane Street
New York
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | +$3.94K | +160 | New |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $3.94K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $3.28K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
30
BlackRock
New York
| $1K | – | – | – |
|
|
CI
31
Clal Insurance
Tel-Aviv,
Israel
| – | -$656K | -28,000 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$113K | -4,817 | Closed |
|
33
William Blair & Company
Chicago,
Illinois
| – | -$5K | -200 | Closed |
|
DGRE Hedge Fund Activity: Q4 2019 in Review
31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2019, worth a combined $32M — up 3.7% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGRE positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 13 trimmed.
The largest buyer was One Capital Management, adding an estimated $750K. The largest seller was Morgan Stanley, cutting an estimated $1.19M.
- 31 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2019, up from 29 in Q3 2019.
- Funds reported $32M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2019, up 3.7% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2019 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2019 was One Capital Management, an estimated $750K added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2019 was Morgan Stanley, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2019.