WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
32 hedge funds and large institutions have $39M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
22% more capital invested
Capital invested by funds: $32M → $39M (+$6.91M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
12.65% more ownership
Funds ownership: 43.6% → 56.26% (+13%)
3% more funds holding
Funds holding: 31 → 32 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$17.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.58M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$569K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.78M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$905K |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$756K |
| 4 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$516K |
| 5 |
Jane Street
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $2.89K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $2.4K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
30
BlackRock
New York
| $1K | – | – | – |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1K | +$1.24K | +52 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| – | -$905K | -37,964 | Closed |
|
|
FCIM
33
Fairview Capital Investment Management
Greenbrae,
California
| – | -$516K | -19,675 | Closed |
|
|
CCA
34
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$332K | -12,666 | Closed |
|
|
WWM
35
Windsor Wealth Management
Indianapolis,
Indiana
| – | -$222K | -8,450 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$210K | -7,998 | Closed |
|
|
WDL
37
Well Done LLC
Holland,
Michigan
| – | -$204K | -7,790 | Closed |
|
|
ACA
38
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$21K | -800 | Closed |
|
DGRE Hedge Fund Activity: Q1 2020 in Review
32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2020, worth a combined $39M — up 22% from $32M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DGRE positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was 3D Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $1.78M.
- 32 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2020, up from 31 in Q4 2019.
- Funds reported $39M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2020, up 22% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2020 was 3D Asset Management, an estimated $17.7M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2020 was Morgan Stanley, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2020.