WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
40 hedge funds and large institutions have $45M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
22% more capital invested
Capital invested by funds: $37M → $45M (+$8.02M)
14% more funds holding
Funds holding: 35 → 40 (+5)
5.74% less ownership
Funds ownership: 53.07% → 47.33% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.87M |
| 3 |
Morgan Stanley
New York
|
+$1.32M |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$748K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$16.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.31M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$188K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$136K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$72.1K |
DGRE Hedge Fund Activity: Q1 2021 in Review
40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2021, worth a combined $45M — up 22% from $37M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRE positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.29M. The largest seller was 3D/L Capital Management, cutting an estimated $16.1M.
- 40 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2021, up from 35 in Q4 2020.
- Funds reported $45M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2021, up 22% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2021 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2021 was Old Mission Capital, an estimated $2.29M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2021 was 3D/L Capital Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2021.