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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

32 hedge funds and large institutions have $36.8M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

2.39% less ownership

Funds ownership: 53.02% → 50.63% (-2.4%)

19% less capital invested

Capital invested by funds: $45.5M → $36.8M (-$8.79M)

24% less funds holding

Funds holding: 42 → 32 (-10)

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

Holders
32
Holders Change
-10
Holders Change %
-23.81%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$2M
2
Citadel Advisors
Citadel Advisors
Florida
+$927K
3
OMC
Old Mission Capital
Illinois
+$908K
4
SFS
Sowell Financial Services
Arkansas
+$672K
5
APA
Astoria Portfolio Advisors
New York
+$392K

Top Sellers

Rank Fund Capital Flow
1
AF
Advisornet Financial
Minnesota
-$875K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$835K
3
Jane Street
Jane Street
New York
-$772K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$747K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$14K -$3.69K -154 -20%
IA
27
IFP Advisors
Florida
$7K – – –
APA
28
American Portfolios Advisors
New York
$3.44K – – –
GEA
29
Glen Eagle Advisors
New Jersey
$3.33K – – –
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$144 +6 +4%
AF
31
Advisornet Financial
Minnesota
– -$875K -33,621 Closed
WWM
32
Windsor Wealth Management
Indiana
– -$458K -16,900 Closed
CM
33
Capital Management
Virginia
– -$438K -16,830 Closed
3LCM
34
3D/L Capital Management
Connecticut
– -$269K -10,357 Closed
LA
35
Latitude Advisors
Florida
– -$253K -9,742 Closed
MAM
36
Meeder Asset Management
Ohio
– -$209K -8,013 Closed
BCI
37
Brinker Capital Investments
Pennsylvania
– -$201K -7,727 Closed
UBS Group
38
UBS Group
Switzerland
– -$27K -1,052 Closed
TWC
39
TD Waterhouse Canada
Ontario, Canada
– -$12.4K -472 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$6K -245 Closed
OSAM
41
O'Shaughnessy Asset Management
Connecticut
– -$3K -134 Closed
Wells Fargo
42
Wells Fargo
California
– +$24 +1 New
1
2

DGRE Hedge Fund Activity: Q2 2022 in Review

32 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2022, worth a combined $36.8M — down 19% from $45.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DGRE and 4 opened new positions — a net loss of 9 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Allworth Financial, opening a new position worth an estimated $2M. The largest seller was Advisornet Financial, exiting entirely with an estimated $875K sold.

  • 32 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2022, down from 42 in Q1 2022.
  • Funds reported $36.8M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2022, down 19% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2022 and 13 closed out, a net change of -9 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2022 was Allworth Financial, an estimated $2M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2022 was Advisornet Financial, an estimated $875K sold.

Based on aggregated 13F filings for Q2 2022.