WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
31 hedge funds and large institutions have $47M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 8 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $41M → $47M (+$6.06M)
11% more funds holding
Funds holding: 28 → 31 (+3)
1.27% less ownership
Funds ownership: 54.46% → 53.19% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$1.77M |
| 2 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$1.22M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.13M |
| 4 |
APA
Astoria Portfolio Advisors
New York
|
+$935K |
| 5 |
Jane Street
New York
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.97M |
| 2 |
Goldman Sachs
New York
|
-$655K |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$224K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$210K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
Sunbelt Securities
Houston,
Texas
| $38.2K | +$38.3K | +1,700 | New |
|
|
LSA
27
Lansing Street Advisors
Ambler,
Pennsylvania
| $28.5K | +$9.79K | +434 | +53% |
|
|
FCA
28
FinTrust Capital Advisors
Greenville,
South Carolina
| $21.4K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $18.7K | +$18.7K | +828 | New |
|
30
JP Morgan Chase
New York
| $8.69K | +$8.66K | +384 | New |
|
|
GEA
31
Glen Eagle Advisors
Kingston,
New Jersey
| $3.39K | – | – | – |
|
|
FTUS
32
Flow Traders U.S.
New York
| – | -$1.97M | -92,589 | Closed |
|
|
33
Goldman Sachs
New York
| – | -$655K | -30,832 | Closed |
|
|
PCM
34
Penserra Capital Management
Orinda,
California
| – | -$224K | -10,587 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$210K | -9,873 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$30.8K | -1,448 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$8K | -295 | Closed |
|
38
Bank of America
Charlotte,
North Carolina
| – | -$128 | -6 | Closed |
|
39
AssetMark Inc
Concord,
California
| – | -$21 | -1 | Closed |
|
DGRE Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2023, worth a combined $47M — up 15% from $41M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DGRE positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was One Capital Management, adding an estimated $1.77M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.97M sold.
- 31 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $47M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2023, up 15% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2023 and 8 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2023 was One Capital Management, an estimated $1.77M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2023 was Flow Traders U.S., an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2023.