WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
36 hedge funds and large institutions have $58.5M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
24% more capital invested
Capital invested by funds: $47M → $58.5M (+$11.4M)
16% more funds holding
Funds holding: 31 → 36 (+5)
7.53% more ownership
Funds ownership: 53.19% → 60.71% (+7.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.48M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.63M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.08M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$990K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$950K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$1.22M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$338K |
| 3 |
LPL Financial
San Diego,
California
|
-$109K |
| 4 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
-$59K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$49.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $79.3K | -$5.98K | -266 | -7% |
|
|
WP
27
WealthPLAN Partners
Omaha,
Nebraska
| $51.8K | +$405 | +18 | +0.8% |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| $34.2K | -$4.5K | -200 | -12% |
|
|
LSA
29
Lansing Street Advisors
Ambler,
Pennsylvania
| $28.9K | +$180 | +8 | +0.6% |
|
|
FCA
30
FinTrust Capital Advisors
Greenville,
South Carolina
| $21.4K | – | – | – |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $18.2K | -$630 | -28 | -3% |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $14.1K | +$13.9K | +618 | New |
|
|
TWC
33
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $9.31K | +$9.22K | +410 | New |
|
34
JP Morgan Chase
New York
| $4.09K | -$4.59K | -204 | -53% |
|
|
GEA
35
Glen Eagle Advisors
Kingston,
New Jersey
| $3.42K | – | – | – |
|
36
Fidelity Investments
Boston,
Massachusetts
| $46 | +$45 | +2 | New |
|
|
SFSG
37
Sound Financial Strategies Group
Madison,
Mississippi
| – | -$1.22M | -53,977 | Closed |
|
|
OMC
38
Old Mission Capital
Chicago,
Illinois
| – | -$338K | -14,938 | Closed |
|
DGRE Hedge Fund Activity: Q2 2023 in Review
36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2023, worth a combined $58.5M — up 24% from $47M 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 10 trimmed.
The largest buyer was Jane Street, adding an estimated $4.48M. The largest seller was Sound Financial Strategies Group, exiting entirely with an estimated $1.22M sold.
- 36 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2023, up from 31 in Q1 2023.
- Funds reported $58.5M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2023, up 24% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2023 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2023 was Jane Street, an estimated $4.48M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2023 was Sound Financial Strategies Group, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2023.