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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

44 hedge funds and large institutions have $83.7M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

44% more capital invested

Capital invested by funds: $58.1M → $83.7M (+$25.6M)

26% more funds holding

Funds holding: 3544 (+9)

11.35% more ownership

Funds ownership: 58.09%69.44% (+11%)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
16
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Frazier Financial Advisors
Ohio
$225K +$209K +9,134 New
CM
27
Capital Management
Virginia
$221K
PGAM
28
Princeton Global Asset Management
New Jersey
$180K
CTC
29
Central Trust Company
Missouri
$122K -$959 -42 -0.8%
VNA
30
Valley National Advisers
Pennsylvania
$94K
SS
31
Sunbelt Securities
Texas
$36.9K
RIL
32
Rothschild Investment LLC
Illinois
$24.6K +$22.8K +1,000 New
UBS Group
33
UBS Group
Switzerland
$22.3K +$18.1K +792 +683%
CAM
34
Creekmur Asset Management
Illinois
$15.3K +$14.3K +624 New
FCA
35
FinTrust Capital Advisors
South Carolina
$13.7K
JP Morgan Chase
36
JP Morgan Chase
New York
$8.49K +$3.72K +163 +90%
NA
37
NewEdge Advisors
Louisiana
$6.32K -$1.21K -53 -17%
SA
38
Scarborough Advisors
Maryland
$6.18K +$5.75K +252 New
GEA
39
Glen Eagle Advisors
New Jersey
$3.69K
TRCT
40
Tower Research Capital (TRC)
New York
$2.48K +$2.31K +101 New
DFA
41
DHJJ Financial Advisors
Illinois
$394
PWA
42
Provenance Wealth Advisors
Florida
$320 +$297 +13 New
AF
43
Allworth Financial
California
$99 -$78K -3,416 -100%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$25 +$23 +1 New
CIBC World Market
45
CIBC World Market
Ontario, Canada
-$873K -39,139 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$22.5K -1,010 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
-$1.92K -86 Closed

DGRE Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2023, worth a combined $83.7M — up 44% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DGRE positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.37M. The largest seller was Jane Street, cutting an estimated $1.32M.

  • 44 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $83.7M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2023, up 44% quarter-over-quarter.
  • 12 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2023 and 3 closed out, a net change of +9 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2023 was LPL Financial, an estimated $7.37M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2023 was Jane Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2023.