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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

41 hedge funds and large institutions have $90.3M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $83.7M → $90.3M (+$6.6M)

0.41% less ownership

Funds ownership: 69.44% → 69.02% (-0.41%)

7% less funds holding

Funds holding: 44 → 41 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
19
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
SimpliFi Inc
California
+$4.91M
2
Jane Street
Jane Street
New York
+$3.01M
3
OCM
One Capital Management
California
+$1.15M
4
UAG
United Advisor Group
Ohio
+$590K
5
NW
NewEdge Wealth
Pennsylvania
+$550K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.15M
2
Morgan Stanley
Morgan Stanley
New York
-$1.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$882K
4
OMC
Old Mission Capital
Illinois
-$143K
5
APA
Astoria Portfolio Advisors
New York
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
Frazier Financial Advisors
Ohio
$235K – – –
CM
27
Capital Management
Virginia
$231K – – –
IA
28
IFP Advisors
Florida
$183K +$177K +7,128 New
PGAM
29
Princeton Global Asset Management
New Jersey
$182K -$6.21K -250 -3%
CTC
30
Central Trust Company
Missouri
$127K – – –
VNA
31
Valley National Advisers
Pennsylvania
$99K – – –
SS
32
Sunbelt Securities
Texas
$43.7K +$4.97K +200 +13%
RIL
33
Rothschild Investment LLC
Illinois
$25.7K – – –
CAM
34
Creekmur Asset Management
Illinois
$16.1K +$50 +2 +0.3%
SA
35
Scarborough Advisors
Maryland
$8.42K +$1.89K +76 +30%
JP Morgan Chase
36
JP Morgan Chase
New York
$5.13K -$3.6K -145 -42%
NA
37
NewEdge Advisors
Louisiana
$5.01K -$1.54K -62 -24%
GEA
38
Glen Eagle Advisors
New Jersey
$3.85K – – –
DFA
39
DHJJ Financial Advisors
Illinois
$412 – – –
PWA
40
Provenance Wealth Advisors
Florida
$334 – – –
AF
41
Allworth Financial
California
$104 – – –
FTUS
42
Flow Traders U.S.
New York
– -$1.15M -46,711 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$882K -35,865 Closed
UBS Group
44
UBS Group
Switzerland
– -$22.3K -908 Closed
FCA
45
FinTrust Capital Advisors
South Carolina
– -$13.7K -558 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$2.48K -101 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$25 -1 Closed
1
2

DGRE Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2024, worth a combined $90.3M — up 7.9% from $83.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DGRE and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 19 added.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $4.91M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.15M sold.

  • 41 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2024, down from 44 in Q4 2023.
  • Funds reported $90.3M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2024, up 7.9% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2024 was SimpliFi Inc, an estimated $4.91M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2024 was Flow Traders U.S., an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2024.