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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

47 hedge funds and large institutions have $99M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

15% more funds holding

Funds holding: 41 → 47 (+6)

10% more capital invested

Capital invested by funds: $90.3M → $99M (+$8.73M)

1.76% more ownership

Funds ownership: 69.02% → 70.78% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$2.25M
2
NA
NewEdge Advisors
Louisiana
+$1.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$986K
4
UAG
United Advisor Group
Ohio
+$588K
5
LPL Financial
LPL Financial
California
+$453K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.59M
2
OCM
One Capital Management
California
-$3.07M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$519K
4
NW
NewEdge Wealth
Pennsylvania
-$204K
5
OMC
Old Mission Capital
Illinois
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$398K +$3.47K +135 +0.9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$388K +$378K +14,706 New
1WA
28
180 Wealth Advisors
Washington
$344K +$206 +8 +0.1%
Osaic Holdings
29
Osaic Holdings
Arizona
$321K -$173K -6,712 -36%
MA
30
Mutual Advisors
Nebraska
$250K -$24.2K -940 -9%
CM
31
Capital Management
Virginia
$238K – – –
IA
32
IFP Advisors
Florida
$188K – – –
PGAM
33
Princeton Global Asset Management
New Jersey
$187K – – –
FFA
34
Frazier Financial Advisors
Ohio
$161K -$78.4K -3,050 -33%
CTC
35
Central Trust Company
Missouri
$129K -$1.59K -62 -1%
VNA
36
Valley National Advisers
Pennsylvania
$101K – – –
SS
37
Sunbelt Securities
Texas
$44.9K – – –
RIL
38
Rothschild Investment LLC
Illinois
$26.4K – – –
IAIM
39
International Assets Investment Management
Florida
$18.3K +$17.8K +694 New
CAM
40
Creekmur Asset Management
Illinois
$10.5K -$5.84K -227 -36%
JP Morgan Chase
41
JP Morgan Chase
New York
$5.24K -$26 -1 -0.5%
Wells Fargo
42
Wells Fargo
California
$5.22K +$5.09K +198 New
GEA
43
Glen Eagle Advisors
New Jersey
$3.96K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$423 – – –
PWA
45
Provenance Wealth Advisors
Florida
$343 – – –
AF
46
Allworth Financial
California
$107 – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$519K -20,197 Closed
SA
48
Scarborough Advisors
Maryland
– -$7.74K -301 -92%
1
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DGRE Hedge Fund Activity: Q2 2024 in Review

47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2024, worth a combined $99M — up 9.7% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DGRE positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.25M. The largest seller was Jane Street, cutting an estimated $3.59M.

  • 47 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $99M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2024 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2024 was Flow Traders U.S., an estimated $2.25M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2024 was Jane Street, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2024.