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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

43 hedge funds and large institutions have $103M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $99M → $103M (+$3.67M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2.23% less ownership

Funds ownership: 70.78%68.55% (-2.2%)

9% less funds holding

Funds holding: 4743 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
15
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$355K +$4.05K +150 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$280K -$762K -28,231 -74%
MA
28
Mutual Advisors
Nebraska
$251K -$2.24K -83 -0.9%
CM
29
Capital Management
Virginia
$250K
IA
30
IFP Advisors
Florida
$198K
FFA
31
Frazier Financial Advisors
Ohio
$169K
CTC
32
Central Trust Company
Missouri
$136K
VNA
33
Valley National Advisers
Pennsylvania
$107K
PGAM
34
Princeton Global Asset Management
New Jersey
$79.4K -$114K -4,223 -60%
SS
35
Sunbelt Securities
Texas
$47.2K
RIL
36
Rothschild Investment LLC
Illinois
$27.8K
CAM
37
Creekmur Asset Management
Illinois
$11.1K +$81 +3 +0.8%
JP Morgan Chase
38
JP Morgan Chase
New York
$5.49K -$27 -1 -0.5%
GEA
39
Glen Eagle Advisors
New Jersey
$4.16K
DFA
40
DHJJ Financial Advisors
Illinois
$444
PWA
41
Provenance Wealth Advisors
Florida
$361
AF
42
Allworth Financial
California
$112
Fidelity Investments
43
Fidelity Investments
Massachusetts
$28 +$27 +1 New
OMC
44
Old Mission Capital
Illinois
-$1.26M -47,815 Closed
Jane Street
45
Jane Street
New York
-$557K -21,094 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$426K -16,151 Closed
IAIM
47
International Assets Investment Management
Florida
-$18.3K -694 Closed
Wells Fargo
48
Wells Fargo
California
-$5.22K -198 Closed

DGRE Hedge Fund Activity: Q3 2024 in Review

43 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2024, worth a combined $103M — up 3.7% from $99M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DGRE and 2 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.03M. The largest seller was Astoria Portfolio Advisors, cutting an estimated $3.81M.

  • 43 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2024, down from 47 in Q2 2024.
  • Funds reported $103M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 2 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2024 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $3.03M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2024 was Astoria Portfolio Advisors, an estimated $3.81M sold.

Based on aggregated 13F filings for Q3 2024.