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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

52 hedge funds and large institutions have $91.4M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

21% more funds holding

Funds holding: 43 → 52 (+9)

0.35% more ownership

Funds ownership: 68.55% → 68.9% (+0.35%)

11% less capital invested

Capital invested by funds: $103M → $91.4M (-$11.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
18
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$2.55M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.05M
3
UAG
United Advisor Group
Ohio
+$903K
4
LPL Financial
LPL Financial
California
+$599K
5
Jane Street
Jane Street
New York
+$552K

Top Sellers

Rank Fund Capital Flow
1
HGA
Hobbs Group Advisors
South Carolina
-$4.83M
2
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
-$2.65M
3
APA
Astoria Portfolio Advisors
New York
-$1.94M
4
FTUS
Flow Traders U.S.
New York
-$1.15M
5
OCM
One Capital Management
California
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$369K -$8.48K -323 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$331K +$3.2K +122 +0.9%
1WA
28
180 Wealth Advisors
Washington
$321K +$262 +10 +0.1%
PFBT
29
Parkside Financial Bank & Trust
Missouri
$262K +$275K +10,477 New
MA
30
Mutual Advisors
Nebraska
$240K +$5.98K +228 +2%
CM
31
Capital Management
Virginia
$225K – – –
IA
32
IFP Advisors
Florida
$178K – – –
FFA
33
Frazier Financial Advisors
Ohio
$153K – – –
CTC
34
Central Trust Company
Missouri
$114K -$8.63K -329 -7%
PGAM
35
Princeton Global Asset Management
New Jersey
$71.6K – – –
SS
36
SBI Securities
Japan
$69.6K +$73K +2,782 New
VWWMG
37
Vermillion & White Wealth Management Group
Pennsylvania
$50.7K -$2.65M -101,015 -98%
SS
38
Sunbelt Securities
Texas
$42.8K – – –
VNA
39
Valley National Advisers
Pennsylvania
$27K -$72.2K -2,750 -71%
RIL
40
Rothschild Investment LLC
Illinois
$25K – – –
CAM
41
Creekmur Asset Management
Illinois
$10.1K – – –
GRP
42
Global Retirement Partners
California
$9.23K +$9.68K +369 New
T
43
Transce3nd
Texas
$7.13K +$7.48K +285 New
HFM
44
Hartford Financial Management
Connecticut
$5.71K +$5.98K +228 New
JP Morgan Chase
45
JP Morgan Chase
New York
$4.85K -$105 -4 -2%
GEA
46
Glen Eagle Advisors
New Jersey
$3.75K – – –
DRP
47
Decker Retirement Planning
Utah
$2.8K +$2.94K +112 New
TRCT
48
Tower Research Capital (TRC)
New York
$901 +$945 +36 New
DFA
49
DHJJ Financial Advisors
Illinois
$401 – – –
AWM
50
AE Wealth Management
Kansas
$350 +$367 +14 New
1
2
3

DGRE Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2024, worth a combined $91.4M — down 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRE positions and 3 closed out — a net gain of 10 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.55M. The largest seller was Hobbs Group Advisors, cutting an estimated $4.83M.

  • 52 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $91.4M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2024 was Old Mission Capital, an estimated $2.55M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2024 was Hobbs Group Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2024.