WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
12 hedge funds and large institutions have $4.65M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
2,596% more capital inflows, than outflows
Capital inflows: $1.81M | Capital outflows: $67K
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$154K |
| 3 |
LPL Financial
San Diego,
California
|
+$135K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$56.3K |
| 5 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$49.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSI Financial Services
Springfield,
Massachusetts
|
-$57K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$10K |
DGRE Hedge Fund Activity: Q3 2014 in Review
12 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2014, worth a combined $4.65M — up 49% from $3.12M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGRE positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was MSI Financial Services, cutting an estimated $57K.
- 12 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2014, up from 8 in Q2 2014.
- Funds reported $4.65M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2014, up 49% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2014 was Morgan Stanley, an estimated $1.34M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2014 was MSI Financial Services, an estimated $57K sold.
Based on aggregated 13F filings for Q3 2014.