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.
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)
49% more capital invested
Capital invested by funds: $3.12M → $4.65M (+$1.54M)
Top Buyers
| 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 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$49.3K |
Top Sellers
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$57K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2M | +$1.34M | +49,555 | +176% |
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $849K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $779K | +$56.3K | +2,080 | +7% |
|
|
4
LPL Financial
San Diego,
California
| $481K | +$135K | +4,967 | +35% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $411K | +$154K | +5,685 | +55% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $45K | +$49.3K | +1,820 | New |
|
|
NFG
7
Next Financial Group
Houston,
Texas
| $39K | +$40.6K | +1,500 | New |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $22K | +$22.8K | +842 | New |
|
9
Ameriprise
Minneapolis,
Minnesota
| $13K | – | – | – |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $9K | -$57K | -2,104 | -86% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $5K | +$5.42K | +200 | New |
|
|
GSC
12
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$758 | +28 | New |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$10K | -387 | Closed |
|
DGRE Hedge Fund Activity: Q3 2014 in Review
12 of the 3,446 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.