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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

12 hedge funds and large institutions have $12M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

158% more capital invested

Capital invested by funds: $4.65M → $12M (+$7.38M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 12 → 12 (0)

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.78M
2
Bank of America
Bank of America
North Carolina
+$1.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.27M
5
CAN
Cetera Advisor Networks
California
+$805K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.2K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$22K
3
Ameriprise
Ameriprise
Minnesota
-$13K
4
MFS
MSI Financial Services
Massachusetts
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.61M +$2.78M +110,910 +143%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.98M +$1.27M +50,585 +167%
Bank of America
3
Bank of America
North Carolina
$1.9M +$1.55M +61,703 +386%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.28M +$1.31M +52,273 New
CAN
5
Cetera Advisor Networks
California
$785K +$805K +32,095 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$758K -$50.2K -2,000 -6%
LPL Financial
7
LPL Financial
California
$533K +$70.6K +2,813 +15%
CFA
8
Carroll Financial Associates
North Carolina
$66K +$20.3K +810 +45%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$64K +$65.2K +2,600 New
NFG
10
Next Financial Group
Texas
$37K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$24K +$19.5K +779 +390%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
– -$22K -842 Closed
Ameriprise
13
Ameriprise
Minnesota
– -$13K -500 Closed
MFS
14
MSI Financial Services
Massachusetts
– -$9K -355 Closed
Parallax Volatility Advisers
15
Parallax Volatility Advisers
California
– +$25 +1 New

DGRE Hedge Fund Activity: Q4 2014 in Review

12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2014, worth a combined $12M — up 158% from $4.65M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DGRE positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.78M. The largest seller was PNC Financial Services Group, cutting an estimated $50.2K.

  • 12 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $12M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2014, up 158% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2014 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2014 was Morgan Stanley, an estimated $2.78M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2014 was PNC Financial Services Group, an estimated $50.2K sold.

Based on aggregated 13F filings for Q4 2014.