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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

22 hedge funds and large institutions have $25M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

77% more capital invested

Capital invested by funds: $14.1M → $25M (+$10.8M)

22% more funds holding

Funds holding: 1822 (+4)

14.8% more ownership

Funds ownership: 30.42%45.22% (+15%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$7.43M +$7.33M +309,153 New
Morgan Stanley
2
Morgan Stanley
New York
$4.4M +$421K +17,740 +11%
Bank of America
3
Bank of America
North Carolina
$2.23M -$775K -32,658 -26%
CI
4
Clal Insurance
Israel
$2.21M
Jane Street
5
Jane Street
New York
$2.19M +$1.88M +79,303 +673%
OMC
6
Old Mission Capital
Illinois
$1.88M +$1.85M +78,092 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.2M -$51.9K -2,188 -4%
CCA
8
Clearwater Capital Advisors
Illinois
$1.13M +$52.4K +2,209 +5%
LPL Financial
9
LPL Financial
California
$607K -$81.7K -3,444 -12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$404K +$181K +7,637 +83%
CM
11
Capital Management
Virginia
$334K -$246K -10,358 -43%
WDL
12
Well Done LLC
Michigan
$314K +$310K +13,080 New
Ameriprise
13
Ameriprise
Minnesota
$244K +$7.33K +309 +3%
CFA
14
Carroll Financial Associates
North Carolina
$115K +$11.3K +477 +11%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$103K +$48.7K +2,054 +92%
UBS Group
16
UBS Group
Switzerland
$80K +$21.6K +909 +38%
Wells Fargo
17
Wells Fargo
California
$47K
SF
18
Synovus Financial
Georgia
$34K +$33.2K +1,400 New
IA
19
IFP Advisors
Florida
$24K +$166 +7 +0.7%
Citigroup
20
Citigroup
New York
$17K +$17.1K +721 New
Citadel Advisors
21
Citadel Advisors
Florida
-$762K -32,692 Closed

DGRE Hedge Fund Activity: Q2 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2017, worth a combined $25M — up 77% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.88M. The largest seller was Bank of America, cutting an estimated $775K.

  • 22 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2017, up from 18 in Q1 2017.
  • Funds reported $25M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2017, up 77% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2017 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2017 was Jane Street, an estimated $1.88M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2017 was Bank of America, an estimated $775K sold.

Based on aggregated 13F filings for Q2 2017.