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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

21 hedge funds and large institutions have $26.9M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $25M → $26.9M (+$1.91M)

1.48% less ownership

Funds ownership: 45.22%43.75% (-1.5%)

5% less funds holding

Funds holding: 2221 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$8.32M +$397K +15,685 +5%
Morgan Stanley
2
Morgan Stanley
New York
$4.87M +$177K +6,968 +4%
Bank of America
3
Bank of America
North Carolina
$2.61M +$234K +9,222 +10%
CI
4
Clal Insurance
Israel
$2.35M
Jane Street
5
Jane Street
New York
$2.3M -$35.8K -1,414 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.71M +$428K +16,885 +34%
CCA
7
Clearwater Capital Advisors
Illinois
$1.23M +$12.5K +493 +1%
UBS Group
8
UBS Group
Switzerland
$1.12M +$1.03M +40,546 +1,222%
LPL Financial
9
LPL Financial
California
$527K -$119K -4,684 -19%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$458K +$27.6K +1,091 +6%
CM
11
Capital Management
Virginia
$384K +$27.9K +1,100 +8%
WDL
12
Well Done LLC
Michigan
$365K +$29.8K +1,176 +9%
OMC
13
Old Mission Capital
Illinois
$235K -$1.75M -68,905 -88%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$144K +$33.6K +1,328 +31%
CFA
15
Carroll Financial Associates
North Carolina
$126K +$1.17K +46 +1%
Wells Fargo
16
Wells Fargo
California
$50K
Citigroup
17
Citigroup
New York
$39K +$20.3K +800 +111%
AG
18
Advisor Group
Arizona
$27K +$26.3K +1,040 New
LYV
19
Live Your Vision
Pennsylvania
$13K +$12.7K +500 +5,000%
IA
20
IFP Advisors
Florida
$12K -$13.2K -523 -52%
Ameriprise
21
Ameriprise
Minnesota
-$244K -10,138 Closed
SF
22
Synovus Financial
Georgia
-$34K -1,400 Closed

DGRE Hedge Fund Activity: Q3 2017 in Review

21 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 Q3 2017, worth a combined $26.9M — up 7.6% from $25M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of DGRE and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 13 added.

The largest buyer was UBS Group, adding an estimated $1.03M. The largest seller was Old Mission Capital, cutting an estimated $1.75M.

  • 21 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2017, down from 22 in Q2 2017.
  • Funds reported $26.9M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2017, up 7.6% quarter-over-quarter.
  • 1 fund opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2017 and 2 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2017 was UBS Group, an estimated $1.03M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2017 was Old Mission Capital, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2017.