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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

23 hedge funds and large institutions have $31.3M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $26.9M → $31.3M (+$4.38M)

10% more funds holding

Funds holding: 2123 (+2)

2.14% more ownership

Funds ownership: 43.75%45.89% (+2.1%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$9.41M +$537K +20,600 +6%
Morgan Stanley
2
Morgan Stanley
New York
$7.68M +$2.39M +91,675 +48%
Bank of America
3
Bank of America
North Carolina
$3.09M +$299K +11,474 +11%
CI
4
Clal Insurance
Israel
$2.5M
UBS Group
5
UBS Group
Switzerland
$1.85M +$627K +24,058 +55%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.55M -$254K -9,739 -15%
CCA
7
Clearwater Capital Advisors
Illinois
$1.35M +$46K +1,766 +4%
AF
8
Advisornet Financial
Minnesota
$1.01M +$966K +37,063 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$587K +$560K +21,494 New
LPL Financial
10
LPL Financial
California
$534K -$25.7K -985 -5%
CM
11
Capital Management
Virginia
$409K -$521 -20 -0.1%
WDL
12
Well Done LLC
Michigan
$388K -$574 -22 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$254K -$223K -8,564 -48%
WWM
14
Windsor Wealth Management
Indiana
$230K +$220K +8,450 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$141K -$11.6K -444 -8%
CFA
16
Carroll Financial Associates
North Carolina
$132K
Citigroup
17
Citigroup
New York
$57K +$14.4K +554 +36%
Wells Fargo
18
Wells Fargo
California
$53K
IA
19
IFP Advisors
Florida
$12K -$548 -21 -4%
APA
20
American Portfolios Advisors
New York
$9.54K +$9.13K +350 New
CPIG
21
Chicago Partners Investment Group
Illinois
$1K +$1.28K +49 New
Jane Street
22
Jane Street
New York
-$2.3M -89,675 Closed
OMC
23
Old Mission Capital
Illinois
-$235K -9,187 Closed
AG
24
Advisor Group
Arizona
-$27K -1,040 Closed
LYV
25
Live Your Vision
Pennsylvania
-$12.5K -480 -94%

DGRE Hedge Fund Activity: Q4 2017 in Review

23 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2017, worth a combined $31.3M — up 16% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.39M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.

  • 23 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2017, up from 21 in Q3 2017.
  • Funds reported $31.3M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2017 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.39M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2017 was Jane Street, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2017.