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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

32 hedge funds and large institutions have $31.3M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more funds holding

Funds holding: 2332 (+9)

0% more capital invested

Capital invested by funds: $31.3M → $31.3M (+$37K)

4.56% less ownership

Funds ownership: 45.89%41.34% (-4.6%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.03M +$416K +15,036 +5%
Jane Street
2
Jane Street
New York
$4.97M +$5.08M +183,746 New
Bank of America
3
Bank of America
North Carolina
$2.66M -$424K -15,324 -13%
CI
4
Clal Insurance
Israel
$2.49M
Citadel Advisors
5
Citadel Advisors
Florida
$2.21M +$2.26M +81,683 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.96M +$1.41M +50,915 +237%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.53M -$14.6K -526 -0.9%
CCA
8
Clearwater Capital Advisors
Illinois
$1.35M +$14.8K +535 +1%
Stifel Financial
9
Stifel Financial
Missouri
$1.01M +$1.03M +37,252 New
AF
10
Advisornet Financial
Minnesota
$913K -$91.2K -3,295 -9%
UBS Group
11
UBS Group
Switzerland
$672K -$1.19M -43,066 -63%
CAL
12
Capital Advisors Ltd
Ohio
$571K +$584K +21,114 New
LPL Financial
13
LPL Financial
California
$496K -$34.3K -1,239 -6%
RWM
14
Ritholtz Wealth Management
New York
$490K -$9.06M -327,322 -95%
WDL
15
Well Done LLC
Michigan
$404K +$19.8K +717 +5%
CM
16
Capital Management
Virginia
$372K -$34.6K -1,250 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$304K +$52.8K +1,907 +20%
WWM
18
Windsor Wealth Management
Indiana
$229K
AA
19
Advisory Alpha
Michigan
$165K +$174K +6,276 New
CFA
20
Carroll Financial Associates
North Carolina
$130K -$249 -9 -0.2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$127K -$13.9K -501 -10%
Citigroup
22
Citigroup
New York
$121K +$66.3K +2,396 +115%
Wells Fargo
23
Wells Fargo
California
$53K
SFM
24
Signet Financial Management
New Jersey
$16K +$15.9K +575 New
IA
25
IFP Advisors
Florida
$12K

DGRE Hedge Fund Activity: Q1 2018 in Review

32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2018, worth a combined $31.3M — up 0.12% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DGRE positions and 0 closed out — a net gain of 9 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.08M. The largest seller was Ritholtz Wealth Management, cutting an estimated $9.06M.

  • 32 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2018, up from 23 in Q4 2017.
  • Funds reported $31.3M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2018, up 0.12% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2018 and 0 closed out, a net change of +9 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2018 was Jane Street, an estimated $5.08M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2018 was Ritholtz Wealth Management, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2018.