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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

38 hedge funds and large institutions have $32.3M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 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

12% more funds holding

Funds holding: 3438 (+4)

2.13% more ownership

Funds ownership: 38.72%40.85% (+2.1%)

1% more capital invested

Capital invested by funds: $32M → $32.3M (+$278K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.8M +$459K +18,609 +7%
OCM
2
One Capital Management
California
$6.78M +$641K +25,999 +10%
Citadel Advisors
3
Citadel Advisors
Florida
$4.28M +$297K +12,043 +7%
CI
4
Clal Insurance
Israel
$1.76M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M +$217K +8,798 +14%
Bank of America
6
Bank of America
North Carolina
$1.61M +$259K +10,510 +19%
Jane Street
7
Jane Street
New York
$1.27M -$815K -33,066 -38%
CCA
8
Clearwater Capital Advisors
Illinois
$1.11M -$89.8K -3,643 -7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$973K +$1M +40,628 New
LPL Financial
10
LPL Financial
California
$610K -$142K -5,774 -18%
AF
11
Advisornet Financial
Minnesota
$597K -$80.1K -3,251 -12%
UBS Group
12
UBS Group
Switzerland
$578K -$287K -11,639 -33%
BCI
13
Brinker Capital Investments
Pennsylvania
$575K +$592K +24,000 New
FCIM
14
Fairview Capital Investment Management
California
$426K +$439K +17,800 New
Stifel Financial
15
Stifel Financial
Missouri
$406K -$327K -13,261 -44%
CAL
16
Capital Advisors Ltd
Ohio
$387K +$197 +8 +0%
WDL
17
Well Done LLC
Michigan
$387K +$6.31K +256 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$329K +$5.92K +240 +2%
RWM
19
Ritholtz Wealth Management
New York
$310K -$100K -4,060 -24%
CM
20
Capital Management
Virginia
$310K -$3.21K -130 -1%
CAL
21
Capital Analysts LLC
Pennsylvania
$302K +$2.1K +85 +0.7%
WWM
22
Windsor Wealth Management
Indiana
$202K
IA
23
IFP Advisors
Florida
$135K +$28.6K +1,159 +26%
CFA
24
Carroll Financial Associates
North Carolina
$113K +$1.06K +43 +0.9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$97K -$15K -608 -13%

DGRE Hedge Fund Activity: Q3 2018 in Review

38 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2018, worth a combined $32.3M — up 0.87% from $32M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 1 closed out — a net gain of 4 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1M. The largest seller was Jane Street, cutting an estimated $815K.

  • 38 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2018, up from 34 in Q2 2018.
  • Funds reported $32.3M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2018, up 0.87% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2018 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2018 was Susquehanna International Group, an estimated $1M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2018 was Jane Street, an estimated $815K sold.

Based on aggregated 13F filings for Q3 2018.