We are live on ! Find out more
DGRE icon

WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

34 hedge funds and large institutions have $32.2M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.44% more ownership

Funds ownership: 40.85%48.29% (+7.4%)

0% less capital invested

Capital invested by funds: $32.3M → $32.2M (-$60.8K)

11% less funds holding

Funds holding: 3834 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.18M -$136K -6,028 -2%
OCM
2
One Capital Management
California
$5.58M -$721K -32,016 -11%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5M +$4.14M +183,603 +452%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.92M +$1.95M +86,435 New
IDA
5
Intelligence Driven Advisers
California
$1.89M +$1.92M +85,040 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.47M -$2.54M -112,723 -63%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.4M -$149K -6,627 -10%
Jane Street
8
Jane Street
New York
$1.13M -$48.2K -2,142 -4%
LPL Financial
9
LPL Financial
California
$970K +$410K +18,209 +72%
Bank of America
10
Bank of America
North Carolina
$876K -$625K -27,727 -41%
CCA
11
Clearwater Capital Advisors
Illinois
$738K -$300K -13,317 -29%
BFG
12
Beacon Financial Group
Texas
$687K +$694K +30,832 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$660K +$670K +29,725 New
CI
14
Clal Insurance
Israel
$622K -$1.02M -45,400 -62%
FCIM
15
Fairview Capital Investment Management
California
$507K +$114K +5,050 +28%
AF
16
Advisornet Financial
Minnesota
$487K -$68.3K -3,033 -12%
CM
17
Capital Management
Virginia
$456K +$170K +7,558 +58%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$296K -$9.19K -408 -3%
UBS Group
19
UBS Group
Switzerland
$215K -$325K -14,443 -60%
WDL
20
Well Done LLC
Michigan
$208K -$153K -6,792 -42%
CC
21
Claybrook Capital
Massachusetts
$208K +$211K +9,360 New
IA
22
IFP Advisors
Florida
$162K +$37.1K +1,647 +29%
CFA
23
Carroll Financial Associates
North Carolina
$107K +$788 +35 +0.7%
CAL
24
Capital Advisors Ltd
Ohio
$91K -$273K -12,104 -75%
CAL
25
Capital Analysts LLC
Pennsylvania
$70K -$213K -9,465 -75%

DGRE Hedge Fund Activity: Q4 2018 in Review

34 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2018, worth a combined $32.2M — down 0.19% from $32.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DGRE and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.14M. The largest seller was Citadel Advisors, cutting an estimated $2.54M.

  • 34 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2018, down from 38 in Q3 2018.
  • Funds reported $32.2M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2018, down 0.19% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2018 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $4.14M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2018 was Citadel Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2018.