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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

28 hedge funds and large institutions have $29.5M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $29.2M → $29.5M (+$256K)

0% more funds holding

Funds holding: 28 → 28 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.75% less ownership

Funds ownership: 43.24% → 42.49% (-0.75%)

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$938K
2
OCM
One Capital Management
California
+$355K
3
FCA
FinTrust Capital Advisors
South Carolina
+$123K
4
Morgan Stanley
Morgan Stanley
New York
+$32.7K
5
LPL Financial
LPL Financial
California
+$17.5K

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$674K
2
BCI
Brinker Capital Investments
Pennsylvania
-$305K
3
CCA
Clearwater Capital Advisors
Illinois
-$146K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$74K
5
IDA
Intelligence Driven Advisers
California
-$65.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.41M +$32.7K +1,337 +0.4%
OCM
2
One Capital Management
California
$7.37M +$355K +14,520 +5%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.59M -$305K -12,500 -6%
IDA
4
Intelligence Driven Advisers
California
$2.5M -$65.9K -2,699 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.27M +$938K +38,389 +72%
LPL Financial
6
LPL Financial
California
$1M +$17.5K +717 +2%
CI
7
Clal Insurance
Israel
$693K – – –
CCA
8
Clearwater Capital Advisors
Illinois
$586K -$146K -5,967 -20%
FCIM
9
Fairview Capital Investment Management
California
$531K – – –
AF
10
Advisornet Financial
Minnesota
$527K -$7.82K -320 -1%
CM
11
Capital Management
Virginia
$493K +$7.33K +300 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$357K +$17.1K +701 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$211K -$12.9K -529 -6%
WWM
14
Windsor Wealth Management
Indiana
$211K – – –
CAL
15
Capital Analysts LLC
Pennsylvania
$135K +$2.44K +100 +2%
CFA
16
Carroll Financial Associates
North Carolina
$125K +$16.9K +692 +16%
FCA
17
FinTrust Capital Advisors
South Carolina
$124K +$123K +5,022 New
CAL
18
Capital Advisors Ltd
Ohio
$101K +$269 +11 +0.3%
Wells Fargo
19
Wells Fargo
California
$61K +$12.2K +501 +26%
Citigroup
20
Citigroup
New York
$54K – – –
William Blair & Company
21
William Blair & Company
Illinois
$54K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$44K -$5.52K -226 -11%
GEA
23
Glen Eagle Advisors
New Jersey
$3.71K – – –
APA
24
American Portfolios Advisors
New York
$3.1K – – –
NFG
25
Next Financial Group
Texas
$2K +$2.25K +92 New
1
2

DGRE Hedge Fund Activity: Q2 2019 in Review

28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2019, worth a combined $29.5M — up 0.88% from $29.2M a quarter earlier.

Fund positioning in DGRE was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $938K. The largest seller was CIBC World Market, exiting entirely with an estimated $674K sold.

  • 28 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $29.5M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2019, up 0.88% quarter-over-quarter.
  • 3 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $938K added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2019 was CIBC World Market, an estimated $674K sold.

Based on aggregated 13F filings for Q2 2019.