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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

29 hedge funds and large institutions have $30.9M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4.63% more ownership

Funds ownership: 42.49% → 47.12% (+4.6%)

4% more funds holding

Funds holding: 28 → 29 (+1)

5% more capital invested

Capital invested by funds: $29.5M → $30.9M (+$1.45M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.81M
2
Jane Street
Jane Street
New York
+$1.35M
3
OCM
One Capital Management
California
+$691K
4
UBS Group
UBS Group
Switzerland
+$114K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.03M
2
IDA
Intelligence Driven Advisers
California
-$215K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211K
4
WWM
Windsor Wealth Management
Indiana
-$211K
5
CCA
Clearwater Capital Advisors
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$7.66M +$691K +29,188 +10%
Morgan Stanley
2
Morgan Stanley
New York
$5.99M -$1.03M -43,697 -15%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.35M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.19M +$52K +2,197 +2%
IDA
5
Intelligence Driven Advisers
California
$2.15M -$215K -9,074 -9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.79M +$1.81M +76,460 New
Jane Street
7
Jane Street
New York
$1.34M +$1.35M +57,104 New
LPL Financial
8
LPL Financial
California
$942K -$9.33K -394 -1%
IA
9
IFP Advisors
Florida
$892K +$908K +38,347 New
CI
10
Clal Insurance
Israel
$656K – – –
AF
11
Advisornet Financial
Minnesota
$510K +$11.3K +476 +2%
FCIM
12
Fairview Capital Investment Management
California
$494K -$8.88K -375 -2%
CM
13
Capital Management
Virginia
$467K – – –
CCA
14
Clearwater Capital Advisors
Illinois
$426K -$130K -5,476 -23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$320K -$18K -762 -5%
CAL
16
Capital Analysts LLC
Pennsylvania
$136K +$8.76K +370 +7%
FCA
17
FinTrust Capital Advisors
South Carolina
$118K – – –
UBS Group
18
UBS Group
Switzerland
$113K +$114K +4,817 New
CFA
19
Carroll Financial Associates
North Carolina
$106K -$11.8K -500 -10%
CAL
20
Capital Advisors Ltd
Ohio
$96K +$308 +13 +0.3%
Wells Fargo
21
Wells Fargo
California
$81K +$23.9K +1,008 +41%
Citigroup
22
Citigroup
New York
$49K -$1.18K -50 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$16K -$25.7K -1,086 -61%
William Blair & Company
24
William Blair & Company
Illinois
$5K -$47.3K -2,000 -91%
GEA
25
Glen Eagle Advisors
New Jersey
$3.52K – – –
1
2

DGRE Hedge Fund Activity: Q3 2019 in Review

29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2019, worth a combined $30.9M — up 4.9% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DGRE positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $1.03M.

  • 29 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2019, up from 28 in Q2 2019.
  • Funds reported $30.9M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2019, up 4.9% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2019 was Susquehanna International Group, an estimated $1.81M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2019 was Morgan Stanley, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2019.