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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

31 hedge funds and large institutions have $32M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 2931 (+2)

4% more capital invested

Capital invested by funds: $30.9M → $32M (+$1.13M)

3.51% less ownership

Funds ownership: 47.12%43.6% (-3.5%)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$9.38M +$750K +30,433 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.44M -$1.19M -48,262 -19%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.87M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.56M +$96.1K +3,898 +4%
IDA
5
Intelligence Driven Advisers
California
$1.95M -$433K -17,567 -19%
Jane Street
6
Jane Street
New York
$1.27M -$213K -8,648 -15%
LPL Financial
7
LPL Financial
California
$1.26M +$193K +7,846 +20%
IA
8
IFP Advisors
Florida
$994K -$9.44K -383 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$745K -$1.19M -48,093 -63%
AF
10
Advisornet Financial
Minnesota
$568K -$3.08K -125 -0.6%
CM
11
Capital Management
Virginia
$523K
FCIM
12
Fairview Capital Investment Management
California
$516K -$35.1K -1,425 -7%
CCA
13
Clearwater Capital Advisors
Illinois
$332K -$136K -5,514 -30%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$311K -$45K -1,828 -13%
CAL
15
Capital Analysts LLC
Pennsylvania
$235K +$77.3K +3,135 +54%
WWM
16
Windsor Wealth Management
Indiana
$222K +$208K +8,450 New
CAN
17
Cetera Advisor Networks
California
$210K +$197K +7,998 New
WDL
18
Well Done LLC
Michigan
$204K +$192K +7,790 New
CFA
19
Carroll Financial Associates
North Carolina
$119K
FCA
20
FinTrust Capital Advisors
South Carolina
$108K -$22.4K -907 -18%
Wells Fargo
21
Wells Fargo
California
$75K -$14.8K -602 -17%
Citigroup
22
Citigroup
New York
$52K -$3.13K -127 -6%
CAL
23
Capital Advisors Ltd
Ohio
$45K -$58.8K -2,384 -58%
ACA
24
Aptus Capital Advisors
Alabama
$21K +$19.7K +800 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$19K +$25 +1 +0.1%

DGRE Hedge Fund Activity: Q4 2019 in Review

31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2019, worth a combined $32M — up 3.7% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 13 trimmed.

The largest buyer was One Capital Management, adding an estimated $750K. The largest seller was Morgan Stanley, cutting an estimated $1.19M.

  • 31 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $32M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2019 was One Capital Management, an estimated $750K added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2019 was Morgan Stanley, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2019.