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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

32 hedge funds and large institutions have $39M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $32M → $39M (+$6.91M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12.65% more ownership

Funds ownership: 43.6%56.26% (+13%)

3% more funds holding

Funds holding: 3132 (+1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3D Asset Management
Connecticut
$14.3M +$17.7M +742,633 New
OCM
2
One Capital Management
California
$7.24M +$449K +18,840 +5%
BCI
3
Brinker Capital Investments
Pennsylvania
$3.57M
Morgan Stanley
4
Morgan Stanley
New York
$2.55M -$1.78M -74,530 -36%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.27M +$486K +20,392 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.1M +$2.6M +109,013 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.82M +$1.58M +66,500 +234%
IDA
8
Intelligence Driven Advisers
California
$818K -$756K -31,743 -43%
LPL Financial
9
LPL Financial
California
$746K -$220K -9,217 -19%
Jane Street
10
Jane Street
New York
$569K -$450K -18,896 -39%
Citadel Advisors
11
Citadel Advisors
Florida
$459K +$569K +23,896 New
AF
12
Advisornet Financial
Minnesota
$422K +$6.65K +279 +1%
CM
13
Capital Management
Virginia
$383K
CAL
14
Capital Advisors Ltd
Ohio
$341K +$381K +16,002 +926%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$290K +$77.5K +3,250 +27%
Osaic Holdings
16
Osaic Holdings
Arizona
$282K +$349K +14,649 New
KFP
17
KMG Fiduciary Partners
Ohio
$248K +$307K +12,892 New
CAL
18
Capital Analysts LLC
Pennsylvania
$198K +$32.2K +1,350 +15%
UBS Group
19
UBS Group
Switzerland
$93K +$115K +4,846 New
FCA
20
FinTrust Capital Advisors
South Carolina
$81K +$2.15K +90 +2%
CFA
21
Carroll Financial Associates
North Carolina
$52K -$43.2K -1,814 -40%
Wells Fargo
22
Wells Fargo
California
$45K -$12K -503 -18%
Citigroup
23
Citigroup
New York
$36K -$2.38K -100 -5%
SF
24
Synovus Financial
Georgia
$27K +$33.4K +1,400 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$25.2K +1,058 New

DGRE Hedge Fund Activity: Q1 2020 in Review

32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2020, worth a combined $39M — up 22% from $32M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DGRE positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was 3D Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $1.78M.

  • 32 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2020, up from 31 in Q4 2019.
  • Funds reported $39M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2020, up 22% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2020 was 3D Asset Management, an estimated $17.7M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2020 was Morgan Stanley, an estimated $1.78M sold.

Based on aggregated 13F filings for Q1 2020.