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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

32 hedge funds and large institutions have $47.6M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $39M → $47.6M (+$8.63M)

3.59% more ownership

Funds ownership: 56.26%59.84% (+3.6%)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3D Asset Management
Connecticut
$15.6M -$1.2M -55,879 -8%
OCM
2
One Capital Management
California
$9.16M +$580K +27,105 +7%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.45M +$219K +10,211 +6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.03M +$1.76M +82,195 +87%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.96M +$260K +12,154 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.25M -$214K -10,002 -9%
Citadel Advisors
7
Citadel Advisors
Florida
$1.89M +$1.26M +59,039 +247%
Morgan Stanley
8
Morgan Stanley
New York
$1.48M -$1.45M -67,721 -51%
AF
9
Advisornet Financial
Minnesota
$1.11M +$576K +26,914 +123%
Osaic Holdings
10
Osaic Holdings
Arizona
$996K +$625K +29,199 +199%
LPL Financial
11
LPL Financial
California
$800K -$76.7K -3,581 -9%
IDA
12
Intelligence Driven Advisers
California
$697K -$253K -11,840 -28%
CAL
13
Capital Advisors Ltd
Ohio
$417K +$13.7K +639 +4%
CM
14
Capital Management
Virginia
$382K -$66.2K -3,090 -16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$331K -$11.4K -531 -4%
KFP
16
KMG Fiduciary Partners
Ohio
$299K +$5.74K +268 +2%
WDL
17
Well Done LLC
Michigan
$239K +$225K +10,505 New
FCA
18
FinTrust Capital Advisors
South Carolina
$95K
CAN
19
Cetera Advisor Networks
California
$91K +$85.6K +3,998 New
CAL
20
Capital Analysts LLC
Pennsylvania
$76K -$149K -6,970 -68%
CFA
21
Carroll Financial Associates
North Carolina
$62K
UBS Group
22
UBS Group
Switzerland
$56K -$51.2K -2,391 -49%
Citigroup
23
Citigroup
New York
$43K
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$12.7K +592 +56%
OPS
25
Orion Portfolio Solutions
Nebraska
$31K +$29.2K +1,364 New

DGRE Hedge Fund Activity: Q2 2020 in Review

32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2020, worth a combined $47.6M — up 22% from $39M a quarter earlier.

Fund positioning in DGRE was balanced in Q2 2020: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 32 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $47.6M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2020 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2020 was Susquehanna International Group, an estimated $1.76M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2020 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2020.