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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

28 hedge funds and large institutions have $44.7M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.8% less ownership

Funds ownership: 59.84% → 56.04% (-3.8%)

6% less capital invested

Capital invested by funds: $47.6M → $44.7M (-$2.93M)

13% less funds holding

Funds holding: 32 → 28 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.26M
2
Jane Street
Jane Street
New York
+$695K
3
OCM
One Capital Management
California
+$667K
4
WWM
Windsor Wealth Management
Indiana
+$208K
5
AF
Advisornet Financial
Minnesota
+$199K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.22M
2
3AM
3D Asset Management
Connecticut
-$2.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.89M
4
IDA
Intelligence Driven Advisers
California
-$697K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$14M -$2.63M -107,003 -16%
OCM
2
One Capital Management
California
$10.4M +$667K +27,098 +7%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.71M -$25K -1,016 -0.5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.34M +$199K +8,069 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.12M -$278K -11,318 -11%
AF
6
Advisornet Financial
Minnesota
$1.38M +$199K +8,088 +17%
Morgan Stanley
7
Morgan Stanley
New York
$1.38M -$202K -8,204 -13%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.24M +$1.26M +51,135 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.12M -$3.22M -130,942 -74%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.08M +$16.1K +655 +1%
LPL Financial
11
LPL Financial
California
$849K -$3.4K -138 -0.4%
Jane Street
12
Jane Street
New York
$683K +$695K +28,235 New
CAL
13
Capital Advisors Ltd
Ohio
$445K +$320 +13 +0.1%
CM
14
Capital Management
Virginia
$407K – – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$346K -$6.67K -271 -2%
KFP
16
KMG Fiduciary Partners
Ohio
$321K +$2.88K +117 +0.9%
WDL
17
Well Done LLC
Michigan
$305K +$51.3K +2,087 +20%
WWM
18
Windsor Wealth Management
Indiana
$210K +$208K +8,450 New
CAL
19
Capital Analysts LLC
Pennsylvania
$100K +$20.2K +820 +25%
CFA
20
Carroll Financial Associates
North Carolina
$66K – – –
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$12.6K +512 +31%
Citigroup
22
Citigroup
New York
$46K – – –
Wells Fargo
23
Wells Fargo
California
$12K – – –
GEA
24
Glen Eagle Advisors
New Jersey
$3.63K – – –
APA
25
American Portfolios Advisors
New York
$3.02K – – –
1
2

DGRE Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2020, worth a combined $44.7M — down 6.2% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DGRE and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $1.26M. The largest seller was Susquehanna International Group, cutting an estimated $3.22M.

  • 28 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2020, down from 32 in Q2 2020.
  • Funds reported $44.7M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2020, down 6.2% quarter-over-quarter.
  • 3 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2020 and 7 closed out, a net change of -4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2020 was Mercer Global Advisors, an estimated $1.26M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2020 was Susquehanna International Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2020.