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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

42 hedge funds and large institutions have $47.1M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

5% more funds holding

Funds holding: 4042 (+2)

1.36% more ownership

Funds ownership: 47.33%48.68% (+1.4%)

5% more capital invested

Capital invested by funds: $45M → $47.1M (+$2.04M)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$15.9M +$1.66M +55,154 +12%
BCI
2
Brinker Capital Investments
Pennsylvania
$5.8M -$28.4K -944 -0.5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.31M -$631K -20,995 -16%
Morgan Stanley
4
Morgan Stanley
New York
$2.67M +$100K +3,340 +4%
AF
5
Advisornet Financial
Minnesota
$2.47M +$79.7K +2,653 +3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.88M +$7.09K +236 +0.4%
OMC
7
Old Mission Capital
Illinois
$1.83M -$460K -15,297 -20%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.55M -$571 -19 -0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.5M -$42.1K -1,401 -3%
ACWM
10
Adams Chetwood Wealth Management
North Carolina
$1.32M +$601K +19,996 +84%
LPL Financial
11
LPL Financial
California
$1.29M +$34.4K +1,145 +3%
PFA
12
Professional Financial Advisors
Nebraska
$855K +$74.8K +2,490 +10%
Jane Street
13
Jane Street
New York
$761K +$763K +25,369 New
Citadel Advisors
14
Citadel Advisors
Florida
$739K +$11.8K +391 +2%
CAL
15
Capital Advisors Ltd
Ohio
$552K +$271 +9 +0%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$523K +$47.6K +1,584 +10%
CM
17
Capital Management
Virginia
$505K
KFP
18
KMG Fiduciary Partners
Ohio
$458K +$962 +32 +0.2%
LA
19
Latitude Advisors
Florida
$435K -$14.8K -491 -3%
3LCM
20
3D/L Capital Management
Connecticut
$373K -$152K -5,073 -29%
FI
21
Financial Insights
Washington
$353K +$35.4K +1,177 New
Osaic Holdings
22
Osaic Holdings
Arizona
$352K -$865K -28,766 -71%
WDL
23
Well Done LLC
Michigan
$314K
MAM
24
Meeder Asset Management
Ohio
$258K
WWM
25
Windsor Wealth Management
Indiana
$254K

DGRE Hedge Fund Activity: Q2 2021 in Review

42 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2021, worth a combined $47.1M — up 4.5% from $45M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was One Capital Management, adding an estimated $1.66M. The largest seller was Osaic Holdings, cutting an estimated $865K.

  • 42 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2021, up from 40 in Q1 2021.
  • Funds reported $47.1M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2021 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2021 was One Capital Management, an estimated $1.66M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2021 was Osaic Holdings, an estimated $865K sold.

Based on aggregated 13F filings for Q2 2021.