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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

39 hedge funds and large institutions have $43.8M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $41.4M → $43.8M (+$2.42M)

3% more funds holding

Funds holding: 38 → 39 (+1)

2.03% more ownership

Funds ownership: 44.78% → 46.81% (+2%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.48M
2
OCM
One Capital Management
California
+$556K
3
ACWM
Adams Chetwood Wealth Management
North Carolina
+$328K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$284K
5
PFA
Professional Financial Advisors
Nebraska
+$42.1K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$978K
2
OMC
Old Mission Capital
Illinois
-$657K
3
FTUS
Flow Traders U.S.
New York
-$452K
4
LA
Latitude Advisors
Florida
-$94.2K
5
AF
Advisornet Financial
Minnesota
-$66.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$19.5M +$556K +19,789 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.62M +$284K +10,099 +9%
Morgan Stanley
3
Morgan Stanley
New York
$2.5M -$28.1K -1,001 -1%
Jane Street
4
Jane Street
New York
$2.46M +$1.48M +52,509 +153%
AF
5
Advisornet Financial
Minnesota
$2.28M -$66.5K -2,366 -3%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$2.03M +$328K +11,666 +19%
LPL Financial
7
LPL Financial
California
$1.5M +$22.7K +807 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.5M -$3.85K -137 -0.3%
APA
9
Astoria Portfolio Advisors
New York
$1.45M +$1.43M +51,056 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.45M -$4.16K -148 -0.3%
PFA
11
Professional Financial Advisors
Nebraska
$885K +$42.1K +1,499 +5%
CAL
12
Capital Advisors Ltd
Ohio
$515K +$197 +7 +0%
CM
13
Capital Management
Virginia
$478K – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$471K -$30.2K -1,075 -6%
KFP
15
KMG Fiduciary Partners
Ohio
$460K +$9.75K +347 +2%
LA
16
Latitude Advisors
Florida
$396K -$94.2K -3,351 -19%
CAL
17
Capital Analysts LLC
Pennsylvania
$390K -$3.12K -111 -0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$349K +$1.18K +42 +0.3%
3LCM
19
3D/L Capital Management
Connecticut
$298K -$23.6K -839 -7%
MAM
20
Meeder Asset Management
Ohio
$240K -$4.41K -157 -2%
WWM
21
Windsor Wealth Management
Indiana
$240K – – –
BCI
22
Brinker Capital Investments
Pennsylvania
$220K +$3.29K +117 +2%
FCA
23
FinTrust Capital Advisors
South Carolina
$155K +$23K +817 +18%
PGAM
24
Princeton Global Asset Management
New Jersey
$148K -$6.24K -222 -4%
CFA
25
Carroll Financial Associates
North Carolina
$72K – – –
1
2

DGRE Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2021, worth a combined $43.8M — up 5.8% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGRE positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $1.48M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $978K sold.

  • 39 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $43.8M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2021, up 5.8% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2021 was Jane Street, an estimated $1.48M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2021 was Susquehanna International Group, an estimated $978K sold.

Based on aggregated 13F filings for Q4 2021.