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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

42 hedge funds and large institutions have $45.5M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

8% more funds holding

Funds holding: 3942 (+3)

6.21% more ownership

Funds ownership: 46.81%53.02% (+6.2%)

4% more capital invested

Capital invested by funds: $43.8M → $45.5M (+$1.7M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$19.9M +$2.12M +78,367 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.43M +$112K +4,151 +3%
Jane Street
3
Jane Street
New York
$3.06M +$841K +31,086 +36%
FTUS
4
Flow Traders U.S.
New York
$2.7M +$2.81M +103,724 New
ACWM
5
Adams Chetwood Wealth Management
North Carolina
$1.92M +$58.1K +2,148 +3%
APA
6
Astoria Portfolio Advisors
New York
$1.69M +$371K +13,707 +27%
LPL Financial
7
LPL Financial
California
$1.52M +$144K +5,337 +10%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.39M +$21K +777 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.32M -$6.85K -253 -0.5%
Morgan Stanley
10
Morgan Stanley
New York
$1.1M -$1.24M -45,835 -52%
AF
11
Advisornet Financial
Minnesota
$875K -$1.26M -46,731 -58%
PFA
12
Professional Financial Advisors
Nebraska
$858K +$48.4K +1,789 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$848K +$882K +32,595 New
OMC
14
Old Mission Capital
Illinois
$564K +$587K +21,692 New
CAL
15
Capital Advisors Ltd
Ohio
$481K +$9.98K +369 +2%
WWM
16
Windsor Wealth Management
Indiana
$458K +$229K +8,450 +100%
CM
17
Capital Management
Virginia
$438K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$432K
KFP
19
KMG Fiduciary Partners
Ohio
$431K +$9.01K +333 +2%
CAL
20
Capital Analysts LLC
Pennsylvania
$420K +$65.2K +2,410 +18%
Osaic Holdings
21
Osaic Holdings
Arizona
$295K -$26.8K -989 -8%
3LCM
22
3D/L Capital Management
Connecticut
$269K -$4.19K -155 -1%
LA
23
Latitude Advisors
Florida
$253K -$114K -4,226 -30%
MAM
24
Meeder Asset Management
Ohio
$209K -$11.8K -436 -5%
BCI
25
Brinker Capital Investments
Pennsylvania
$201K -$839 -31 -0.4%

DGRE Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2022, worth a combined $45.5M — up 3.9% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DGRE positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.81M. The largest seller was Advisornet Financial, cutting an estimated $1.26M.

  • 42 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $45.5M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2022 was Flow Traders U.S., an estimated $2.81M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2022 was Advisornet Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2022.