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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

27 hedge funds and large institutions have $33.2M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.34% more ownership

Funds ownership: 50.63%50.97% (+0.34%)

10% less capital invested

Capital invested by funds: $36.8M → $33.2M (-$3.52M)

16% less funds holding

Funds holding: 3227 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$17.6M +$2.99M +138,749 +18%
NW
2
NewEdge Wealth
Pennsylvania
$4.01M +$4.52M +209,414 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.41M +$617K +28,622 +30%
APA
4
Astoria Portfolio Advisors
New York
$2.22M +$750K +34,766 +43%
LPL Financial
5
LPL Financial
California
$1.16M -$25K -1,157 -2%
AF
6
Allworth Financial
California
$1.05M -$623K -28,883 -35%
FTUS
7
Flow Traders U.S.
New York
$883K -$902K -41,793 -48%
Morgan Stanley
8
Morgan Stanley
New York
$793K -$41K -1,901 -4%
CAL
9
Capital Advisors Ltd
Ohio
$485K +$122K +5,667 +29%
PFA
10
Professional Financial Advisors
Nebraska
$475K -$4.81K -223 -0.9%
CAL
11
Capital Analysts LLC
Pennsylvania
$391K +$169K +7,845 +63%
KFP
12
KMG Fiduciary Partners
Ohio
$328K +$4.81K +223 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$310K +$72.8K +3,374 +26%
Jane Street
14
Jane Street
New York
$254K -$1.56M -72,270 -84%
1WA
15
180 Wealth Advisors
Washington
$221K +$249K +11,524 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$202K -$104K -4,831 -31%
PCM
17
Penserra Capital Management
California
$138K +$62.5K +2,898 +67%
PGAM
18
Princeton Global Asset Management
New Jersey
$109K +$5.72K +265 +5%
UBS Group
19
UBS Group
Switzerland
$54K +$61.2K +2,838 New
CTC
20
Central Trust Company
Missouri
$36K
FCA
21
FinTrust Capital Advisors
South Carolina
$35K
LSA
22
Lansing Street Advisors
Pennsylvania
$16K -$39.4K -1,825 -69%
IA
23
IFP Advisors
Florida
$8K +$561 +26 +10%
APA
24
American Portfolios Advisors
New York
$2.97K
GEA
25
Glen Eagle Advisors
New Jersey
$2.88K

DGRE Hedge Fund Activity: Q3 2022 in Review

27 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2022, worth a combined $33.2M — down 9.6% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DGRE and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $4.52M. The largest seller was Jane Street, cutting an estimated $1.56M.

  • 27 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2022, down from 32 in Q2 2022.
  • Funds reported $33.2M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2022 was NewEdge Wealth, an estimated $4.52M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2022 was Jane Street, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2022.