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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

28 hedge funds and large institutions have $41M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $33.2M → $41M (+$7.74M)

4% more funds holding

Funds holding: 27 → 28 (+1)

3.48% more ownership

Funds ownership: 50.97% → 54.46% (+3.5%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
One Capital Management
California
+$1.9M
2
APA
Astoria Portfolio Advisors
New York
+$1.02M
3
FTUS
Flow Traders U.S.
New York
+$952K
4
Goldman Sachs
Goldman Sachs
New York
+$631K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$202K

Top Sellers

1
AF
Allworth Financial
California
-$879K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$485K
3
Jane Street
Jane Street
New York
-$254K
4
Morgan Stanley
Morgan Stanley
New York
-$184K
5
Osaic Holdings
Osaic Holdings
Arizona
-$67.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$21.5M +$1.9M +92,960 +10%
NW
2
NewEdge Wealth
Pennsylvania
$4.55M +$95K +4,638 +2%
APA
3
Astoria Portfolio Advisors
New York
$3.89M +$1.02M +49,664 +43%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.16M -$485K -23,706 -19%
FTUS
5
Flow Traders U.S.
New York
$1.97M +$952K +46,514 +101%
LPL Financial
6
LPL Financial
California
$1.26M -$15.5K -759 -1%
Morgan Stanley
7
Morgan Stanley
New York
$687K -$184K -8,995 -22%
GWWM
8
Great Waters Wealth Management
Minnesota
$666K +$577K +28,197 New
Goldman Sachs
9
Goldman Sachs
New York
$655K +$631K +30,832 New
PFA
10
Professional Financial Advisors
Nebraska
$611K +$80.8K +3,945 +16%
CAL
11
Capital Advisors Ltd
Ohio
$542K +$4.73K +231 +0.9%
CAL
12
Capital Analysts LLC
Pennsylvania
$398K -$34K -1,660 -8%
KFP
13
KMG Fiduciary Partners
Ohio
$341K -$21.3K -1,040 -6%
1WA
14
180 Wealth Advisors
Washington
$283K +$7.64K +373 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$272K -$67.9K -3,314 -20%
AF
16
Allworth Financial
California
$251K -$879K -42,926 -78%
PCM
17
Penserra Capital Management
California
$224K +$68.7K +3,357 +46%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$219K -$4.5K -220 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$210K +$202K +9,873 New
PGAM
20
Princeton Global Asset Management
New Jersey
$121K – – –
CTC
21
Central Trust Company
Missouri
$51.1K +$10.6K +518 +27%
UBS Group
22
UBS Group
Switzerland
$30.8K -$28.5K -1,390 -49%
FCA
23
FinTrust Capital Advisors
South Carolina
$21.4K -$16.7K -817 -45%
LSA
24
Lansing Street Advisors
Pennsylvania
$17.5K – – –
IA
25
IFP Advisors
Florida
$8K – – –
1
2

DGRE Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2022, worth a combined $41M — up 23% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DGRE positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was One Capital Management, adding an estimated $1.9M. The largest seller was Allworth Financial, cutting an estimated $879K.

  • 28 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $41M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2022, up 23% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2022 was One Capital Management, an estimated $1.9M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2022 was Allworth Financial, an estimated $879K sold.

Based on aggregated 13F filings for Q4 2022.