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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

31 hedge funds and large institutions have $47M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $41M → $47M (+$6.06M)

11% more funds holding

Funds holding: 2831 (+3)

1.27% less ownership

Funds ownership: 54.46%53.19% (-1.3%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
2
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$24.7M +$1.77M +78,610 +8%
NW
2
NewEdge Wealth
Pennsylvania
$4.97M +$131K +5,805 +3%
APA
3
Astoria Portfolio Advisors
New York
$4.69M +$935K +41,459 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.46M +$157K +6,948 +7%
LPL Financial
5
LPL Financial
California
$1.46M +$113K +5,012 +8%
SFSG
6
Sound Financial Strategies Group
Mississippi
$1.22M +$1.22M +53,977 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$1.14M +$1.13M +50,231 New
PFA
8
Professional Financial Advisors
Nebraska
$858K +$95.5K +4,234 +15%
Morgan Stanley
9
Morgan Stanley
New York
$849K +$117K +5,191 +16%
GWWM
10
Great Waters Wealth Management
Minnesota
$603K -$27.7K -1,229 -4%
CAL
11
Capital Advisors Ltd
Ohio
$578K +$316 +14 +0.1%
CAL
12
Capital Analysts LLC
Pennsylvania
$428K +$4.62K +205 +1%
KFP
13
KMG Fiduciary Partners
Ohio
$405K +$42K +1,861 +12%
Jane Street
14
Jane Street
New York
$359K +$358K +15,860 New
OMC
15
Old Mission Capital
Illinois
$338K +$337K +14,938 New
Osaic Holdings
16
Osaic Holdings
Arizona
$298K +$7.04K +312 +2%
1WA
17
180 Wealth Advisors
Washington
$277K +$7.89K +350 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$259K +$258K +11,437 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$233K
CM
20
Capital Management
Virginia
$204K +$203K +9,006 New
MA
21
Mutual Advisors
Nebraska
$201K +$201K +8,899 New
PGAM
22
Princeton Global Asset Management
New Jersey
$174K +$45.1K +2,000 +35%
AF
23
Allworth Financial
California
$84.8K -$182K -8,073 -68%
CTC
24
Central Trust Company
Missouri
$84.5K +$29.9K +1,328 +55%
WP
25
WealthPLAN Partners
Nebraska
$51.1K +$50.9K +2,257 New

DGRE Hedge Fund Activity: Q1 2023 in Review

31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2023, worth a combined $47M — up 15% from $41M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DGRE positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was One Capital Management, adding an estimated $1.77M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.97M sold.

  • 31 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2023, up from 28 in Q4 2022.
  • Funds reported $47M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2023, up 15% quarter-over-quarter.
  • 11 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2023 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2023 was One Capital Management, an estimated $1.77M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2023 was Flow Traders U.S., an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2023.