WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
37 hedge funds and large institutions have $58.5M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
24% more capital invested
Capital invested by funds: $47.1M → $58.5M (+$11.4M)
16% more funds holding
Funds holding: 32 → 37 (+5)
7.53% more ownership
Funds ownership: 53.23% → 60.76% (+7.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.48M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.63M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.08M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$990K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$950K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$1.22M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$338K |
| 3 |
LPL Financial
San Diego,
California
|
-$109K |
| 4 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
-$59K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$49.3K |
DGRE Hedge Fund Activity: Q2 2023 in Review
37 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2023, worth a combined $58.5M — up 24% from $47.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRE positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $4.48M. The largest seller was Sound Financial Strategies Group, exiting entirely with an estimated $1.22M sold.
- 37 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2023, up from 32 in Q1 2023.
- Funds reported $58.5M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2023, up 24% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2023 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2023 was Jane Street, an estimated $4.48M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2023 was Sound Financial Strategies Group, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2023.