WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
36 hedge funds and large institutions have $58.1M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1% less capital invested
Capital invested by funds: $58.5M → $58.1M (-$384K)
2.63% less ownership
Funds ownership: 60.76% → 58.13% (-2.6%)
3% less funds holding
Funds holding: 37 → 36 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.45M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$734K |
| 3 |
LPL Financial
San Diego,
California
|
+$637K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$537K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$989K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$962K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$250K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$51.8K |
DGRE Hedge Fund Activity: Q3 2023 in Review
36 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2023, worth a combined $58.1M — down 0.66% from $58.5M a quarter earlier.
Fund positioning in DGRE was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 10 trimmed.
The largest buyer was One Capital Management, adding an estimated $2.45M. The largest seller was Jane Street, cutting an estimated $2.7M.
- 36 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2023, down from 37 in Q2 2023.
- Funds reported $58.1M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2023, down 0.66% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2023 was One Capital Management, an estimated $2.45M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2023 was Jane Street, an estimated $2.7M sold.
Based on aggregated 13F filings for Q3 2023.