WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
45 hedge funds and large institutions have $82.8M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
42% more capital invested
Capital invested by funds: $58.1M → $82.8M (+$24.7M)
25% more funds holding
Funds holding: 36 → 45 (+9)
10.59% more ownership
Funds ownership: 58.13% → 68.72% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.37M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.39M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$779K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$644K |
| 5 |
APA
Astoria Portfolio Advisors
New York
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.32M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$873K |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$146K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$131K |
| 5 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
-$82.2K |
DGRE Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2023, worth a combined $82.8M — up 42% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DGRE positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.37M. The largest seller was Jane Street, cutting an estimated $1.32M.
- 45 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $82.8M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2023, up 42% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2023 and 3 closed out, a net change of +9 holders.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2023 was LPL Financial, an estimated $7.37M added.
- The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2023 was Jane Street, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2023.