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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

44 hedge funds and large institutions have $83.7M 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, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

44% more capital invested

Capital invested by funds: $58.1M → $83.7M (+$25.6M)

26% more funds holding

Funds holding: 3544 (+9)

11.35% more ownership

Funds ownership: 58.09%69.44% (+11%)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
16
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$32.2M -$146K -6,373 -0.5%
LPL Financial
2
LPL Financial
California
$10.1M +$7.37M +322,545 +369%
NW
3
NewEdge Wealth
Pennsylvania
$7.46M +$173K +7,568 +3%
APA
4
Astoria Portfolio Advisors
New York
$6.42M +$440K +19,272 +8%
HGA
5
Hobbs Group Advisors
South Carolina
$5.91M +$5.49M +240,498 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.99M -$131K -5,729 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.88M +$779K +34,129 +41%
VWWMG
8
Vermillion & White Wealth Management Group
Pennsylvania
$2.5M +$2.32M +101,669 New
Morgan Stanley
9
Morgan Stanley
New York
$1.82M +$825K +36,107 +95%
OMC
10
Old Mission Capital
Illinois
$1.5M +$1.39M +60,924 New
OAM
11
Occidental Asset Management
California
$1.24M +$9.39K +411 +0.8%
FTUS
12
Flow Traders U.S.
New York
$1.15M +$644K +28,190 +152%
Jane Street
13
Jane Street
New York
$974K -$1.32M -57,861 -59%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$882K +$309K +13,533 +61%
PFA
15
Professional Financial Advisors
Nebraska
$826K +$28.9K +1,265 +4%
CAL
16
Capital Advisors Ltd
Ohio
$629K +$480 +21 +0.1%
CAL
17
Capital Analysts LLC
Pennsylvania
$569K +$14.9K +654 +3%
GWWM
18
Great Waters Wealth Management
Minnesota
$479K -$82.2K -3,600 -15%
KFP
19
KMG Fiduciary Partners
Ohio
$466K +$2.35K +103 +0.5%
KAS
20
Kestra Advisory Services
Texas
$412K +$383K +16,764 New
Osaic Holdings
21
Osaic Holdings
Arizona
$300K -$25.8K -1,129 -8%
1WA
22
180 Wealth Advisors
Washington
$294K -$6.39K -280 -2%
ECM
23
Exchange Capital Management
Michigan
$255K +$237K +10,364 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$253K +$12.8K +560 +6%
MA
25
Mutual Advisors
Nebraska
$251K +$12.4K +542 +6%

DGRE Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 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 $83.7M — up 44% 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 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.37M. The largest seller was Jane Street, cutting an estimated $1.32M.

  • 44 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $83.7M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2023, up 44% 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.