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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

41 hedge funds and large institutions have $90.3M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $83.7M → $90.3M (+$6.6M)

0.41% less ownership

Funds ownership: 69.44%69.02% (-0.41%)

7% less funds holding

Funds holding: 4441 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
19
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$34.8M +$1.15M +46,258 +4%
LPL Financial
2
LPL Financial
California
$11M +$456K +18,349 +4%
NW
3
NewEdge Wealth
Pennsylvania
$8.34M +$550K +22,123 +7%
APA
4
Astoria Portfolio Advisors
New York
$6.34M -$140K -5,640 -2%
SI
5
SimpliFi Inc
California
$5.08M +$4.91M +197,723 New
Jane Street
6
Jane Street
New York
$4.13M +$3.01M +121,233 +306%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.26M +$126K +5,079 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.91M -$89.5K -3,600 -3%
VWWMG
9
Vermillion & White Wealth Management Group
Pennsylvania
$2.65M +$40.7K +1,638 +2%
OMC
10
Old Mission Capital
Illinois
$1.42M -$143K -5,738 -9%
OAM
11
Occidental Asset Management
California
$1.32M +$25.6K +1,028 +2%
PFA
12
Professional Financial Advisors
Nebraska
$887K +$22K +885 +3%
Morgan Stanley
13
Morgan Stanley
New York
$833K -$1.04M -41,671 -56%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$767K +$486K +19,544 +190%
CAL
15
Capital Analysts LLC
Pennsylvania
$679K +$82K +3,299 +14%
CAL
16
Capital Advisors Ltd
Ohio
$658K +$298 +12 +0%
UAG
17
United Advisor Group
Ohio
$610K +$590K +23,735 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$519K +$502K +20,197 New
GWWM
19
Great Waters Wealth Management
Minnesota
$498K -$15K -603 -3%
KFP
20
KMG Fiduciary Partners
Ohio
$488K +$1.54K +62 +0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$486K +$166K +6,691 +55%
ECM
22
Exchange Capital Management
Michigan
$417K +$146K +5,864 +57%
KAS
23
Kestra Advisory Services
Texas
$384K -$45.3K -1,822 -11%
1WA
24
180 Wealth Advisors
Washington
$325K +$13.9K +560 +5%
MA
25
Mutual Advisors
Nebraska
$267K +$5.29K +213 +2%

DGRE Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2024, worth a combined $90.3M — up 7.9% from $83.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DGRE and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 19 added.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $4.91M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.15M sold.

  • 41 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2024, down from 44 in Q4 2023.
  • Funds reported $90.3M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2024, up 7.9% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2024 was SimpliFi Inc, an estimated $4.91M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2024 was Flow Traders U.S., an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2024.