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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

47 hedge funds and large institutions have $99M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

15% more funds holding

Funds holding: 4147 (+6)

10% more capital invested

Capital invested by funds: $90.3M → $99M (+$8.73M)

1.76% more ownership

Funds ownership: 69.02%70.78% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
15
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$32.6M -$3.07M -119,412 -9%
LPL Financial
2
LPL Financial
California
$11.8M +$453K +17,630 +4%
NW
3
NewEdge Wealth
Pennsylvania
$8.38M -$204K -7,924 -2%
HGA
4
Hobbs Group Advisors
South Carolina
$7.17M +$6.99M +271,656 New
APA
5
Astoria Portfolio Advisors
New York
$6.74M +$57.1K +2,220 +0.9%
SI
6
SimpliFi Inc
California
$5.28M +$64.2K +2,497 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.66M +$299K +11,642 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.06M +$65.4K +2,543 +2%
VWWMG
9
Vermillion & White Wealth Management Group
Pennsylvania
$2.8M +$72.7K +2,827 +3%
FTUS
10
Flow Traders U.S.
New York
$2.31M +$2.25M +87,469 New
OAM
11
Occidental Asset Management
California
$1.42M +$56.4K +2,194 +4%
OMC
12
Old Mission Capital
Illinois
$1.26M -$190K -7,371 -13%
UAG
13
United Advisor Group
Ohio
$1.23M +$588K +22,879 +96%
NA
14
NewEdge Advisors
Louisiana
$1.08M +$1.04M +40,543 +20,791%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.01M +$986K +38,332 New
PFA
16
Professional Financial Advisors
Nebraska
$923K +$12.2K +473 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$848K +$59.2K +2,303 +8%
Morgan Stanley
18
Morgan Stanley
New York
$838K -$16.5K -641 -2%
CAL
19
Capital Advisors Ltd
Ohio
$671K -$4.65K -181 -0.7%
CAL
20
Capital Analysts LLC
Pennsylvania
$636K -$59.6K -2,318 -9%
Jane Street
21
Jane Street
New York
$557K -$3.59M -139,750 -87%
ECM
22
Exchange Capital Management
Michigan
$529K +$97.7K +3,799 +23%
KFP
23
KMG Fiduciary Partners
Ohio
$504K +$2.44K +95 +0.5%
GWWM
24
Great Waters Wealth Management
Minnesota
$493K -$18.4K -717 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$426K +$415K +16,151 New

DGRE Hedge Fund Activity: Q2 2024 in Review

47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q2 2024, worth a combined $99M — up 9.7% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DGRE positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.25M. The largest seller was Jane Street, cutting an estimated $3.59M.

  • 47 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $99M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q2 2024 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q2 2024 was Flow Traders U.S., an estimated $2.25M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q2 2024 was Jane Street, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2024.