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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund

43 hedge funds and large institutions have $103M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $99M → $103M (+$3.67M)

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

2.23% less ownership

Funds ownership: 70.78%68.55% (-2.2%)

9% less funds holding

Funds holding: 4743 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
15
Reduced
15
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 +$496K +18,402 +1%
LPL Financial
2
LPL Financial
California
$14.1M +$1.72M +63,609 +14%
NW
3
NewEdge Wealth
Pennsylvania
$8.76M -$52.6K -1,949 -0.6%
HGA
4
Hobbs Group Advisors
South Carolina
$7.94M +$390K +14,473 +5%
SI
5
SimpliFi Inc
California
$5.43M -$118K -4,372 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.59M -$242K -8,986 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.4M +$173K +6,417 +6%
APA
8
Astoria Portfolio Advisors
New York
$3.13M -$3.81M -141,265 -55%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.12M +$3.03M +112,373 New
VWWMG
10
Vermillion & White Wealth Management Group
Pennsylvania
$2.86M -$83.4K -3,093 -3%
UAG
11
United Advisor Group
Ohio
$1.55M +$245K +9,082 +19%
OAM
12
Occidental Asset Management
California
$1.49M +$2.21K +82 +0.2%
NA
13
NewEdge Advisors
Louisiana
$1.36M +$225K +8,330 +20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.27M +$834K +30,926 +210%
FTUS
15
Flow Traders U.S.
New York
$1.15M -$1.25M -46,217 -53%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.12M +$219K +8,127 +25%
PFA
17
Professional Financial Advisors
Nebraska
$952K -$17.6K -654 -2%
ECM
18
Exchange Capital Management
Michigan
$815K +$252K +9,347 +47%
Morgan Stanley
19
Morgan Stanley
New York
$799K -$80K -2,965 -9%
CAL
20
Capital Analysts LLC
Pennsylvania
$669K -$486 -18 -0.1%
CAL
21
Capital Advisors Ltd
Ohio
$623K -$80.1K -2,968 -12%
KFP
22
KMG Fiduciary Partners
Ohio
$533K +$2.86K +106 +0.6%
GWWM
23
Great Waters Wealth Management
Minnesota
$488K -$29.7K -1,100 -6%
KAS
24
Kestra Advisory Services
Texas
$419K +$108 +4 +0%
Osaic Holdings
25
Osaic Holdings
Arizona
$364K +$25.3K +938 +8%

DGRE Hedge Fund Activity: Q3 2024 in Review

43 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q3 2024, worth a combined $103M — up 3.7% from $99M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DGRE and 2 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.03M. The largest seller was Astoria Portfolio Advisors, cutting an estimated $3.81M.

  • 43 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q3 2024, down from 47 in Q2 2024.
  • Funds reported $103M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 2 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q3 2024 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $3.03M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q3 2024 was Astoria Portfolio Advisors, an estimated $3.81M sold.

Based on aggregated 13F filings for Q3 2024.