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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

52 hedge funds and large institutions have $91.4M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

21% more funds holding

Funds holding: 43 → 52 (+9)

0.35% more ownership

Funds ownership: 68.55% → 68.9% (+0.35%)

11% less capital invested

Capital invested by funds: $103M → $91.4M (-$11.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
18
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.55M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.05M
3
UAG
United Advisor Group
Ohio
+$903K
4
LPL Financial
LPL Financial
California
+$599K
5
Jane Street
Jane Street
New York
+$552K

Top Sellers

1
HGA
Hobbs Group Advisors
South Carolina
-$4.83M
2
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
-$2.65M
3
APA
Astoria Portfolio Advisors
New York
-$1.94M
4
FTUS
Flow Traders U.S.
New York
-$1.15M
5
OCM
One Capital Management
California
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$30.6M -$770K -29,352 -2%
LPL Financial
2
LPL Financial
California
$13.3M +$599K +22,825 +4%
NW
3
NewEdge Wealth
Pennsylvania
$8.27M +$388K +14,774 +5%
SI
4
SimpliFi Inc
California
$4.92M +$17.8K +680 +0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$3.28M +$3.44M +131,084 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.17M +$376K +14,333 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.02M -$230K -8,771 -7%
HGA
8
Hobbs Group Advisors
South Carolina
$2.56M -$4.83M -183,931 -64%
OMC
9
Old Mission Capital
Illinois
$2.43M +$2.55M +97,160 New
UAG
10
United Advisor Group
Ohio
$2.25M +$903K +34,416 +62%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.96M +$2.05M +78,177 New
SAM
12
Strive Asset Management
Ohio
$1.55M +$1.62M +61,913 New
NA
13
NewEdge Advisors
Louisiana
$1.5M +$283K +10,765 +22%
OAM
14
Occidental Asset Management
California
$1.43M +$90.7K +3,455 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.27M +$131K +4,995 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.2M +$198K +7,546 +19%
APA
17
Astoria Portfolio Advisors
New York
$990K -$1.94M -73,854 -65%
PFA
18
Professional Financial Advisors
Nebraska
$910K +$53.9K +2,055 +6%
ECM
19
Exchange Capital Management
Michigan
$843K +$113K +4,317 +15%
Morgan Stanley
20
Morgan Stanley
New York
$686K -$35.7K -1,362 -5%
CAL
21
Capital Analysts LLC
Pennsylvania
$630K +$28.7K +1,095 +5%
CAL
22
Capital Advisors Ltd
Ohio
$562K +$131 +5 +0%
Jane Street
23
Jane Street
New York
$526K +$552K +21,026 New
KFP
24
KMG Fiduciary Partners
Ohio
$485K +$4.78K +182 +0.9%
GWWM
25
Great Waters Wealth Management
Minnesota
$440K +$656 +25 +0.1%
1
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DGRE Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q4 2024, worth a combined $91.4M — down 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRE positions and 3 closed out — a net gain of 10 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.55M. The largest seller was Hobbs Group Advisors, cutting an estimated $4.83M.

  • 52 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $91.4M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q4 2024 was Old Mission Capital, an estimated $2.55M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q4 2024 was Hobbs Group Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2024.