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WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE

53 hedge funds and large institutions have $90M invested in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 52 → 53 (+1)

0.91% more ownership

Funds ownership: 68.9% → 69.81% (+0.91%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2% less capital invested

Capital invested by funds: $91.4M → $90M (-$1.39M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$8.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
4
Goldman Sachs
Goldman Sachs
New York
+$1.03M
5
Jane Street
Jane Street
New York
+$927K

Top Sellers

1
NW
NewEdge Wealth
Pennsylvania
-$8.27M
2
OCM
One Capital Management
California
-$2.33M
3
NA
NewEdge Advisors
Louisiana
-$1.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.27M
5
APA
Astoria Portfolio Advisors
New York
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$27.5M -$2.33M -93,623 -8%
LPL Financial
2
LPL Financial
California
$13.8M +$877K +35,326 +7%
OMC
3
Old Mission Capital
Illinois
$10.4M +$8.25M +332,107 +342%
SI
4
SimpliFi Inc
California
$4.87M +$90K +3,625 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$3.12M -$69.4K -2,794 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.69M -$401K -16,131 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.6M -$338K -13,622 -11%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.54M +$657K +26,439 +34%
UAG
9
United Advisor Group
Ohio
$2.48M +$297K +11,953 +13%
OAM
10
Occidental Asset Management
California
$2.04M +$659K +26,556 +46%
HGA
11
Hobbs Group Advisors
South Carolina
$2M -$491K -19,759 -19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.77M +$1.81M +72,975 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.44M +$1.47M +59,102 New
Jane Street
14
Jane Street
New York
$1.42M +$927K +37,340 +178%
SAM
15
Strive Asset Management
Ohio
$1.27M -$235K -9,480 -15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.17M +$5.17K +208 +0.4%
Goldman Sachs
17
Goldman Sachs
New York
$1.01M +$1.03M +41,513 New
PFA
18
Professional Financial Advisors
Nebraska
$975K +$92.3K +3,715 +10%
ECM
19
Exchange Capital Management
Michigan
$868K +$50K +2,012 +6%
FTUS
20
Flow Traders U.S.
New York
$653K +$667K +26,871 New
CAL
21
Capital Analysts LLC
Pennsylvania
$635K +$23.7K +953 +4%
Morgan Stanley
22
Morgan Stanley
New York
$613K -$55.2K -2,221 -8%
CAL
23
Capital Advisors Ltd
Ohio
$516K -$30.7K -1,237 -6%
KFP
24
KMG Fiduciary Partners
Ohio
$474K +$2.48K +100 +0.5%
APA
25
Astoria Portfolio Advisors
New York
$434K -$559K -22,494 -56%
1
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DGRE Hedge Fund Activity: Q1 2025 in Review

53 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) for Q1 2025, worth a combined $90M — down 1.5% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DGRE positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $8.25M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $8.27M sold.

  • 53 institutional investors held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $90M of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund buyer in Q1 2025 was Old Mission Capital, an estimated $8.25M added.
  • The largest WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund seller in Q1 2025 was NewEdge Wealth, an estimated $8.27M sold.

Based on aggregated 13F filings for Q1 2025.