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WisdomTree Emerging Markets High Dividend Fund

250 hedge funds and large institutions have $2.4B invested in WisdomTree Emerging Markets High Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

5% more funds holding

Funds holding: 237250 (+13)

7% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 91

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$35.2M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.29% less ownership

Funds ownership: 49.21%47.92% (-1.3%)

35% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $4.11M

Holders
250
Holders Change
+13
Holders Change %
+5.49%
% of All Funds
8.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.94%
New
37
Increased
97
Reduced
91
Closed
22
Calls
$2.68M
Puts
$4.11M
Net Calls
-$1.43M
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
226
Westport Resources Management
Connecticut
$50K +$49K +975 New
PP
227
Palladium Partners
Virginia
$49K
ACM
228
Antonetti Capital Management
Florida
$36K
MWAM
229
Mariner Wealth Advisors (Madison)
Kansas
$33K +$31.6K +629 New
CEMP
230
Compass Efficient Model Portfolios
Tennessee
$31K -$2.4M -47,692 -99%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$31K +$30.4K +604 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$30K -$16.1K -320 -36%
S
233
SignatureFD
Georgia
$30K +$29.3K +584 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$29K +$9.25K +184 +49%
ECM
235
ETrade Capital Management
Virginia
$28K +$27.2K +541 New
RNS
236
Robert N. Shapiro
$24K
HR
237
Howe & Rusling
New York
$16K
PSUF
238
People's United Financial
Connecticut
$13K
WCM
239
Windsor Capital Management
Arizona
$12K
Invesco
240
Invesco
Georgia
$10K -$110K -2,183 -92%
CA
241
CapWealth Advisors
Tennessee
$10K
SFSIG
242
San Francisco Sentry Investment Group
California
$10K
FBT
243
Founders Bank & Trust
Michigan
$9K
BPBT
244
Boston Private Bank & Trust
Massachusetts
$8K
HI
245
Hudock Inc
Pennsylvania
$5K -$25.1K -500 -84%
SFS
246
Signator Financial Services
Massachusetts
$5K -$50 -1 -1%
HCM
247
Horrell Capital Management
Arkansas
$5K
TWA
248
TCI Wealth Advisors
Arizona
$5K +$5.03K +100 New
SMA
249
Simply Money Advisors
Ohio
$4K -$192K -3,830 -98%
AA
250
Apriem Advisors
California
$4K +$4.27K +85 New

DEM Hedge Fund Activity: Q3 2013 in Review

250 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2013, worth a combined $2.4B — up 1.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DEM positions and 22 closed out — a net gain of 15 holders — while 97 added to existing stakes and 91 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $19.4M. The largest seller was Susquehanna International Group, cutting an estimated $52.7M.

  • 250 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2013, up from 237 in Q2 2013.
  • Funds reported $2.4B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2013, up 1.5% quarter-over-quarter.
  • 37 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2013 and 22 closed out, a net change of +15 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2013 was Wharton Business Group, an estimated $19.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2013 was Susquehanna International Group, an estimated $52.7M sold.

Based on aggregated 13F filings for Q3 2013.