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WisdomTree Emerging Markets High Dividend Fund
DEM

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226 → 252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04% → 50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.5M
2
Bank of America
Bank of America
North Carolina
+$7.79M
3
Morgan Stanley
Morgan Stanley
New York
+$6.99M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.8M
5
WDL
Well Done LLC
Michigan
+$4.48M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$5.94M
2
AI
Accredited Investors
Minnesota
-$3.02M
3
Wells Fargo
Wells Fargo
California
-$2.79M
4
BFG
Beacon Financial Group
Texas
-$1.68M
5
FFW
Fusion Family Wealth
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$17K – – –
CAL
227
Capital Advisors Ltd
Ohio
$15K – – –
MSA
228
Marino Stram & Associates
Massachusetts
$14K – – –
WCM
229
Wealthcare Capital Management
Virginia
$14K – – –
CAM
230
Close Asset Management
United Kingdom
$13K +$13.1K +275 New
OIA
231
Optimum Investment Advisors
Illinois
$12K +$12.2K +256 New
Lazard Asset Management
232
Lazard Asset Management
New York
$12K +$12.4K +260 New
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$12K +$12.5K +261 New
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$11K – – –
MFBTD
235
MB Financial Bank - Trust Department
Illinois
$11K +$11.4K +239 New
ASN
236
Advisory Services Network
Georgia
$10K – – –
DWM
237
Destination Wealth Management
California
$10K +$9.56K +200 New
BWA
238
BDO Wealth Advisors
Florida
$10K +$10.2K +214 New
CFA
239
Carroll Financial Associates
North Carolina
$9K – – –
FRA
240
Front Row Advisors
California
$8K – – –
OC
241
Oakworth Capital
Alabama
$8K – – –
SEI Investments
242
SEI Investments
Pennsylvania
$8K +$5.98K +125 +379%
ACA
243
Atlas Capital Advisors
Wyoming
$6.36K +$6.36K +133 New
CG
244
Cutler Group
California
$5K -$60.7K -1,269 -92%
RFA
245
Reilly Financial Advisors
California
$5K – – –
SBL
246
Sargent Bickham Lagudis
Colorado
$5K – – –
GFP
247
Gryphon Financial Partners
Ohio
$2K – – –
SIM
248
Sonora Investment Management
Arizona
$1.77K – – –
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2K +$1.2K +25 New
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
7 8 9
10
11

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.