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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$10K +$10.4K +253 +12,650%
OIA
227
Optimum Investment Advisors
Illinois
$8K
VFA
228
Valeo Financial Advisors
Indiana
$8K
WANY
229
Wealthspire Advisors (New York)
New York
$8K +$8.2K +200 New
EWM
230
Executive Wealth Management
Michigan
$8K +$8.4K +205 New
ACS
231
Archford Capital Strategies
Illinois
$7K
FRA
232
Front Row Advisors
California
$7K
SIM
233
Sonora Investment Management
Arizona
$7K +$7.38K +180 New
Simplex Trading
234
Simplex Trading
Illinois
$5K -$110K -2,695 -95%
ACA
235
Atlas Capital Advisors
Wyoming
$4.66K
ASN
236
Advisory Services Network
Georgia
$4K
RFA
237
Reilly Financial Advisors
California
$4K
SBL
238
Sargent Bickham Lagudis
Colorado
$4K
OC
239
Oakworth Capital
Alabama
$3K -$3.4K -83 -50%
CFN
240
Cordasco Financial Network
Florida
$3K
1NWS
241
1 North Wealth Services
Maryland
$3K +$2.87K +70 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$2.49K
LYV
243
Live Your Vision
Pennsylvania
$2K
TRCT
244
Tower Research Capital (TRC)
New York
$2K
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1K
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$50.4K -1,230 -98%
CAL
247
Capital Advisors Ltd
Ohio
$1K -$11.6K -284 -92%
MSFP
248
Mark Sheptoff Financial Planning
Connecticut
$1K
NA
249
NewEdge Advisors
Louisiana
$780 -$2.54K -62 -0.3%
ACA
250
Ackerman Capital Advisors
Texas
$704 +$719K +17,535 New

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.