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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.22B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $442K

37% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 75

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $1.16B → $1.22B (+$53.8M)

0.32% more ownership

Funds ownership: 53.12%53.44% (+0.32%)

1% less funds holding

Funds holding: 260258 (-2)

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
5.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
103
Reduced
75
Closed
21
Calls
$1.68M
Puts
$442K
Net Calls
+$1.24M
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$13.4K
BC
227
Bartlett & Co
Ohio
$13K
CFB
228
Cullen/Frost Bankers
Texas
$12K
RWA
229
Ropes Wealth Advisors
Massachusetts
$12K
IWA
230
IBEX Wealth Advisors
New Jersey
$12K +$12.2K +279 New
VFA
231
Valeo Financial Advisors
Indiana
$11K
TRCT
232
Tower Research Capital (TRC)
New York
$10K +$1.44K +33 +18%
CFG
233
Citizens Financial Group
Rhode Island
$10K +$9.63K +220 New
OIA
234
Optimum Investment Advisors
Illinois
$9K
PB
235
Pinnacle Bancorp
Nebraska
$9K
KTC
236
Kistler-Tiffany Companies
Pennsylvania
$9K +$9.15K +209 New
TC
237
Truvestments Capital
Florida
$8K -$1M -22,900 -99%
FRA
238
Front Row Advisors
California
$8K
ACS
239
Archford Capital Strategies
Illinois
$7K
SBL
240
Sargent Bickham Lagudis
Colorado
$5K
TCM
241
TD Capital Management
Tennessee
$5K +$4.82K +110 New
MF
242
Manchester Financial
California
$5K +$5.03K +115 New
IAS
243
IMA Advisory Services
Colorado
$5K +$5.34K +122 New
Lazard Asset Management
244
Lazard Asset Management
New York
$5K +$5.65K +129 New
ASN
245
Advisory Services Network
Georgia
$4K
CFN
246
Cordasco Financial Network
Florida
$4K
OC
247
Oakworth Capital
Alabama
$4K
HPC
248
HM Payson & Co
Maine
$4K +$4.2K +96 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$3K
JCM
250
Julex Capital Management
Massachusetts
$2K +$569 +13 +28%

DEM Hedge Fund Activity: Q2 2019 in Review

258 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2019, worth a combined $1.22B — up 4.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DEM positions and 21 closed out — a net gain of 4 holders — while 103 added to existing stakes and 75 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, adding an estimated $8.97M. The largest seller was Bank of America, cutting an estimated $6.08M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.22B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2019, up 4.6% quarter-over-quarter.
  • 25 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2019 and 21 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2019 was Fukoku Mutual Life Insurance, an estimated $8.97M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2019 was Bank of America, an estimated $6.08M sold.

Based on aggregated 13F filings for Q2 2019.