We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

256 hedge funds and large institutions have $1.08B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$46M)

0.39% less ownership

Funds ownership: 53.85%53.46% (-0.39%)

2% less funds holding

Funds holding: 262256 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
89
Reduced
76
Closed
31
Calls
$1.95M
Puts
$1.3M
Net Calls
+$649K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
226
Webster Bank
Connecticut
$21K
CBT
227
CoreFirst Bank & Trust
Kansas
$20K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$13.6K -296 -42%
COCM
229
Charter Oak Capital Management
New Hampshire
$19K
CFB
230
Cullen/Frost Bankers
Texas
$19K
MA
231
Montag & Associates
Georgia
$17K
HWM
232
HighMark Wealth Management
Minnesota
$17K +$229 +5 +1%
FHA
233
First Horizon Advisors
Tennessee
$15K +$15.3K +334 New
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K
RIM
235
Rockbridge Investment Management
New York
$13K +$12K +262 +845%
OCM
236
Orion Capital Management
California
$12K
EVM
237
Eaton Vance Management
Massachusetts
$12K +$12.3K +269 New
PA
238
Parallel Advisors
California
$11K
GEA
239
Glen Eagle Advisors
New Jersey
$10.9K
RCA
240
Ranch Capital Advisors
Florida
$10K -$11K -240 Closed
FFA
241
Founders Financial Alliance
North Carolina
$10K
TCM
242
TD Capital Management
Tennessee
$10K
MAM
243
Meeder Asset Management
Ohio
$10K +$10.1K +221 New
CFN
244
Cordasco Financial Network
Florida
$9K
FRA
245
Front Row Advisors
California
$8K
AA
246
Ancora Advisors
Ohio
$7K
OC
247
Oakworth Capital
Alabama
$7K
MCM
248
MV Capital Management
Maryland
$7K +$6.87K +150 New
HCP
249
Hexagon Capital Partners
Arkansas
$6K
JCM
250
Jacobi Capital Management
Pennsylvania
$6K

DEM Hedge Fund Activity: Q2 2021 in Review

256 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2021, worth a combined $1.08B — up 4.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DEM and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Morgan Stanley, adding an estimated $5.14M. The largest seller was NorthRock Partners, cutting an estimated $4.78M.

  • 256 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2021, down from 262 in Q1 2021.
  • Funds reported $1.08B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 27 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.14M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2021 was NorthRock Partners, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.