DEM icon

WisdomTree Emerging Markets High Dividend Fund
DEM

Overview Fund Activity

241 hedge funds and large institutions have $937M invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
4.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
94
Reduced
72
Closed
30
Calls
$776K
Puts
$1.07M
Net Calls
-$290K
Net Calls Change
-$449K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$46.5M
2
Jane Street
Jane Street
New York
$19.4M
3
MNBTD
Moody National Bank Trust Division
Texas
$5.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.4M
5
UBS Group
UBS Group
Switzerland
$35.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$8.94M
2
Bank of America
Bank of America
North Carolina
$121M
3
FTUS
Flow Traders U.S.
New York
$339K
4
VWM
Venturi Wealth Management
Texas
$0
5
KCM
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$3.99K +$3.14K +86,518 +369%
SWM
227
Selective Wealth Management
Virginia
$3K – – –
OC
228
Oakworth Capital
Alabama
$3K – – –
SBL
229
Sargent Bickham Lagudis
Colorado
$3K +$893 +25 +42%
AIP
230
Almanack Investment Partners
Pennsylvania
$3K +$3K +100 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
Franklin Resources
232
Franklin Resources
California
$2K – – –
OIA
233
Optimum Investment Advisors
Illinois
$2K – – –
MWM
234
Mascoma Wealth Management
New Hampshire
$2K – – –
BA
235
Bellwether Advisors
Nebraska
$2K – – –
C
236
Covestor
United Kingdom
$2K +$152 +5 +8%
GI
237
Gradient Investments
Minnesota
$2K +$2K +59 New
SIS
238
Sound Income Strategies
Florida
$1K +$30 +1 +3%
TFP
239
Tilia Fiduciary Partners
North Carolina
$1K +$43 +1 +5%
PWP
240
Principle Wealth Partners
Connecticut
$695 -$724 -22,240 -51%
FGAM
241
Financial Gravity Asset Management
Texas
$159 -$19 -4 -11%
VWM
242
Venturi Wealth Management
Texas
– -$9.62M -259,662 Closed
KCM
243
Karp Capital Management
California
– -$5.55M -149,890 Closed
ES
244
Eagle Strategies
New York
– -$2.99M -80,790 Closed
ASFA
245
All Season Financial Advisors
Colorado
– -$2.44M -65,967 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
– -$2.2M -59,421 Closed
FPCP
247
Fort Point Capital Partners
California
– -$1.73M -46,661 Closed
CT
248
Coastline Trust
Rhode Island
– -$1.5M -40,580 Closed
UA
249
Unison Advisors
District of Columbia
– -$625K -16,888 Closed
CBN
250
Cadence Bank NA
Texas
– -$440K -11,873 Closed
7 8 9
10
11