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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
226
Investors Research Corp
Georgia
$58.6K +$60.8K +1,564 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$54.3K
CFGS
228
Concourse Financial Group Securities
Alabama
$47.4K -$20.9K -538 -30%
AIC
229
Archer Investment Corporation
Indiana
$46.9K -$3.23K -83 -6%
RG
230
Retirement Group
California
$46.5K +$972 +25 +2%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$46.2K +$10.8K +278 +29%
CTWM
232
Cherry Tree Wealth Management
Minnesota
$45.7K
UCB
233
United Community Bank
South Carolina
$43K +$44.6K +1,147 New
FFA
234
Farther Finance Advisors
California
$41.6K -$3.97K -102 -8%
PA
235
Parallel Advisors
California
$32.9K
AIP
236
Ameritas Investment Partners
Nebraska
$30.7K
CPG
237
Cornerstone Planning Group
New Jersey
$30.3K -$13.5K -348 -30%
PTC
238
Private Trust Company
Ohio
$28.2K +$21.5K +552 +276%
HL
239
HeadInvest LLC
Maine
$26.8K +$28K +720 New
CT
240
Colonial Trust
South Carolina
$24.3K -$2.53K -65 -9%
SWM
241
Spire Wealth Management
Virginia
$23.9K
Russell Investments Group
242
Russell Investments Group
United Kingdom
$22.8K +$23.7K +609 New
BSB
243
Bangor Savings Bank
Maine
$21K
CIAS
244
Capital Investment Advisory Services
North Carolina
$20.1K +$9.53K +245 +84%
RA
245
Rise Advisors
New York
$18.2K +$544 +14 +3%
WT
246
Whittier Trust
California
$16.9K -$9.25K -238 -35%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$16.7K
HWM
248
HighMark Wealth Management
Minnesota
$16.3K +$467 +12 +3%
CBT
249
CoreFirst Bank & Trust
Kansas
$16.1K
MA
250
Montag & Associates
Georgia
$14.1K

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.