We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$157K +$148K +3,872 New
HI
227
Harbour Investments
Wisconsin
$134K +$8.77K +229 +7%
SIS
228
Strategic Investment Solutions
Illinois
$118K -$6.88M -179,800 -98%
GWM
229
Geneos Wealth Management
Colorado
$114K -$33.5K -875 -24%
RIL
230
Rothschild Investment LLC
Illinois
$114K +$107K +2,800 New
CFD
231
Creative Financial Designs
Indiana
$106K -$3.02K -79 -3%
VCM
232
Viewpoint Capital Management
Washington
$84.6K
LCM
233
Logan Capital Management
Pennsylvania
$81.4K
JWA
234
JFS Wealth Advisors
Pennsylvania
$70.4K +$77 +2 +0.1%
JEST
235
JTC Employer Solutions Trustee
Jersey
$68K
TFG
236
Team Financial Group
California
$66.8K -$1.15K -30 -2%
LB
237
Legacy Bridge
Iowa
$65.1K -$57.4K -1,500 -48%
CFGS
238
Concourse Financial Group Securities
Alabama
$51.5K
AIC
239
Archer Investment Corporation
Indiana
$50.9K
RG
240
Retirement Group
California
$50.5K
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$50.1K
UCB
242
United Community Bank
South Carolina
$46.7K
SIS
243
Sound Income Strategies
Florida
$41.7K +$39.2K +1,024 New
CTWM
244
Cherry Tree Wealth Management
Minnesota
$41.4K -$7.73K -202 -17%
PA
245
Parallel Advisors
California
$34.9K -$766 -20 -2%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$34.6K -$23K -600 -41%
AIP
247
Ameritas Investment Partners
Nebraska
$32.3K -$957 -25 -3%
PTC
248
Private Trust Company
Ohio
$30.6K
ASN
249
Advisory Services Network
Georgia
$29K +$27.3K +712 New
SWM
250
Spire Wealth Management
Virginia
$25.5K +$689 +18 +3%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.