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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$134K +$130K +3,195 New
HI
227
Harbour Investments
Wisconsin
$131K -$6.4K -157 -5%
RIL
228
Rothschild Investment LLC
Illinois
$126K +$8.16K +200 +7%
RIA
229
Realta Investment Advisors
Delaware
$113K +$110K +2,709 New
CWC
230
Carolinas Wealth Consulting
North Carolina
$113K -$50.8K -1,245 -32%
Lazard Asset Management
231
Lazard Asset Management
New York
$111K -$387K -9,481 -78%
GWM
232
Geneos Wealth Management
Colorado
$107K -$10.2K -250 -9%
AWM
233
Avior Wealth Management
Nebraska
$101K +$97.9K +2,400 +2,376%
CA
234
CoreCap Advisors
Michigan
$88.2K +$85.9K +2,107 New
VCM
235
Viewpoint Capital Management
Washington
$87K
LCM
236
Logan Capital Management
Pennsylvania
$83.7K
JWA
237
JFS Wealth Advisors
Pennsylvania
$72.4K +$41 +1 +0.1%
JEST
238
JTC Employer Solutions Trustee
Jersey
$70K
LB
239
Legacy Bridge
Iowa
$66.9K
PTC
240
Private Trust Company
Ohio
$65.7K +$33.4K +818 +109%
CFGS
241
Concourse Financial Group Securities
Alabama
$52.9K
AIC
242
Archer Investment Corporation
Indiana
$52.3K
CTWM
243
Cherry Tree Wealth Management
Minnesota
$42.6K
RG
244
Retirement Group
California
$42.4K -$9.3K -228 -18%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$39.8K +$18K +442 +87%
PA
246
Parallel Advisors
California
$35.9K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$35.6K
FW
248
Fairway Wealth
Ohio
$33.5K +$32.6K +800 New
PO
249
Private Ocean
California
$33.5K +$32.6K +800 New
AIP
250
Ameritas Investment Partners
Nebraska
$33.3K

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.