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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
226
Citadel Advisors
Florida
$139K -$1.17M -27,163 -89%
HI
227
Harbour Investments
Wisconsin
$139K +$2.97K +69 +2%
SIS
228
Strategic Investment Solutions
Illinois
$137K +$135K +3,150 New
CWC
229
Carolinas Wealth Consulting
North Carolina
$117K
RIA
230
Realta Investment Advisors
Delaware
$112K -$4.9K -114 -4%
GWM
231
Geneos Wealth Management
Colorado
$110K
TSMHT
232
Thurston Springer Miller Herd & Titak
Indiana
$94.6K +$93.8K +2,183 New
FAM
233
Family Asset Management
South Carolina
$91.9K +$91.2K +2,121 New
LCM
234
Logan Capital Management
Pennsylvania
$86.6K
Jones Financial Companies
235
Jones Financial Companies
Missouri
$83.8K +$83.2K +1,935 New
CA
236
CoreCap Advisors
Michigan
$78.1K -$13K -303 -14%
ACA
237
Aptus Capital Advisors
Alabama
$76.7K +$69.8K +1,625 +1,113%
JEST
238
JTC Employer Solutions Trustee
Jersey
$73K
LB
239
Legacy Bridge
Iowa
$69.3K
PTC
240
Private Trust Company
Ohio
$66.4K -$1.59K -37 -2%
JWA
241
JFS Wealth Advisors
Pennsylvania
$57.3K -$17.5K -408 -24%
CFGS
242
Concourse Financial Group Securities
Alabama
$54.8K
AIC
243
Archer Investment Corporation
Indiana
$54.1K
SWM
244
Spire Wealth Management
Virginia
$53.9K +$25.3K +588 +89%
FFA
245
Farther Finance Advisors
California
$48.1K +$37.2K +866 +359%
CTWM
246
Cherry Tree Wealth Management
Minnesota
$44.1K
MG
247
Mather Group
Illinois
$39.5K +$40.6K +945 New
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$36.8K
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$35.8K +$3.78K +88 +12%
FW
250
Fairway Wealth
Ohio
$34.6K

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.