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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$205K -$94.8K -2,187 -32%
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$205K +$202K +4,656 New
SWA
228
Sax Wealth Advisors
New Jersey
$204K +$201K +4,635 New
AWM
229
Avior Wealth Management
Nebraska
$198K -$13.7K -315 -6%
FCA
230
FinTrust Capital Advisors
South Carolina
$185K
GRP
231
Global Retirement Partners
California
$170K -$5.72K -132 -3%
CFD
232
Creative Financial Designs
Indiana
$152K +$4.51K +104 +3%
CA
233
Continuum Advisory
Idaho
$149K
SIS
234
Strategic Investment Solutions
Illinois
$128K -$10.8K -250 -8%
HI
235
Harbour Investments
Wisconsin
$108K -$32.1K -741 -23%
CWC
236
Carolinas Wealth Consulting
North Carolina
$107K -$11.8K -272 -10%
GWM
237
Geneos Wealth Management
Colorado
$101K -$10.8K -250 -10%
TSMHT
238
Thurston Springer Miller Herd & Titak
Indiana
$96.4K +$347 +8 +0.4%
FAM
239
Family Asset Management
South Carolina
$93.3K
William Blair & Company
240
William Blair & Company
Illinois
$90.9K -$89K -2,054 -50%
LCM
241
Logan Capital Management
Pennsylvania
$88K
FHA
242
First Horizon Advisors
Tennessee
$87.3K +$86K +1,984 New
ACA
243
Aptus Capital Advisors
Alabama
$87.1K +$9.06K +209 +12%
CA
244
CoreCap Advisors
Michigan
$79.4K
JEST
245
JTC Employer Solutions Trustee
Jersey
$74K
LB
246
Legacy Bridge
Iowa
$70.4K
CFGS
247
Concourse Financial Group Securities
Alabama
$55.7K
JWA
248
JFS Wealth Advisors
Pennsylvania
$55.4K -$2.77K -64 -5%
AIC
249
Archer Investment Corporation
Indiana
$55K
SWM
250
Spire Wealth Management
Virginia
$54.8K

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.