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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Truvestments Capital
Florida
$5K
HFA
252
HC Financial Advisors
California
$4K +$4K +93 New
WA
253
WestEnd Advisors
North Carolina
$3.5K +$3.4K +79 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$3K
MWM
255
Mascoma Wealth Management
New Hampshire
$3K +$2.5K +58 New
Franklin Resources
256
Franklin Resources
California
$2K -$25.8K -600 -92%
CFA
257
Carroll Financial Associates
North Carolina
$2K -$9.85K -229 -79%
OIA
258
Optimum Investment Advisors
Illinois
$2K
AIM
259
Anchor Investment Management
South Carolina
$1.86K -$1.33K -31 -42%
SBL
260
Sargent Bickham Lagudis
Colorado
$1K -$602 -14 -45%
BlackRock
261
BlackRock
New York
$1K -$258 -6 -32%
PGAM
262
Princeton Global Asset Management
New Jersey
$1K
RIM
263
Rockbridge Investment Management
New York
$1K +$1.33K +31 New
FGAM
264
Financial Gravity Asset Management
Texas
$206 -$688 -16 -76%
Citadel Advisors
265
Citadel Advisors
Florida
-$4.45M -103,470 Closed
RIA
266
Regal Investment Advisors
Michigan
-$1.73M -41,958 Closed
T
267
TRUADVICE
Florida
-$1.04M -24,921 Closed
SAM
268
SignalPoint Asset Management
Missouri
-$356K -8,643 Closed
FIM
269
Freedom Investment Management
Connecticut
-$342K -8,321 Closed
TSS
270
Two Sigma Securities
New York
-$318K -7,725 Closed
RFC
271
Regions Financial Corp
Alabama
-$269K -6,540 Closed
BBHC
272
Brown Brothers Harriman & Co
New York
-$137K -3,320 Closed
PFO
273
Pathstone Family Office
New Jersey
-$80K -1,942 Closed
CTFG
274
Capstone Triton Financial Group
Oklahoma
-$43K -1,040 Closed
FCH
275
Freestone Capital Holdings
Washington
-$41.5K -1,010 Closed

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.