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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.47K -$8.89K -200 -62%
NFSG
252
Newbridge Financial Services Group
Florida
$5K +$44 +1 +0.8%
CCM
253
Cribstone Capital Management
Maine
$5K +$89 +2 +2%
BCMLT
254
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.71K +106 New
HA
255
Herold Advisors
New York
$4.38K +$4.44K +100 New
OC
256
Oakworth Capital
Alabama
$4K
BA
257
Bellwether Advisors
Nebraska
$3K
C
258
Covestor
United Kingdom
$3K
MWM
259
Mascoma Wealth Management
New Hampshire
$3K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$3K
Franklin Resources
261
Franklin Resources
California
$2K
SBL
262
Sargent Bickham Lagudis
Colorado
$2K +$533 +12 +38%
JIR
263
James Investment Research
Ohio
$2K +$1.96K +44 New
TFP
264
Tilia Fiduciary Partners
North Carolina
$1K -$4.84K -109 -84%
PGAM
265
Princeton Global Asset Management
New Jersey
$1K
FGAM
266
Financial Gravity Asset Management
Texas
$214 +$44 +1 +2%
AMAL
267
Asset Management Advisors LLC
Oklahoma
-$3.56M -82,170 Closed
MA
268
Menlo Advisors
California
-$3.53M -81,585 Closed
BP
269
Ballentine Partners
Massachusetts
-$1M -23,191 Closed
ATC
270
Argent Trust Co
Tennessee
-$688K -15,862 Closed
EFS
271
Econ Financial Services
Pennsylvania
-$541K -12,477 Closed
MPW
272
MA Private Wealth
California
-$354K -8,183 Closed
GAG
273
GM Advisory Group
New York
-$304K -7,019 Closed
AI
274
Accredited Investors
Minnesota
-$300K -6,933 Closed
AP
275
Americana Partners
Texas
-$245K -5,670 Closed

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.