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WisdomTree Emerging Markets High Dividend Fund

241 hedge funds and large institutions have $937M invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 72

0.68% more ownership

Funds ownership: 58.61%59.29% (+0.68%)

5% less funds holding

Funds holding: 253241 (-12)

13% less capital invested

Capital invested by funds: $1.08B → $937M (-$138M)

27% less call options, than puts

Call options by funds: $776K | Put options by funds: $1.07M

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
94
Reduced
72
Closed
30
Calls
$776K
Puts
$1.07M
Net Calls
-$290K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
FT
251
Fiduciary Trust
Massachusetts
-$350K -9,442 Closed
RIG
252
Roosevelt Investment Group
New York
-$301K -8,133 Closed
HSA
253
HBK Sorce Advisory
Pennsylvania
-$281K -7,575 Closed
Truist Financial
254
Truist Financial
North Carolina
-$224K -6,048 Closed
PP
255
Prudential plc
United Kingdom
-$222K -6,000 Closed
VC
256
Vicus Capital
Pennsylvania
-$218K -5,877 Closed
IWM
257
IHT Wealth Management
Illinois
-$217K -5,855 Closed
AP
258
Americana Partners
Texas
-$209K -5,670 Closed
DC
259
Davenport & Co
Virginia
-$208K -5,614 Closed
RIM
260
Rockbridge Investment Management
New York
-$177K -4,789 Closed
AW
261
ACG Wealth
Georgia
-$176K -4,742 Closed
CA
262
CoreCap Advisors
Michigan
-$125K -3,381 Closed
GLLW
263
Graves Light Lenhart Wealth
Virginia
-$77K -2,072 Closed
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
-$26K -706 Closed
MIM
265
Macroview Investment Management
Maryland
-$24K -642 Closed
BMD
266
Better Money Decisions
New Mexico
-$15K -400 Closed
COCM
267
Charter Oak Capital Management
New Hampshire
-$15K -350 Closed
CWP
268
Concord Wealth Partners
Virginia
-$12K -336 Closed
WB
269
Webster Bank
Connecticut
-$12K -325 Closed
SSB
270
Sandy Spring Bank
Maryland
-$6K -175 Closed
GFP
271
Gryphon Financial Partners
Ohio
-$2K -65 Closed

DEM Hedge Fund Activity: Q3 2022 in Review

241 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2022, worth a combined $937M — down 13% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of DEM and 21 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 94 added.

The largest buyer was Ameriprise, adding an estimated $18.6M. The largest seller was Citadel Advisors, cutting an estimated $22.5M.

  • 241 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2022, down from 253 in Q2 2022.
  • Funds reported $937M of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 21 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2022 and 30 closed out, a net change of -9 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2022 was Ameriprise, an estimated $18.6M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2022 was Citadel Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2022.