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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
251
Castleview Partners
Texas
$12.6K +$78 +2 +0.6%
SS
252
Sunbelt Securities
Texas
$11.9K
Franklin Resources
253
Franklin Resources
California
$11.7K
Jones Financial Companies
254
Jones Financial Companies
Missouri
$11.4K
TRCT
255
Tower Research Capital (TRC)
New York
$11.3K +$2.53K +65 +28%
Deutsche Bank
256
Deutsche Bank
Germany
$11.2K +$4.16K +107 +55%
GWSG
257
GPS Wealth Strategies Group
Colorado
$11.2K +$11.7K +300 New
AWM
258
Ameliora Wealth Management
Switzerland
$10.6K
AIM
259
Anchor Investment Management
South Carolina
$9.37K
FFA
260
Founders Financial Alliance
North Carolina
$8.58K
CWP
261
Concord Wealth Partners
Virginia
$7.87K
ANBT
262
American National Bank & Trust
Texas
$7.76K
AF
263
Advisornet Financial
Minnesota
$7.5K
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$7.5K +$7.78K +200 New
CAL
265
Capital Advisors Ltd
Ohio
$7K
WWM
266
Wolff Wiese Magana
California
$6.71K
ADL
267
Asset Dedication LLC
California
$6K -$272K -6,993 -97%
AA
268
Ancora Advisors
Ohio
$5.66K +$2.72K +70 +86%
HT
269
Headlands Technologies
Illinois
$5.06K -$194 -5 -4%
TWD
270
True Wealth Design
Ohio
$4.87K
AF
271
Allworth Financial
California
$4.57K
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.5K
TWM
273
Tradition Wealth Management
Minnesota
$4K
TAM
274
Tucker Asset Management
Colorado
$3.97K +$4.12K +106 New
WP
275
WealthShield Partners
North Carolina
$2.92K

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.