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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$30.9K -$20.1K -494 -40%
SWM
252
Spire Wealth Management
Virginia
$27.5K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$25.1K
CT
254
Colonial Trust
South Carolina
$24.3K -$1.18K -29 -5%
BBHC
255
Brown Brothers Harriman & Co
New York
$24K +$23.4K +574 New
BSB
256
Bangor Savings Bank
Maine
$23.5K
CIAS
257
Capital Investment Advisory Services
North Carolina
$18.5K
HWM
258
HighMark Wealth Management
Minnesota
$18.4K +$82 +2 +0.5%
CBT
259
CoreFirst Bank & Trust
Kansas
$18K
UCB
260
United Community Bank
South Carolina
$17.8K -$29.4K -722 -63%
MA
261
Montag & Associates
Georgia
$15.7K
FFA
262
Frazier Financial Advisors
Ohio
$14.9K
AF
263
Allworth Financial
California
$14.8K +$9.46K +232 +190%
Deutsche Bank
264
Deutsche Bank
Germany
$14.6K +$13.3K +325 +1,300%
CP
265
Castleview Partners
Texas
$14.1K
CPG
266
Cornerstone Planning Group
New Jersey
$14K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$13.7K +$13.4K +328 New
SS
268
Sunbelt Securities
Texas
$12.7K -$571 -14 -4%
WT
269
Whittier Trust
California
$12.6K -$6.12K -150 -33%
GWSG
270
GPS Wealth Strategies Group
Colorado
$12.6K
Franklin Resources
271
Franklin Resources
California
$12.4K -$612 -15 -5%
AIM
272
Anchor Investment Management
South Carolina
$10.5K
FFA
273
Farther Finance Advisors
California
$10K
FFA
274
Founders Financial Alliance
North Carolina
$9.58K
TRCT
275
Tower Research Capital (TRC)
New York
$9.5K +$489 +12 +6%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.