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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
CoreCap Advisors
Michigan
$61.9K -$11.6K -275 -15%
CFGS
252
Concourse Financial Group Securities
Alabama
$51.9K – – –
AIC
253
Archer Investment Corporation
Indiana
$50.6K – – –
SWM
254
Spire Wealth Management
Virginia
$50.4K – – –
HI
255
Human Investing
Oregon
$48.3K +$50.4K +1,193 New
LAMC
256
Longview Asset Management (California)
California
$44.7K +$46.6K +1,103 New
CA
257
Clearstead Advisors
Ohio
$42.7K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$41.3K -$10.1K -238 -19%
CTWM
259
Cherry Tree Wealth Management
Minnesota
$41.2K – – –
FW
260
Fairway Wealth
Ohio
$32.4K – – –
NWMP
261
Noble Wealth Management PBC
Colorado
$32.4K +$33.8K +800 New
SIM
262
Synergy Investment Management
Florida
$30.8K +$32.1K +760 New
AIP
263
Ameritas Investment Partners
Nebraska
$30.6K – – –
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3K +$25.4K +600 New
WSFS
265
Wilmington Savings Fund Society
Delaware
$23.5K -$254 -6 -1%
VCM
266
Viewpoint Capital Management
Washington
$23.5K – – –
BSB
267
Bangor Savings Bank
Maine
$22.7K – – –
PFBT
268
Parkside Financial Bank & Trust
Missouri
$22.4K – – –
CT
269
Colonial Trust
South Carolina
$21.4K – – –
CFB
270
Cullen/Frost Bankers
Texas
$18.6K – – –
HWM
271
HighMark Wealth Management
Minnesota
$18.6K +$85 +2 +0.4%
CIAS
272
Capital Investment Advisory Services
North Carolina
$17.9K – – –
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$17.7K -$11.8K -279 -39%
CBT
274
CoreFirst Bank & Trust
Kansas
$17.4K – – –
UCB
275
United Community Bank
South Carolina
$17.2K – – –
9 10
11
12 13

DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.