WisdomTree Emerging Markets High Dividend Fund
260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.
58% more call options, than puts
Call options by funds: $3.43M | Put options by funds: $2.17M
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
23% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 75
11% more capital invested
Capital invested by funds: $1.05B → $1.16B (+$118M)
4% more funds holding
Funds holding: 251 → 260 (+9)
0.54% more ownership
Funds ownership: 52.57% → 53.12% (+0.54%)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$59.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.9M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.4M |
| 4 |
Morgan Stanley
New York
|
+$8.39M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.2M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$13.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.1M |
| 5 |
JWM
JGP Wealth Management
Bend,
Oregon
|
-$6.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCG
276
Ruggie Capital Group
Tavares,
Florida
| – | -$50K | -1,238 | Closed |
|
|
MOS
277
MGO One Seven
Beachwood,
Ohio
| – | -$39K | -979 | Closed |
|
|
SMFS
278
Squar Milner Financial Services
Irvine,
California
| – | -$26K | -650 | Closed |
|
|
KTC
279
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$26K | -638 | Closed |
|
|
EWM
280
Executive Wealth Management
Brighton,
Michigan
| – | -$8.64K | -200 | -98% |
|
|
WANY
281
Wealthspire Advisors (New York)
New York
| – | -$8K | -200 | Closed |
|
|
SIM
282
Sonora Investment Management
Tucson,
Arizona
| – | -$7K | -180 | Closed |
|
283
Simplex Trading
Chicago,
Illinois
| – | -$5K | -149 | Closed |
|
|
RFA
284
Reilly Financial Advisors
La Mesa,
California
| – | -$4K | -100 | Closed |
|
|
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -20 | Closed |
|
DEM Hedge Fund Activity: Q1 2019 in Review
260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.
- 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
- Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
- 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.
Based on aggregated 13F filings for Q1 2019.