WisdomTree Emerging Markets High Dividend Fund
262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.
71% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $1.66M
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
11% more capital invested
Capital invested by funds: $937M → $1.04B (+$101M)
1% more funds holding
Funds holding: 260 → 262 (+2)
0.12% more ownership
Funds ownership: 53.73% → 53.85% (+0.12%)
1% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 86
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.88M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.96M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
-$12.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$5.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.45M |
| 5 |
AssetMark Inc
Concord,
California
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
276
Tortoise Investment Management
White Plains,
New York
| – | -$29K | -700 | Closed |
|
277
Lazard Asset Management
New York
| – | -$21K | -519 | Closed |
|
|
TIAM2
278
Tru Independence Asset Management 2
Portland,
Oregon
| – | -$12K | -300 | Closed |
|
|
TPWA
279
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$10K | -263 | Closed |
|
|
SC
280
Steph & Co
Marinette,
Wisconsin
| – | -$10K | -232 | Closed |
|
|
HWA
281
HCR Wealth Advisors
Los Angeles,
California
| – | -$8K | -200 | Closed |
|
|
TAM
282
Tucker Asset Management
Littleton,
Colorado
| – | -$4.73K | -115 | Closed |
|
|
MIM
283
Merrion Investment Management
Cranford,
New Jersey
| – | -$4K | -92 | Closed |
|
|
PFBT
284
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2K | -57 | Closed |
|
|
BAM
285
Bellevue Asset Management
Bellevue,
Washington
| – | -$1K | -29 | Closed |
|
|
DAC
286
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$1K | -18 | Closed |
|
|
BHWM
287
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$1K | -17 | Closed |
|
288
Simplex Trading
Chicago,
Illinois
| – | +$128K | +2,981 | +53% |
|
DEM Hedge Fund Activity: Q1 2021 in Review
262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.
- 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
- Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
- 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2021.