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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$2.32K
OIA
277
Optimum Investment Advisors
Illinois
$2.1K
PGAM
278
Princeton Global Asset Management
New Jersey
$562
FAM
279
Flaharty Asset Management
Florida
$525 +$544 +14 New
GWSA
280
Global Wealth Strategies & Associates
Colorado
$33
HW
281
Hamilton Wealth
California
-$11.3M -296,372 Closed
TW
282
Transform Wealth
Colorado
-$2.64M -68,897 Closed
OCM
283
One Capital Management
California
-$1.81M -47,381 Closed
FMP
284
Financial Management Professionals
Texas
-$1.49M -38,970 Closed
AWM
285
Aprio Wealth Management
Georgia
-$982K -25,669 Closed
RIL
286
Rothschild Investment LLC
Illinois
-$759K -19,830 Closed
SWM
287
SFG Wealth Management
Maryland
-$562K -14,673 Closed
BIP
288
Blueprint Investment Partners
North Carolina
-$510K -13,318 Closed
HF
289
HRT Financial
New York
-$364K -9,513 Closed
VAFP
290
Vahanian & Associates Financial Planning
New York
-$268K -7,000 Closed
VAS
291
Vestmark Advisory Solutions
Massachusetts
-$260K -6,782 Closed
Renaissance Technologies
292
Renaissance Technologies
New York
-$256K -6,697 Closed
BFEC
293
Benjamin F. Edwards & Company
Missouri
-$240K -6,262 Closed
VWA
294
V Wealth Advisors
Kansas
-$232K -6,056 Closed
WI
295
Wintrust Investments
Illinois
-$211K -5,517 Closed
FPB
296
First PREMIER Bank
South Dakota
-$72K -1,891 Closed
HFS
297
Hantz Financial Services
Michigan
-$42K -1,089 Closed
CWM
298
Cedar Wealth Management
California
-$38.3K -1,000 Closed
CFO
299
CVA Family Office
Colorado
-$23K -600 Closed
IRAG
300
Investment Research & Advisory Group
Georgia
-$21.7K -567 Closed

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.