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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
276
Asset Dedication LLC
California
$8K
CAL
277
Capital Advisors Ltd
Ohio
$8K
WWM
278
Wolff Wiese Magana
California
$7.28K
ACA
279
Aptus Capital Advisors
Alabama
$7.12K +$6.7K +175 New
WIA
280
Wetzel Investment Advisors
Indiana
$7K +$6.12K +160 New
NA
281
NewEdge Advisors
Louisiana
$6.96K -$61.8K -1,614 -90%
AF
282
Allworth Financial
California
$4.96K
BCMLT
283
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.53K +$153 +4 +3%
TAM
284
Tucker Asset Management
Colorado
$4.31K
HR
285
Howe & Rusling
New York
$4.27K +$4.02K +105 New
KWAG
286
Kiely Wealth Advisory Group
North Carolina
$3.99K +$3.83K +100 New
WP
287
WealthShield Partners
North Carolina
$3.17K
CTC
288
Central Trust Company
Missouri
$2.65K +$2.49K +65 New
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$2.52K
OIA
290
Optimum Investment Advisors
Illinois
$2.28K
AA
291
Ancora Advisors
Ohio
$2.08K -$3.83K -100 -66%
SAM
292
Smartleaf Asset Management
Massachusetts
$1.38K +$1.3K +34 New
Deutsche Bank
293
Deutsche Bank
Germany
$1.02K -$10.5K -275 -92%
FWM
294
FSA Wealth Management
Massachusetts
$1K +$1.07K +28 New
IGWM
295
ICA Group Wealth Management
Colorado
$936 +$880 +23 New
PGAM
296
Princeton Global Asset Management
New Jersey
$610
AWM
297
Avior Wealth Management
Nebraska
$155 -$259K -6,765 -99%
Russell Investments Group
298
Russell Investments Group
United Kingdom
$41 -$23.3K -608 -100%
GWSA
299
Global Wealth Strategies & Associates
Colorado
$36
VAG
300
VisionPoint Advisory Group
Texas
$6 +$38 +1 New

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.