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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Advisornet Financial
Minnesota
$8.37K
ADL
277
Asset Dedication LLC
California
$8K
CAL
278
Capital Advisors Ltd
Ohio
$8K
WWM
279
Wolff Wiese Magana
California
$7.49K
NA
280
NewEdge Advisors
Louisiana
$7.16K
WIA
281
Wetzel Investment Advisors
Indiana
$6.59K
ACA
282
Aptus Capital Advisors
Alabama
$6.11K -$1.18K -29 -17%
LI
283
LRI Investments
Florida
$5.85K +$5.71K +140 New
BCMLT
284
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.12K +$41 +1 +0.8%
TAM
285
Tucker Asset Management
Colorado
$4.43K
HR
286
Howe & Rusling
New York
$4.39K
KWAG
287
Kiely Wealth Advisory Group
North Carolina
$4.22K
FGAM
288
Financial Gravity Asset Management
Texas
$3.88K -$34.9K -856 -90%
RFG
289
REAP Financial Group
Texas
$3.26K -$7.38K -181 -70%
WP
290
WealthShield Partners
North Carolina
$3.26K
HFS
291
Hantz Financial Services
Michigan
$3K +$3.3K +81 New
CTC
292
Central Trust Company
Missouri
$2.72K
OIA
293
Optimum Investment Advisors
Illinois
$2.34K
IF
294
Integrity Financial
Wyoming
$2.3K +$2.24K +55 New
SAM
295
Smartleaf Asset Management
Massachusetts
$1.42K
FWM
296
FSA Wealth Management
Massachusetts
$1.17K
IGWM
297
ICA Group Wealth Management
Colorado
$920 -$41 -1 -4%
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$837 -$1.19M -29,177 -100%
PGAM
299
Princeton Global Asset Management
New Jersey
$628
Russell Investments Group
300
Russell Investments Group
United Kingdom
$42

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.