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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
Montag & Associates
Georgia
$15.2K – – –
FFA
277
Frazier Financial Advisors
Ohio
$14.5K -$6.46K -153 -30%
CPG
278
Cornerstone Planning Group
New Jersey
$14K +$42 +1 +0.3%
CP
279
Castleview Partners
Texas
$13.6K – – –
AWM
280
AE Wealth Management
Kansas
$13.1K +$13.6K +323 New
AG
281
AmeriFlex Group
Nevada
$13.1K +$13.4K +317 New
WT
282
Whittier Trust
California
$12.1K – – –
RWM
283
Rialto Wealth Management
New York
$11.9K +$12.4K +293 New
Franklin Resources
284
Franklin Resources
California
$10.6K -$423 -10 -4%
BTC
285
Bank & Trust Company
Illinois
$10.5K – – –
FFA
286
Founders Financial Alliance
North Carolina
$9.27K – – –
TRCT
287
Tower Research Capital (TRC)
New York
$8.99K +$296 +7 +3%
MA
288
MCF Advisors
Kentucky
$8.83K – – –
AF
289
Advisornet Financial
Minnesota
$8.1K – – –
LI
290
LRI Investments
Florida
$5.75K – – –
FGC
291
Financial Gravity Companies
Texas
$5.43K +$5.66K +134 New
AF
292
Allworth Financial
California
$5K – – –
CT
293
Caldwell Trust
Florida
$4.66K +$4.86K +115 New
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$4.35K -$9.3K -220 -67%
PSFG
295
Park Square Financial Group
Georgia
$4.21K +$4.39K +104 New
KWAG
296
Kiely Wealth Advisory Group
North Carolina
$4.15K – – –
GIA
297
GHP Investment Advisors
Colorado
$3.89K +$4.06K +96 New
PA
298
Parallel Advisors
California
$3.85K +$4.01K +95 New
FFA
299
Farther Finance Advisors
California
$3.24K -$43.4K -1,027 -93%
WP
300
WealthShield Partners
North Carolina
$3.16K – – –
10 11
12
13 14

DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.