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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
VAG
301
VisionPoint Advisory Group
Texas
$7 -$41 -1 Closed
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
-$14.8M -363,174 Closed
BWM
303
BKM Wealth Management
Wisconsin
-$185K -134,042 Closed
FTUS
304
Flow Traders U.S.
New York
-$4.91M -120,739 Closed
CC
305
Cornerstone Capital
California
-$1.11M -27,360 Closed
Goldman Sachs
306
Goldman Sachs
New York
-$862K -21,200 Closed
Mariner
307
Mariner
Kansas
-$655K -16,107 Closed
CCM
308
Cullen Capital Management
New York
-$651K -16,000 Closed
SAG
309
SageView Advisory Group
California
-$423K -10,570 Closed
SCM
310
Saxony Capital Management
Missouri
-$412K -10,138 Closed
SAM
311
Sawgrass Asset Management
Florida
-$373K -9,170 Closed
TBWA
312
Three Bridge Wealth Advisors
California
-$320K -7,857 Closed
AC
313
AlphaCore Capital
California
-$311K -7,637 Closed
CFA
314
Cahill Financial Advisors
Minnesota
-$271K -6,669 Closed
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
-$258K -6,352 Closed
PWP
316
Principle Wealth Partners
Connecticut
-$204K -5,010 Closed
TFG
317
Team Financial Group
California
-$66.8K -1,642 Closed
SIS
318
Sound Income Strategies
Florida
-$41.7K -1,024 Closed
ASN
319
Advisory Services Network
Georgia
-$29K -712 Closed
RA
320
Rise Advisors
New York
-$19.9K -489 Closed
Jones Financial Companies
321
Jones Financial Companies
Missouri
-$12.2K -299 Closed
CWP
322
Concord Wealth Partners
Virginia
-$8.54K -210 Closed
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
-$2.52K -62 Closed
AA
324
Ancora Advisors
Ohio
-$2.08K -51 Closed
GWSA
325
Global Wealth Strategies & Associates
Colorado
-$36 -1 Closed

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.