We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund
DEM

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297 → 304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03% → 62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
–
Net Calls
+$216K
Net Calls Change
+$125K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.9M
2
Mariner
Mariner
Kansas
+$7.64M
3
Bank of America
Bank of America
North Carolina
+$6.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.78M
5
P
&Partners
Tennessee
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.88M
2
KAS
Kestra Advisory Services
Texas
-$7.3M
3
Creative Planning
Creative Planning
Kansas
-$3.26M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.04M
5
PWAC
Private Wealth Advisors (California)
California
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Darwin Wealth Management
Florida
$660 +$650 +15 New
FAM
302
Flaharty Asset Management
Florida
$616 +$607 +14 New
DFA
303
DHJJ Financial Advisors
Illinois
$441 +$347 +8 +400%
KSWA
304
Kathleen S. Wright Associates
Pennsylvania
$367 – – –
Russell Investments Group
305
Russell Investments Group
United Kingdom
$44 – – –
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
– -$3.04M -70,191 Closed
WP
307
WealthPLAN Partners
Nebraska
– -$1.74M -40,156 Closed
JCM
308
Janney Capital Management
Pennsylvania
– -$1.6M -36,904 Closed
BWM
309
Birchcreek Wealth Management
Ohio
– -$663K -15,307 Closed
GCP
310
GSA Capital Partners
United Kingdom
– -$568K -13,120 Closed
B
311
Barings
North Carolina
– -$436K -10,076 Closed
SPC
312
Sigma Planning Corp
Michigan
– -$400K -9,238 Closed
IA
313
IFG Advisory
Georgia
– -$283K -6,538 Closed
AIFAIM
314
American Institute for Advanced Investment Management
Arizona
– -$221K -5,112 Closed
RWMG
315
Redwood Wealth Management Group
New Jersey
– -$160K -3,688 Closed
IAIM
316
International Assets Investment Management
Florida
– -$149K -3,445 Closed
RIA
317
Realta Investment Advisors
Delaware
– -$112K -2,595 Closed
GA
318
GFS Advisors
Texas
– -$2.32M -1,510 Closed
MG
319
Mather Group
Illinois
– -$39.5K -945 Closed
PA
320
Parallel Advisors
California
– -$19.5K -450 Closed
SS
321
Sunbelt Securities
Texas
– -$13.2K -304 Closed
CAL
322
Capital Advisors Ltd
Ohio
– -$9K -200 Closed
GWSG
323
GPS Wealth Strategies Group
Colorado
– -$8.66K -200 Closed
WIA
324
Wetzel Investment Advisors
Indiana
– -$6.69K -160 Closed
HPC
325
HM Payson & Co
Maine
– -$4.38K -101 Closed
10 11 12
13
14

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.