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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
RFG
301
REAP Financial Group
Texas
$3K -$169 -4 -5%
ADL
302
Asset Dedication LLC
California
$2.83K -$4.65K -110 -61%
HIA
303
Harbor Investment Advisory
Maryland
$2.53K +$2.66K +63 New
OIA
304
Optimum Investment Advisors
Illinois
$2.27K – – –
GSWM
305
Golden State Wealth Management
California
$1.84K +$1.9K +45 New
TIM
306
Tortoise Investment Management
New York
$1.58K – – –
SAM
307
Smartleaf Asset Management
Massachusetts
$1.54K +$127 +3 +9%
WWM
308
Wolff Wiese Magana
California
$1.13K -$6.38K -151 -84%
FWM
309
FSA Wealth Management
Massachusetts
$1.13K – – –
VanEck Associates
310
VanEck Associates
New York
$1K – – –
GEA
311
Glen Eagle Advisors
New Jersey
$666 – – –
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$607 -$4.94K -117 -89%
PGAM
313
Princeton Global Asset Management
New Jersey
$607 – – –
NS
314
NBC Securities
Alabama
$477 -$494K -11,684 -100%
DFA
315
DHJJ Financial Advisors
Illinois
$405 – – –
BlackRock
316
BlackRock
New York
$88 +$85 +2 New
Russell Investments Group
317
Russell Investments Group
United Kingdom
$40 – – –
FPGK
318
Financial Partners Group (Kansas)
Kansas
– -$5.12M -116,394 Closed
DAS
319
Dynamic Advisor Solutions
Arizona
– -$1.84M -41,855 Closed
TW
320
Transform Wealth
Colorado
– -$1.83M -41,635 Closed
GIS
321
Grayhawk Investment Strategies
Alberta, Canada
– -$1.26M -28,650 Closed
ARC
322
Advisor Resource Council
Texas
– -$1.13M -25,635 Closed
FAT
323
First American Trust
California
– -$938K -21,303 Closed
AWM
324
Axxcess Wealth Management
California
– -$723K -16,418 Closed
Goldman Sachs
325
Goldman Sachs
New York
– -$559K -12,700 Closed
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.