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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
SFS
326
Sowell Financial Services
Arkansas
– -$460K -10,441 Closed
BWP
327
Baldwin Wealth Partners
Massachusetts
– -$381K -8,653 Closed
BDWCC
328
B&D White Capital Company
Texas
– -$336K -7,632 Closed
CA
329
Calton & Associates
Florida
– -$309K -7,019 Closed
SC
330
Savant Capital
Illinois
– -$298K -6,776 Closed
SC
331
Sykon Capital
New York
– -$294K -6,685 Closed
MFG
332
Merit Financial Group
Georgia
– -$264K -5,999 Closed
CAM
333
Cresset Asset Management
Illinois
– -$262K -5,946 Closed
FCM
334
Fourpath Capital Management
Oklahoma
– -$246K -5,587 Closed
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
– -$230K -5,229 Closed
SMC
336
Smith, Moore & Co
Missouri
– -$217K -4,926 Closed
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
– -$205K -4,656 Closed
SWA
338
Sax Wealth Advisors
New Jersey
– -$204K -4,635 Closed
FHA
339
First Horizon Advisors
Tennessee
– -$87.3K -1,984 Closed
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
– -$26.4K -600 Closed
EWA
341
EverSource Wealth Advisors
Alabama
– -$24.2K -550 Closed
MCM
342
MV Capital Management
Maryland
– -$11.6K -264 Closed
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$5.6K -127 Closed
HR
344
Howe & Rusling
New York
– -$4.62K -105 Closed
JIP
345
Jaffetilchin Investment Partners
Florida
– -$880 -20 Closed
DWM
346
Darwin Wealth Management
Florida
– -$660 -15 Closed
FAM
347
Flaharty Asset Management
Florida
– -$616 -14 Closed
KSWA
348
Kathleen S. Wright Associates
Pennsylvania
– -$367 -8 Closed
10 11 12 13
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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.