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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$107K +2,438 +2%
BIM
27
Bridgecreek Investment Management
Oklahoma
$6.06M +$5.84M +133,675 New
MFS
28
McNamara Financial Services
Massachusetts
$5.45M -$25.8K -591 -0.5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.35M -$416K -9,514 -7%
UBS AM
30
UBS AM
Illinois
$5.05M +$151K +3,460 +3%
CLA
31
Cranberry Lake Advisors
Texas
$4.97M +$37.4K +855 +0.8%
BFG
32
Beacon Financial Group
Texas
$4.84M +$61.6K +1,410 +1%
LPL Financial
33
LPL Financial
California
$4.58M +$462K +10,566 +12%
CCA
34
Clearwater Capital Advisors
Illinois
$4.33M +$15.6K +358 +0.4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.25M +$6.38K +146 +0.2%
EAM
36
Evanson Asset Management
California
$4.02M -$42.7K -978 -1%
CP
37
Camelot Portfolios
Ohio
$4M -$47.8K -1,093 -1%
BlackRock
38
BlackRock
New York
$3.63M
MA
39
Menlo Advisors
California
$3.38M -$3.93K -90 -0.1%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$3.35M +$716K +16,394 +28%
TFS
41
TrustCore Financial Services
Tennessee
$2.89M +$2.78M +63,716 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.85M -$319K -7,305 -10%
G
43
GenTrust
Florida
$2.79M -$510K -11,681 -16%
PA
44
Parkside Advisors
California
$2.75M -$65.6K -1,501 -2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.63M +$210K +4,814 +9%
SPIA
46
Steward Partners Investment Advisory
New York
$2.6M +$139K +3,185 +6%
CT
47
CPF Texas
Texas
$2.51M +$2.42M +55,336 New
JP Morgan Chase
48
JP Morgan Chase
New York
$2.44M +$658K +15,068 +39%
HR
49
Howe & Rusling
New York
$2.4M -$574K -13,139 -20%
MWM
50
Mission Wealth Management
California
$2.29M +$262K +5,996 +14%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.