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WisdomTree Emerging Markets High Dividend Fund

244 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.31% more ownership

Funds ownership: 50.95%52.26% (+1.3%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 243244 (+1)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.63M)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

39% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.78M

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
29
Increased
73
Reduced
84
Closed
28
Calls
$1.71M
Puts
$2.78M
Net Calls
-$1.07M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.71M +$105K +2,405 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$5.48M +$276K +6,340 +5%
LFG
28
Larson Financial Group
Missouri
$5.27M +$95.9K +2,205 +2%
MFS
29
McNamara Financial Services
Massachusetts
$4.98M -$37.9K -871 -0.8%
LPL Financial
30
LPL Financial
California
$4.88M +$337K +7,740 +7%
CLA
31
Cranberry Lake Advisors
Texas
$4.79M
UBS AM
32
UBS AM
Illinois
$4.44M -$183K -4,213 -4%
CCA
33
Clearwater Capital Advisors
Illinois
$4.4M -$16.6K -382 -0.4%
PV
34
Private Vista
Illinois
$4.19M -$831K -19,096 -17%
CI
35
CX Institutional
Indiana
$4.13M +$130K +2,981 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.98M +$106K +2,447 +3%
CAI
37
Capital Advisors Inc
Oklahoma
$3.82M -$298K -6,855 -7%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$3.61M +$3.59M +82,620 New
BlackRock
39
BlackRock
New York
$3.5M
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$3.4M +$218K +5,010 +7%
EAM
41
Evanson Asset Management
California
$3.33M -$110K -2,523 -3%
SMG
42
Smart Money Group
Texas
$3.24M +$316K +7,269 +11%
BFG
43
Beacon Financial Group
Texas
$3.24M +$1.12M +25,710 +53%
NWP
44
Northstar Wealth Partners
Connecticut
$3.1M +$435K +9,995 +16%
CT
45
CPF Texas
Texas
$3.09M +$24K +551 +0.8%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.01M -$2.83K -65 -0.1%
CA
47
Cetera Advisors
Colorado
$2.87M +$697K +16,010 +32%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.86M -$326K -7,501 -10%
OMC
49
Old Mission Capital
Illinois
$2.83M -$12.5M -286,883 -82%
CVM
50
Cheviot Value Management
California
$2.77M -$5.87K -135 -0.2%

DEM Hedge Fund Activity: Q3 2018 in Review

244 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2018, worth a combined $1.02B — down 0.64% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DEM positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $7.08M. The largest seller was Citadel Advisors, cutting an estimated $15.4M.

  • 244 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2018, down 0.64% quarter-over-quarter.
  • 29 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $7.08M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2018 was Citadel Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.