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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
JGP Wealth Management
Oregon
$6.65M -$4.83M -117,821 -42%
RJA
27
Raymond James & Associates
Florida
$6.57M -$750K -18,305 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$6.02M +$4.92M +120,120 +403%
LFG
29
Larson Financial Group
Missouri
$5.61M +$773K +18,865 +16%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$5.38M +$350K +8,543 +7%
MA
31
Menlo Advisors
California
$5.21M -$61.7K -1,505 -1%
MFS
32
McNamara Financial Services
Massachusetts
$4.98M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.67M -$586K -14,307 -11%
LPL Financial
34
LPL Financial
California
$4.62M +$136K +3,308 +3%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$4.44M +$1.34M +32,782 +42%
GIM
36
Guild Investment Management
California
$4.43M +$4.27M +104,140 +1,650%
FCH
37
Freestone Capital Holdings
Washington
$4.11M +$2.91M +71,050 +227%
UBS AM
38
UBS AM
Illinois
$4.1M +$21.2K +518 +0.5%
PV
39
Private Vista
Illinois
$3.53M -$330K -8,041 -8%
CCA
40
Clearwater Capital Advisors
Illinois
$3.46M -$596K -14,531 -14%
HR
41
Howe & Rusling
New York
$3.45M +$1.22M +29,679 +53%
BlackRock
42
BlackRock
New York
$3.22M
NWP
43
Northstar Wealth Partners
Connecticut
$3.04M +$201K +4,901 +7%
EAM
44
Evanson Asset Management
California
$2.98M -$86.8K -2,117 -3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.82M -$851K -20,753 -23%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.79M +$14.7K +359 +0.5%
S
47
Surevest
California
$2.77M +$2.82M +68,897 New
JP Morgan Chase
48
JP Morgan Chase
New York
$2.71M +$77.8K +1,899 +3%
PA
49
Parkside Advisors
California
$2.68M +$409K +9,978 +18%
SMG
50
Smart Money Group
Texas
$2.59M -$395K -9,640 -13%

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.