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WisdomTree Emerging Markets High Dividend Fund
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Overview Fund Activity

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.18M
Net Calls
+$1.25M
Net Calls Change
+$1.85M

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$70.3M
2
Wells Fargo
2
Wells Fargo
California
$91.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$130M
5
LPL Financial
5
LPL Financial
California
$13.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$47.7M
2
AL
2
Aspiriant LLC
California
$13.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
HNB
5
Huntington National Bank
Ohio
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
26
GM Advisory Group
New York
$7.53M -$1.65M -37,699 -18%
CI
27
CX Institutional
Indiana
$7M +$6.49M +148,046 +1,276%
LFG
28
Larson Financial Group
Missouri
$6.72M +$603K +13,753 +10%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$6.68M +$1.83M +41,808 +38%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$6.27M +$1.17M +26,599 +23%
UCFA
31
United Capital Financial Advisors
Texas
$5.98M -$2.78M -63,387 -32%
MA
32
Menlo Advisors
California
$5.78M +$89K +2,030 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.69M -$182K -4,158 -3%
MFS
34
McNamara Financial Services
Massachusetts
$4.55M -$23.6K -588 -0.5%
UBS AM
35
UBS AM
Illinois
$4.47M -$5.74K -131 -0.1%
PWPCM
36
Perella Weinberg Partners Capital Management
New York
$4.08M +$4.08M +93,152 New
HR
37
Howe & Rusling
New York
$4.08M +$311K +7,095 +8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.91M +$826K +18,846 +27%
MWC
39
MKD Wealth Coaches
Michigan
$3.83M +$3.83M +87,310 New
S
40
Surevest
California
$3.64M +$618K +14,097 +20%
CCA
41
Clearwater Capital Advisors
Illinois
$3.56M -$223K -5,096 -6%
Stifel Financial
42
Stifel Financial
Missouri
$3.55M +$1.31M +29,890 +59%
BlackRock
43
BlackRock
New York
$3.51M – – –
NWP
44
Northstar Wealth Partners
Connecticut
$3.51M +$187K +4,265 +6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3.31M +$274K +6,240 +9%
PV
46
Private Vista
Illinois
$3.13M -$719K -16,396 -19%
EGWAG
47
Elwood & Goetz Wealth Advisory Group
Georgia
$3.08M +$500K +11,407 +19%
Citadel Advisors
48
Citadel Advisors
Florida
$3.03M +$3.03M +69,154 New
CVM
49
Cheviot Value Management
California
$3M +$247K +5,627 +9%
EAM
50
Evanson Asset Management
California
$3M -$260K -5,931 -8%
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