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WisdomTree Emerging Markets High Dividend Fund

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

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
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
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
26
GM Advisory Group
New York
$7.53M -$1.63M -37,699 -18%
CI
27
CX Institutional
Indiana
$7M +$6.4M +148,046 +1,276%
LFG
28
Larson Financial Group
Missouri
$6.72M +$594K +13,753 +10%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$6.68M +$1.81M +41,808 +38%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$6.27M +$1.15M +26,599 +23%
UCFA
31
United Capital Financial Advisors
Texas
$5.98M -$2.74M -63,387 -32%
MA
32
Menlo Advisors
California
$5.78M +$87.7K +2,030 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.69M -$180K -4,158 -3%
MFS
34
McNamara Financial Services
Massachusetts
$4.55M -$25.4K -588 -0.5%
UBS AM
35
UBS AM
Illinois
$4.47M -$5.66K -131 -0.1%
PWPCM
36
Perella Weinberg Partners Capital Management
New York
$4.08M +$4.02M +93,152 New
HR
37
Howe & Rusling
New York
$4.08M +$307K +7,095 +8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.91M +$814K +18,846 +27%
MWC
39
MKD Wealth Coaches
Michigan
$3.83M +$3.77M +87,310 New
S
40
Surevest
California
$3.64M +$609K +14,097 +20%
CCA
41
Clearwater Capital Advisors
Illinois
$3.56M -$220K -5,096 -6%
Stifel Financial
42
Stifel Financial
Missouri
$3.55M +$1.29M +29,890 +59%
BlackRock
43
BlackRock
New York
$3.51M
NWP
44
Northstar Wealth Partners
Connecticut
$3.51M +$184K +4,265 +6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3.31M +$270K +6,240 +9%
PV
46
Private Vista
Illinois
$3.13M -$708K -16,396 -19%
EGWAG
47
Elwood & Goetz Wealth Advisory Group
Georgia
$3.08M +$493K +11,407 +19%
Citadel Advisors
48
Citadel Advisors
Florida
$3.03M +$2.99M +69,154 New
CVM
49
Cheviot Value Management
California
$3M +$243K +5,627 +9%
EAM
50
Evanson Asset Management
California
$3M -$256K -5,931 -8%

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.