We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.8M +$176K +4,033 +3%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$5.44M +$1.26M +28,927 +30%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.21M +$168K +3,848 +3%
BCI
29
Brinker Capital Investments
Pennsylvania
$4.9M -$810K -18,612 -14%
SFG
30
StrategIQ Financial Group
Indiana
$4.61M -$125K -2,860 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.58M +$1.84M +42,312 +67%
CVM
32
Cheviot Value Management
California
$4.32M -$84.6K -1,944 -2%
Stifel Financial
33
Stifel Financial
Missouri
$4.04M +$95.7K +2,198 +2%
MFS
34
McNamara Financial Services
Massachusetts
$3.86M -$8.71K -200 -0.2%
CNC
35
Canandaigua National Corp
New York
$3.84M +$146K +3,350 +4%
AMAL
36
Asset Management Advisors LLC
Oklahoma
$3.56M +$17.2K +395 +0.5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$3.55M -$1.01M -23,150 -22%
MA
38
Menlo Advisors
California
$3.53M -$240K -5,515 -6%
CI
39
CX Institutional
Indiana
$3.52M +$131K +3,009 +4%
EWM
40
Empirical Wealth Management
Washington
$3.35M +$256K +5,882 +8%
UCFA
41
United Capital Financial Advisors
Texas
$3.13M -$153K -3,524 -5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.13M -$338K -7,752 -10%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.08M +$2.43M +55,822 +363%
SWP
44
Stratos Wealth Partners
Ohio
$3.02M +$208K +4,777 +7%
AR
45
Apeiron RIA
Texas
$2.77M +$2.78M +63,821 New
HNB
46
Huntington National Bank
Ohio
$2.68M
RIA
47
Regal Investment Advisors
Michigan
$2.65M +$710K +16,317 +36%
HR
48
Howe & Rusling
New York
$2.5M -$2.39M -54,916 -49%
SPIA
49
Steward Partners Investment Advisory
New York
$2.42M +$198K +4,543 +9%
GA
50
GFS Advisors
Texas
$2.41M +$249K +5,717 +11%

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.