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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$8.71M +$189K +4,260 +2%
OMC
27
Old Mission Capital
Illinois
$7.67M -$6.02M -135,497 -44%
MCM
28
Mainstay Capital Management
Michigan
$6.97M +$7.07M +159,191 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$6.57M -$62K -1,396 -0.9%
JP Morgan Chase
30
JP Morgan Chase
New York
$6.37M +$518K +11,661 +9%
CNC
31
Canandaigua National Corp
New York
$5.67M +$1.82M +40,926 +46%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.59M +$339K +7,633 +6%
CI
33
CX Institutional
Indiana
$5.45M +$1.92M +43,193 +53%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$5.42M +$5.51M +123,898 New
SMF
35
Sterling Manor Financial
New York
$5.13M +$5.21M +117,208 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.85M +$1.28M +28,828 +35%
Stifel Financial
37
Stifel Financial
Missouri
$4.72M +$655K +14,731 +16%
SFG
38
StrategIQ Financial Group
Indiana
$4.68M +$21.3K +480 +0.5%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$4.65M -$859K -19,329 -15%
CVM
40
Cheviot Value Management
California
$4.15M -$215K -4,830 -5%
KAS
41
Kestra Advisory Services
Texas
$4.08M +$2.6M +58,475 +168%
RIA
42
Regal Investment Advisors
Michigan
$3.98M +$1.32M +29,750 +49%
MFS
43
McNamara Financial Services
Massachusetts
$3.89M -$15.3K -344 -0.4%
EWM
44
Empirical Wealth Management
Washington
$3.8M +$417K +9,378 +12%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$3.58M +$424K +9,537 +13%
BCI
46
Brinker Capital Investments
Pennsylvania
$3.45M -$1.53M -34,357 -30%
SWP
47
Stratos Wealth Partners
Ohio
$3.34M +$293K +6,595 +9%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$3.25M +$2.99M +67,198 +952%
TPCW
49
TD Private Client Wealth
New York
$3.13M +$1.5M +33,748 +89%
UCFA
50
United Capital Financial Advisors
Texas
$3.03M -$134K -3,021 -4%

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.