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WisdomTree Emerging Markets High Dividend Fund

253 hedge funds and large institutions have $1.08B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 93 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $1M | Put options by funds: $841K

11% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 84

1.38% less ownership

Funds ownership: 59.99%58.61% (-1.4%)

4% less funds holding

Funds holding: 264253 (-11)

15% less capital invested

Capital invested by funds: $1.26B → $1.08B (-$189M)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
253
Holders Change
-11
Holders Change %
-4.17%
% of All Funds
4.26%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
93
Reduced
84
Closed
34
Calls
$1M
Puts
$841K
Net Calls
+$159K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$7.6M +$249K +6,105 +3%
CAL
27
Capital Analysts LLC
Pennsylvania
$7.58M +$6.66M +163,619 +398%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$6.94M +$1.52M +37,356 +25%
OMC
29
Old Mission Capital
Illinois
$6.55M +$69K +1,694 +1%
KCM
30
Karp Capital Management
California
$5.55M -$5.75M -141,282 -49%
CI
31
CX Institutional
Indiana
$4.69M +$89.3K +2,194 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.34M -$433K -10,631 -8%
KAS
33
Kestra Advisory Services
Texas
$4.06M +$670K +16,458 +18%
SFG
34
StrategIQ Financial Group
Indiana
$3.87M -$94.2K -2,313 -2%
Stifel Financial
35
Stifel Financial
Missouri
$3.8M -$218K -5,361 -5%
EWM
36
Empirical Wealth Management
Washington
$3.5M +$317K +7,792 +9%
CVM
37
Cheviot Value Management
California
$3.46M -$57.8K -1,421 -1%
RIA
38
Regal Investment Advisors
Michigan
$3.45M +$94.8K +2,328 +3%
MFS
39
McNamara Financial Services
Massachusetts
$3.35M +$61.8K +1,518 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.3M +$302K +7,418 +9%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$3.25M +$2.63M +64,704 +281%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$3.24M +$1.14M +28,012 +47%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.16M -$1.04M -25,453 -23%
ES
44
Eagle Strategies
New York
$2.99M +$3.29M +80,790 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.88M +$362K +8,900 +13%
SWP
46
Stratos Wealth Partners
Ohio
$2.85M +$26.5K +650 +0.9%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.74M -$192K -4,712 -6%
SEIA
48
Signature Estate & Investment Advisors
California
$2.65M +$1.56M +38,252 +115%
SPIA
49
Steward Partners Investment Advisory
New York
$2.48M +$211K +5,171 +8%
ASFA
50
All Season Financial Advisors
Colorado
$2.44M +$2.69M +65,967 New

DEM Hedge Fund Activity: Q2 2022 in Review

253 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2022, worth a combined $1.08B — down 15% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of DEM and 26 opened new positions — a net loss of 8 holders — while 84 trimmed existing stakes and 93 added.

The largest buyer was Citadel Advisors, adding an estimated $26.9M. The largest seller was Jane Street, cutting an estimated $14.7M.

  • 253 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2022, down from 264 in Q1 2022.
  • Funds reported $1.08B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 26 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2022 and 34 closed out, a net change of -8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2022 was Citadel Advisors, an estimated $26.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2022 was Jane Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2022.