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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.58M +$3.28M +94,560 +105%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$6.35M +$5.34M +153,837 +634%
MNBTD
28
Moody National Bank Trust Division
Texas
$6.24M -$2.12K -61 -0%
JFA
29
JNBA Financial Advisors
Minnesota
$6.08M -$654K -18,863 -10%
JP Morgan Chase
30
JP Morgan Chase
New York
$5.64M -$261K -7,531 -5%
SEIA
31
Signature Estate & Investment Advisors
California
$5.51M +$1.87M +53,960 +54%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.64M +$1.35M +38,871 +43%
Stifel Financial
33
Stifel Financial
Missouri
$4.47M +$366K +10,559 +9%
ES
34
Eagle Strategies
New York
$4.08M +$3.98M +114,609 New
EWM
35
Empirical Wealth Management
Washington
$4.08M +$370K +10,679 +10%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.96M +$1.35M +38,813 +54%
KAS
37
Kestra Advisory Services
Texas
$3.94M -$375K -10,816 -9%
RIA
38
Regal Investment Advisors
Michigan
$3.77M +$30.4K +876 +0.8%
CVM
39
Cheviot Value Management
California
$3.64M +$470K +13,560 +15%
AllianceBernstein
40
AllianceBernstein
Tennessee
$3.47M +$3.37M +97,244 New
SFG
41
StrategIQ Financial Group
Indiana
$3.41M -$372K -10,724 -10%
Citadel Advisors
42
Citadel Advisors
Florida
$3.2M -$6.42M -185,015 -67%
Renaissance Technologies
43
Renaissance Technologies
New York
$3M +$2.51M +72,400 +619%
MFS
44
McNamara Financial Services
Massachusetts
$2.88M -$7.8K -225 -0.3%
BCI
45
Brinker Capital Investments
Pennsylvania
$2.73M +$17K +489 +0.6%
SPIA
46
Steward Partners Investment Advisory
New York
$2.68M +$269K +7,762 +12%
CAN
47
Cetera Advisor Networks
California
$2.63M +$1.68M +48,298 +189%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.54M -$655K -18,895 -21%
AR
49
Apeiron RIA
Texas
$2.53M +$104K +2,985 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.44M -$555K -15,994 -19%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.