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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$9.74M -$96.7K -2,487 -0.9%
LW
27
Linscomb Wealth
Texas
$9.5M -$1.12M -28,908 -10%
Stifel Financial
28
Stifel Financial
Missouri
$8.62M +$211K +5,432 +2%
SEIA
29
Signature Estate & Investment Advisors
California
$8.57M +$1.08M +27,841 +14%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$8.47M -$288K -7,410 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$8.18M -$293K -7,528 -3%
KAS
32
Kestra Advisory Services
Texas
$7.9M +$786K +20,209 +11%
ES
33
Eagle Strategies
New York
$7.77M +$545K +14,011 +7%
AllianceBernstein
34
AllianceBernstein
Tennessee
$7.43M +$1.17M +30,050 +18%
SIS
35
Strategic Investment Solutions
Illinois
$7.1M +$6.99M +179,672 +5,934%
MNBTD
36
Moody National Bank Trust Division
Texas
$6.57M -$311 -8 -0%
BAAM
37
Baker Avenue Asset Management
California
$6.28M +$759K +19,517 +13%
CI
38
CX Institutional
Indiana
$6.2M -$877K -22,559 -12%
FTUS
39
Flow Traders U.S.
New York
$5.99M -$3.39M -87,139 -35%
SWA
40
Sutton Wealth Advisors
Florida
$5.26M +$5.45M +140,211 New
BCI
41
Brinker Capital Investments
Pennsylvania
$4.98M -$3.3M -84,813 -39%
OPS
42
Orion Portfolio Solutions
Nebraska
$4.98M -$3.3M -84,813 -39%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$4.78M +$1.03M +26,473 +26%
CVM
44
Cheviot Value Management
California
$4.64M +$59.9K +1,540 +1%
EWM
45
Empirical Wealth Management
Washington
$4.56M -$69.2K -1,779 -1%
B
46
Barings
North Carolina
$4.55M -$15.4M -396,892 -77%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$4.53M +$287K +7,373 +6%
DADC
48
D.A. Davidson & Co
Montana
$4.53M +$440K +11,324 +10%
JFA
49
JNBA Financial Advisors
Minnesota
$4.27M -$850K -21,876 -16%
Comerica Bank
50
Comerica Bank
Texas
$4.24M +$4.39M +113,041 New

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.