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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$10.5M -$1.39M -36,362 -12%
CAL
27
Capital Analysts LLC
Pennsylvania
$10.4M -$161K -4,218 -2%
LW
28
Linscomb Wealth
Texas
$10M -$259K -6,779 -3%
B
29
Barings
North Carolina
$9.47M +$4.26M +111,412 +92%
ES
30
Eagle Strategies
New York
$9.36M +$870K +22,742 +11%
KAS
31
Kestra Advisory Services
Texas
$8.91M +$316K +8,254 +4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$8.71M -$459K -11,983 -5%
Stifel Financial
33
Stifel Financial
Missouri
$8.61M -$707K -18,481 -8%
AllianceBernstein
34
AllianceBernstein
Tennessee
$8.19M +$117K +3,059 +2%
TWM
35
TMD Wealth Management
Arizona
$8.07M +$7.6M +198,440 New
BAAM
36
Baker Avenue Asset Management
California
$7.14M +$300K +7,850 +5%
PWAC
37
Private Wealth Advisors (California)
California
$6.99M +$6.58M +171,922 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$6.29M +$3.34M +87,242 +129%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$6.21M +$964K +25,181 +20%
BCI
40
Brinker Capital Investments
Pennsylvania
$5.53M +$193K +5,042 +4%
OPS
41
Orion Portfolio Solutions
Nebraska
$5.53M +$193K +5,042 +4%
CVM
42
Cheviot Value Management
California
$5.17M +$129K +3,365 +3%
CA
43
Cetera Advisors
Colorado
$5.16M +$1.87M +48,926 +63%
DADC
44
D.A. Davidson & Co
Montana
$5.07M +$141K +3,672 +3%
Jane Street
45
Jane Street
New York
$5.05M -$25.1M -656,506 -84%
FTUS
46
Flow Traders U.S.
New York
$4.91M -$1.5M -39,087 -24%
EWM
47
Empirical Wealth Management
Washington
$4.77M -$168K -4,391 -4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$4.71M -$196K -5,110 -4%
Comerica Bank
49
Comerica Bank
Texas
$4.63M +$28.3K +740 +0.7%
CAN
50
Cetera Advisor Networks
California
$4.1M +$124K +3,245 +3%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.