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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$11M -$118K -2,887 -1%
KAS
27
Kestra Advisory Services
Texas
$10.9M +$1.73M +42,443 +19%
TWM
28
TMD Wealth Management
Arizona
$10.1M +$1.76M +43,234 +22%
CAL
29
Capital Analysts LLC
Pennsylvania
$10.1M -$619K -15,180 -6%
Osaic Holdings
30
Osaic Holdings
Arizona
$9.98M -$837K -20,530 -8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.23M +$263K +6,452 +3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$8.81M +$376K +9,226 +5%
CWG
33
Cornerstone Wealth Group
North Carolina
$7.76M +$7.56M +185,398 New
BAAM
34
Baker Avenue Asset Management
California
$7.14M -$201K -4,920 -3%
PWAC
35
Private Wealth Advisors (California)
California
$6.9M -$285K -6,988 -4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6.58M +$105K +2,576 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$6.53M +$137K +3,348 +2%
CA
38
Cetera Advisors
Colorado
$6.45M +$1.11M +27,198 +21%
CFP
39
Cascade Financial Partners
California
$6.35M +$6.2M +152,132 New
DADC
40
D.A. Davidson & Co
Montana
$5.51M +$287K +7,042 +6%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.42M -$346K -8,490 -6%
OPS
42
Orion Portfolio Solutions
Nebraska
$5.42M -$346K -8,490 -6%
CVM
43
Cheviot Value Management
California
$5.25M -$63K -1,545 -1%
EWM
44
Empirical Wealth Management
Washington
$4.99M +$75.4K +1,849 +2%
Comerica Bank
45
Comerica Bank
Texas
$4.78M +$16.4K +401 +0.4%
CAN
46
Cetera Advisor Networks
California
$4.31M +$89.8K +2,203 +2%
Jane Street
47
Jane Street
New York
$4.11M -$1.05M -25,741 -21%
CFG
48
Clayton Financial Group
Missouri
$4.08M +$386K +9,458 +11%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$3.96M +$1.34M +32,865 +53%
WF
50
Williams Financial
Vermont
$3.92M +$3.82M +93,610 New

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.