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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$13.9M -$744K -17,312 -5%
LW
27
Linscomb Wealth
Texas
$12.7M -$17.3K -403 -0.1%
M&T Bank
28
M&T Bank
New York
$11.1M -$268K -6,230 -2%
CAL
29
Capital Analysts LLC
Pennsylvania
$10.9M +$525K +12,212 +5%
ES
30
Eagle Strategies
New York
$10.9M +$10.5M +244,121 +2,950%
TWM
31
TMD Wealth Management
Arizona
$10.9M +$442K +10,280 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$10.8M +$10.7M +248,442 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$10.2M +$631K +14,691 +7%
AllianceBernstein
34
AllianceBernstein
Tennessee
$9.72M +$595K +13,835 +7%
PWAC
35
Private Wealth Advisors (California)
California
$8.73M +$1.54M +35,831 +22%
CWG
36
Cornerstone Wealth Group
North Carolina
$8.23M +$196K +4,567 +2%
CNBT
37
Canandaigua National Bank & Trust
New York
$8.02M +$7.96M +185,125 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$7.92M +$1.16M +26,904 +17%
AAS
39
Avantax Advisory Services
Texas
$7.64M -$4.39M -102,190 -37%
BAAM
40
Baker Avenue Asset Management
California
$7.24M -$145K -3,384 -2%
CFP
41
Cascade Financial Partners
California
$6.63M +$38.3K +890 +0.6%
Osaic Holdings
42
Osaic Holdings
Arizona
$5.92M -$4.38M -101,961 -43%
DADC
43
D.A. Davidson & Co
Montana
$5.68M -$20.2K -471 -0.4%
BCI
44
Brinker Capital Investments
Pennsylvania
$5.63M +$27.4K +638 +0.5%
OPS
45
Orion Portfolio Solutions
Nebraska
$5.63M +$27.4K +638 +0.5%
CVM
46
Cheviot Value Management
California
$5.17M -$263K -6,116 -5%
EWM
47
Empirical Wealth Management
Washington
$4.91M -$247K -5,740 -5%
Comerica Bank
48
Comerica Bank
Texas
$4.86M -$80K -1,862 -2%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$4.59M +$1.4M +32,506 +44%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$4.48M +$3.38M +78,705 +318%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.