We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$11.8M +$546K +12,604 +5%
ES
27
Eagle Strategies
New York
$11.5M +$341K +7,861 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$11.3M +$1.41M +32,583 +15%
CAL
29
Capital Analysts LLC
Pennsylvania
$11M -$135K -3,120 -1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$10.5M +$137K +3,153 +1%
HNB
31
Huntington National Bank
Ohio
$9.08M
CNBT
32
Canandaigua National Bank & Trust
New York
$8.5M +$351K +8,105 +4%
CWG
33
Cornerstone Wealth Group
North Carolina
$8.32M -$35.3K -815 -0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$8.04M -$4.12K -95 -0.1%
BAAM
35
Baker Avenue Asset Management
California
$8.01M +$638K +14,715 +9%
Mariner
36
Mariner
Kansas
$7.76M +$7.64M +176,348 New
AAS
37
Avantax Advisory Services
Texas
$7.42M -$339K -7,810 -4%
KAS
38
Kestra Advisory Services
Texas
$7.4M -$7.3M -168,328 -50%
CFP
39
Cascade Financial Partners
California
$6.67M +$50.4K +1,163 +0.8%
PWAC
40
Private Wealth Advisors (California)
California
$6.2M -$2.62M -60,330 -30%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.73M +$5.16K +119 +0.1%
OPS
42
Orion Portfolio Solutions
Nebraska
$5.73M +$5.16K +119 +0.1%
DADC
43
D.A. Davidson & Co
Montana
$5.73M -$41K -946 -0.7%
CFG
44
Clayton Financial Group
Missouri
$5.69M +$1.13M +26,041 +25%
VA
45
Valmark Advisers
Ohio
$5.67M +$2.06M +47,510 +58%
Osaic Holdings
46
Osaic Holdings
Arizona
$5.61M -$402K -9,271 -7%
EWM
47
Empirical Wealth Management
Washington
$5.16M +$168K +3,874 +3%
Comerica Bank
48
Comerica Bank
Texas
$5.13M +$185K +4,274 +4%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$5.12M +$456K +10,512 +10%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$4.72M +$163K +3,768 +4%

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.