We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
NWP
51
Northstar Wealth Partners
Connecticut
$3.01M +$2.48M +51,920 +468%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$2.89M +$695K +14,542 +32%
UCFA
53
United Capital Financial Advisors
Texas
$2.85M +$1.95M +40,888 +219%
PA
54
Parkside Advisors
California
$2.75M -$155K -3,236 -5%
SPIA
55
Steward Partners Investment Advisory
New York
$2.73M -$9.8K -205 -0.4%
G
56
GenTrust
Florida
$2.53M -$415K -8,683 -14%
CVM
57
Cheviot Value Management
California
$2.51M +$2.51M +52,525 New
MWM
58
Mission Wealth Management
California
$2.48M +$75.2K +1,573 +3%
CA
59
Cetera Advisors
Colorado
$2.47M +$2.47M +51,758 New
HR
60
Howe & Rusling
New York
$2.4M -$134K -2,805 -5%
WP
61
WealthPLAN Partners
Nebraska
$2.32M +$1.18M +24,609 +103%
FAT
62
First American Trust
California
$2.22M +$2.22M +46,421 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$2.17M +$237K +4,952 +12%
OC
64
Oppenheimer & Co
New York
$2.17M +$1.19M +24,850 +122%
HWP
65
Hefty Wealth Partners
Indiana
$1.99M +$351K +7,338 +21%
OPWM
66
Oak Point Wealth Management
Michigan
$1.94M +$321K +6,710 +19%
UA
67
Unison Advisors
District of Columbia
$1.91M -$228K -4,772 -11%
FCI
68
Financial Counselors Inc
Kansas
$1.89M +$30.8K +644 +2%
LCM
69
Lucas Capital Management
New Jersey
$1.87M -$47.8K -1,000 -2%
Stifel Financial
70
Stifel Financial
Missouri
$1.86M +$328K +6,858 +21%
Mariner
71
Mariner
Kansas
$1.65M -$117K -2,447 -7%
VA
72
Valmark Advisers
Ohio
$1.6M -$70.1K -1,466 -4%
CT
73
Coastline Trust
Rhode Island
$1.57M +$100K +2,100 +7%
FA
74
FDx Advisors
Illinois
$1.53M -$182K -3,797 -11%
FCH
75
Freestone Capital Holdings
Washington
$1.48M +$11.9K +249 +0.8%

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.