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WisdomTree Emerging Markets High Dividend Fund

244 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.31% more ownership

Funds ownership: 50.95%52.26% (+1.3%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 243244 (+1)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.63M)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

39% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.78M

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
29
Increased
73
Reduced
84
Closed
28
Calls
$1.71M
Puts
$2.78M
Net Calls
-$1.07M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$2.56M -$19.9K -458 -0.8%
PA
52
Parkside Advisors
California
$2.48M -$19K -437 -0.8%
HR
53
Howe & Rusling
New York
$2.45M +$304K +6,976 +14%
CP
54
Camelot Portfolios
Ohio
$2.38M -$110K -2,538 -4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$2.36M -$1.03M -23,656 -30%
MWM
56
Mission Wealth Management
California
$2.31M -$521K -11,972 -18%
AL
57
Aspiriant LLC
California
$2.26M +$1.93M +44,250 +592%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$2.18M -$465K -10,677 -18%
VHAM
59
Van Hulzen Asset Management
California
$2.13M -$2.21M -50,823 -51%
FFW
60
Fusion Family Wealth
New York
$2.07M -$2.14M -49,136 -51%
JCM
61
Janney Capital Management
Pennsylvania
$2.06M -$65.1K -1,497 -3%
FAT
62
First American Trust
California
$2.01M -$202K -4,654 -9%
SPIA
63
Steward Partners Investment Advisory
New York
$1.99M -$25.4K -584 -1%
SFG
64
StrategIQ Financial Group
Indiana
$1.87M +$270K +6,216 +17%
WP
65
WealthPLAN Partners
Nebraska
$1.71M -$407K -9,344 -18%
Citadel Advisors
66
Citadel Advisors
Florida
$1.67M -$15.4M -352,865 -90%
FCI
67
Financial Counselors Inc
Kansas
$1.65M -$75K -1,723 -4%
MBT
68
Montecito Bank & Trust
California
$1.62M +$377K +8,671 +31%
PP
69
Prudential plc
United Kingdom
$1.62M +$435K +10,000 +37%
UA
70
Unison Advisors
District of Columbia
$1.62M -$20.1K -461 -1%
VA
71
Valmark Advisers
Ohio
$1.61M +$15.4K +354 +1%
RW
72
Rand Wealth
Maryland
$1.57M +$81.1K +1,865 +5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$1.53M +$69.2K +1,590 +5%
TC
74
Truvestments Capital
Florida
$1.45M -$1.44K -33 -0.1%
GT
75
Greenleaf Trust
Michigan
$1.45M +$117K +2,691 +9%

DEM Hedge Fund Activity: Q3 2018 in Review

244 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2018, worth a combined $1.02B — down 0.64% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DEM positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $7.08M. The largest seller was Citadel Advisors, cutting an estimated $15.4M.

  • 244 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2018, down 0.64% quarter-over-quarter.
  • 29 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $7.08M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2018 was Citadel Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.