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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Camelot Portfolios
Ohio
$2.59M +$414K +10,109 +19%
CVM
52
Cheviot Value Management
California
$2.52M -$23.4K -570 -0.9%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$2.42M +$422K +10,301 +21%
EGWAG
54
Elwood & Goetz Wealth Advisory Group
Georgia
$2.36M +$2.41M +58,801 New
SPIA
55
Steward Partners Investment Advisory
New York
$2.18M +$355K +8,662 +19%
Stifel Financial
56
Stifel Financial
Missouri
$2.05M +$1.71M +41,790 +451%
MBT
57
Montecito Bank & Trust
California
$1.92M +$440K +10,737 +29%
SFG
58
StrategIQ Financial Group
Indiana
$1.85M +$136K +3,321 +8%
WP
59
WealthPLAN Partners
Nebraska
$1.84M +$25.5K +623 +1%
FAT
60
First American Trust
California
$1.81M -$40.5K -989 -2%
JCM
61
Janney Capital Management
Pennsylvania
$1.76M -$131K -3,206 -7%
CT
62
Coastline Trust
Rhode Island
$1.57M +$246K +6,005 +18%
VA
63
Valmark Advisers
Ohio
$1.51M +$24.8K +605 +2%
FCI
64
Financial Counselors Inc
Kansas
$1.5M -$8.73K -213 -0.6%
UA
65
Unison Advisors
District of Columbia
$1.5M +$9.35K +228 +0.6%
PP
66
Prudential plc
United Kingdom
$1.49M
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.46M +$52.5K +1,282 +4%
MWP
68
Moller Wealth Partners
$1.44M +$197K +4,797 +16%
Lazard Asset Management
69
Lazard Asset Management
New York
$1.37M +$1.4M +34,164 New
OCM
70
One Capital Management
California
$1.36M +$1.39M +33,988 New
LCM
71
Lucas Capital Management
New Jersey
$1.28M -$31.8K -775 -2%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$1.26M
OMC
73
Old Mission Capital
Illinois
$1.18M -$1.45M -35,426 -55%
PWAC
74
Private Wealth Advisors (California)
California
$1.11M +$1.13M +27,647 New
MWM
75
Mission Wealth Management
California
$1.07M -$1.07M -26,198 -50%

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.