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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parkside Advisors
California
$2.95M +$25.1K +580 +0.9%
SPIA
52
Steward Partners Investment Advisory
New York
$2.8M +$410K +9,490 +17%
GA
53
GFS Advisors
Texas
$2.77M +$2.73M +63,189 New
SFG
54
StrategIQ Financial Group
Indiana
$2.75M +$709K +16,409 +36%
CP
55
Camelot Portfolios
Ohio
$2.68M -$151K -3,485 -5%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$2.61M
JCM
57
Janney Capital Management
Pennsylvania
$2.47M +$536K +12,402 +28%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$2.42M -$211K -4,890 -8%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.36M +$2.32M +53,639 +21,035%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.25M +$644K +14,903 +41%
MBT
61
Montecito Bank & Trust
California
$2.1M +$9.12K +211 +0.4%
FAT
62
First American Trust
California
$1.93M -$41.8K -968 -2%
JP Morgan Chase
63
JP Morgan Chase
New York
$1.87M -$1.07M -24,751 -37%
WP
64
WealthPLAN Partners
Nebraska
$1.85M +$37.8K +875 +2%
VA
65
Valmark Advisers
Ohio
$1.74M +$92.2K +2,134 +6%
CT
66
Coastline Trust
Rhode Island
$1.71M
FCI
67
Financial Counselors Inc
Kansas
$1.64M -$2.16K -50 -0.1%
UA
68
Unison Advisors
District of Columbia
$1.62M -$13.9K -322 -0.9%
OC
69
Oppenheimer & Co
New York
$1.61M +$1.59M +36,718 New
MWM
70
Merriman Wealth Management
Washington
$1.58M +$1.56M +36,085 New
MWP
71
Moller Wealth Partners
$1.46M -$50.1K -1,160 -3%
ECM
72
ETrade Capital Management
Virginia
$1.44M +$456K +10,543 +47%
PA
73
Pinnacle Associates
New York
$1.4M +$676K +15,650 +97%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$1.38M
LCM
75
Lucas Capital Management
New Jersey
$1.37M -$32.2K -745 -2%

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.