We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund
DEM

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260 → 262 (+2)

0.12% more ownership

Funds ownership: 53.73% → 53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.88M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.96M
4
OMC
Old Mission Capital
Illinois
+$5.92M
5
Bank of America
Bank of America
North Carolina
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
JFS
JD Financial Services
Pennsylvania
-$12.4M
2
Ameriprise
Ameriprise
Minnesota
-$11M
3
NP
NorthRock Partners
Minnesota
-$5.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.45M
5
AssetMark Inc
AssetMark Inc
California
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
51
TD Ameritrade Investment Management
Nebraska
$2.54M – – –
PWP
52
Principle Wealth Partners
Connecticut
$2.52M +$421K +9,791 +21%
EAM
53
Evanson Asset Management
California
$2.5M -$202K -4,698 -8%
EWM
54
Empirical Wealth Management
Washington
$2.47M +$240K +5,584 +11%
SWP
55
Stratos Wealth Partners
Ohio
$2.45M +$2.38M +55,258 New
UA
56
Unison Advisors
District of Columbia
$2.43M -$300K -6,985 -11%
SPIA
57
Steward Partners Investment Advisory
New York
$2.37M +$141K +3,271 +7%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$2.31M +$304K +7,059 +16%
ACM
59
Ategra Capital Management
Virginia
$2.23M +$243K +5,644 +13%
GA
60
GFS Advisors
Texas
$2.22M -$509K -11,841 -19%
CP
61
Camelot Portfolios
Ohio
$2.17M +$370K +8,594 +21%
SBSB
62
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.12M +$30.1K +699 +1%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$2.07M +$1.21M +28,036 +150%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$1.93M -$1.45M -33,725 -44%
WP
65
WealthPLAN Partners
Nebraska
$1.9M -$148K -3,440 -8%
JCM
66
Janney Capital Management
Pennsylvania
$1.83M -$1.32M -30,634 -43%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.79M +$257K +5,980 +17%
VA
68
Valmark Advisers
Ohio
$1.71M +$1.89K +44 +0.1%
CT
69
Coastline Trust
Rhode Island
$1.69M +$283K +6,580 +21%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$1.69M +$88.4K +2,056 +6%
MWM
71
Mission Wealth Management
California
$1.47M -$980K -22,781 -41%
MMA
72
Miracle Mile Advisors
California
$1.41M +$400K +9,307 +42%
CG
73
Colony Group
Massachusetts
$1.37M -$444K -10,313 -25%
RIL
74
Rothschild Investment LLC
Illinois
$1.34M – – –
FAT
75
First American Trust
California
$1.33M -$17.4K -404 -1%
1 2
3
4 5

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.