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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$2.34M +$2.35M +53,918 +42,792%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$2.32M +$197K +4,521 +9%
ACM
53
Ategra Capital Management
Virginia
$2.29M -$150K -3,435 -6%
PWP
54
Principle Wealth Partners
Connecticut
$2.22M -$23.6K -541 -1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.21M +$69.8K +1,604 +3%
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$2.03M +$158K +3,625 +8%
CP
57
Camelot Portfolios
Ohio
$1.97M +$233K +5,346 +13%
VCS
58
Vaughan & Co Securities
New Jersey
$1.96M -$464K -10,649 -19%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$1.94M -$528K -12,130 -21%
WP
60
WealthPLAN Partners
Nebraska
$1.94M +$5.31K +122 +0.3%
VA
61
Valmark Advisers
Ohio
$1.89M +$54.9K +1,261 +3%
MMA
62
Miracle Mile Advisors
California
$1.87M -$30.3K -695 -2%
EAM
63
Evanson Asset Management
California
$1.86M -$288K -6,605 -13%
CT
64
Coastline Trust
Rhode Island
$1.7M +$118K +2,710 +7%
JCM
65
Janney Capital Management
Pennsylvania
$1.65M -$69K -1,584 -4%
BOPW
66
Brandywine Oak Private Wealth
Pennsylvania
$1.64M +$3.4K +78 +0.2%
TPCW
67
TD Private Client Wealth
New York
$1.63M -$392K -8,997 -19%
GT
68
Greenleaf Trust
Michigan
$1.63M +$45.5K +1,044 +3%
FPCP
69
Fort Point Capital Partners
California
$1.53M +$1.26M +29,041 +460%
KAS
70
Kestra Advisory Services
Texas
$1.51M -$22.5K -516 -1%
Jane Street
71
Jane Street
New York
$1.5M -$5.62M -129,134 -79%
LFG
72
Larson Financial Group
Missouri
$1.46M +$16.3K +374 +1%
UA
73
Unison Advisors
District of Columbia
$1.42M -$612K -14,057 -30%
CG
74
Colony Group
Massachusetts
$1.28M -$2.31K -53 -0.2%
DADC
75
D.A. Davidson & Co
Montana
$1.26M +$6.14K +141 +0.5%

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.