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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.98M +$756K +17,011 +33%
AR
52
Apeiron RIA
Texas
$2.87M +$67.3K +1,515 +2%
SPIA
53
Steward Partners Investment Advisory
New York
$2.71M +$276K +6,200 +11%
HNB
54
Huntington National Bank
Ohio
$2.67M
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.6M +$264K +5,946 +11%
ACM
56
Ategra Capital Management
Virginia
$2.48M +$165K +3,704 +7%
GA
57
GFS Advisors
Texas
$2.39M -$46.5K -1,047 -2%
PWP
58
Principle Wealth Partners
Connecticut
$2.3M +$62.2K +1,400 +3%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$2.22M +$174K +3,918 +8%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$2.2M +$243K +5,475 +12%
VA
61
Valmark Advisers
Ohio
$1.98M +$76.1K +1,712 +4%
FPCP
62
Fort Point Capital Partners
California
$1.95M +$407K +9,168 +26%
FPS
63
Fieldpoint Private Securities
Connecticut
$1.93M +$1.5M +33,835 +331%
CP
64
Camelot Portfolios
Ohio
$1.93M -$59.6K -1,340 -3%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.9M +$1.93M +43,472 New
EAM
66
Evanson Asset Management
California
$1.87M -$12.1K -273 -0.6%
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
$1.82M +$182K +4,098 +11%
CAL
68
Capital Analysts LLC
Pennsylvania
$1.8M +$1.83M +41,160 New
CT
69
Coastline Trust
Rhode Island
$1.77M +$55.1K +1,240 +3%
WP
70
WealthPLAN Partners
Nebraska
$1.77M +$13.1K +295 +0.7%
WIM
71
WealthPlan Investment Management
Nebraska
$1.77M +$1.93M +43,336 New
MML Investors Services
72
MML Investors Services
Massachusetts
$1.74M +$1.28M +28,784 +261%
VCS
73
Vaughan & Co Securities
New Jersey
$1.72M -$264K -5,948 -13%
GT
74
Greenleaf Trust
Michigan
$1.67M +$21.5K +483 +1%
JCM
75
Janney Capital Management
Pennsylvania
$1.65M -$13.4K -301 -0.8%

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.