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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.26M +$1.49M +43,033 +278%
FRA
52
FFG Retirement Advisors
Colorado
$2.17M +$2.11M +60,931 New
VA
53
Valmark Advisers
Ohio
$2.11M +$179K +5,168 +10%
GA
54
GFS Advisors
Texas
$2.05M -$4.61K -133 -0.2%
ACM
55
Ategra Capital Management
Virginia
$1.91M -$80.5K -2,321 -4%
ASFA
56
All Season Financial Advisors
Colorado
$1.86M +$1.81M +52,240 New
SWP
57
Stratos Wealth Partners
Ohio
$1.76M +$17.8K +514 +1%
WIM
58
WealthPlan Investment Management
Nebraska
$1.76M -$9.57K -276 -0.6%
WP
59
WealthPLAN Partners
Nebraska
$1.76M +$1.61M +46,278 New
GT
60
Greenleaf Trust
Michigan
$1.72M +$173K +4,983 +12%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$1.63M -$356K -10,255 -18%
CA
62
Cetera Advisors
Colorado
$1.61M +$333K +9,601 +27%
RWA
63
Rooted Wealth Advisors
Illinois
$1.58M +$1.54M +44,290 New
TPCW
64
TD Private Client Wealth
New York
$1.54M -$228K -6,583 -13%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.5M -$282K -8,120 -16%
BAAM
66
Baker Avenue Asset Management
California
$1.46M +$529K +15,248 +59%
CI
67
CX Institutional
Indiana
$1.34M -$5.64M -162,482 -81%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$1.33M -$633K -18,259 -33%
EAM
69
Evanson Asset Management
California
$1.28M -$79K -2,278 -6%
QA
70
Quantitative Advantage
Minnesota
$1.28M +$373K +10,754 +43%
JCM
71
Janney Capital Management
Pennsylvania
$1.26M -$18.9K -546 -2%
CP
72
Camelot Portfolios
Ohio
$1.25M -$180K -5,177 -13%
HNB
73
Huntington National Bank
Ohio
$1.19M
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.19M -$77.6K -2,238 -6%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.17M +$1.14M +32,801 New

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.