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WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$3.55M -$66.2K -1,755 -2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$3.2M +$1.6M +42,401 +101%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$3.17M +$568K +15,055 +22%
ASFA
54
All Season Financial Advisors
Colorado
$3.14M +$1.16M +30,770 +59%
CAN
55
Cetera Advisor Networks
California
$3.12M +$325K +8,606 +12%
SPIA
56
Steward Partners Investment Advisory
New York
$2.97M +$128K +3,406 +5%
MFS
57
McNamara Financial Services
Massachusetts
$2.92M -$135K -3,590 -4%
BDWCC
58
B&D White Capital Company
Texas
$2.83M +$2.56M +67,801 +961%
AR
59
Apeiron RIA
Texas
$2.8M +$111K +2,947 +4%
GIS
60
Grayhawk Investment Strategies
Alberta, Canada
$2.74M +$1.49M +39,600 New
CA
61
Cetera Advisors
Colorado
$2.64M +$928K +24,604 +54%
TW
62
Transform Wealth
Colorado
$2.64M +$2.63M +69,757 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.6M -$96.6K -2,560 -4%
VA
64
Valmark Advisers
Ohio
$2.37M +$130K +3,440 +6%
GA
65
GFS Advisors
Texas
$2.16M -$16.5K -437 -0.8%
FRA
66
FFG Retirement Advisors
Colorado
$2.15M -$152K -4,018 -7%
FAT
67
First American Trust
California
$2.15M +$1.16M +30,854 +118%
ACM
68
Ategra Capital Management
Virginia
$1.93M -$91.1K -2,416 -5%
GT
69
Greenleaf Trust
Michigan
$1.85M +$29.4K +778 +2%
RWA
70
Rooted Wealth Advisors
Illinois
$1.78M +$57.6K +1,526 +3%
OCM
71
One Capital Management
California
$1.77M +$1.77M +46,881 New
TPCW
72
TD Private Client Wealth
New York
$1.77M +$136K +3,615 +8%
WP
73
WealthPLAN Partners
Nebraska
$1.75M -$5.09K -135 -0.3%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.71M +$442K +11,709 +35%
SWP
75
Stratos Wealth Partners
Ohio
$1.7M -$171K -4,520 -9%

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.