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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Bridge Advisory
California
$3.96M -$3.23K -83 -0.1%
ICG
52
InterOcean Capital Group
Tennessee
$3.9M -$76.7K -1,973 -2%
CAN
53
Cetera Advisor Networks
California
$3.66M +$542K +13,933 +17%
SFG
54
StrategIQ Financial Group
Indiana
$3.43M -$51.1K -1,314 -1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$3.33M -$3.69M -94,966 -52%
ASFA
56
All Season Financial Advisors
Colorado
$2.94M -$89.7K -2,306 -3%
CA
57
Cetera Advisors
Colorado
$2.92M +$1.39M +35,658 +84%
AR
58
Apeiron RIA
Texas
$2.86M +$54.5K +1,401 +2%
VA
59
Valmark Advisers
Ohio
$2.86M -$49.6K -1,276 -2%
SPIA
60
Steward Partners Investment Advisory
New York
$2.8M -$46.9K -1,207 -2%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$2.68M +$2.72M +70,043 +4,408%
ACM
62
Ategra Capital Management
Virginia
$2.66M +$174K +4,476 +7%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$2.53M +$2.62M +67,400 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.5M -$30.3K -779 -1%
MFS
65
McNamara Financial Services
Massachusetts
$2.23M -$181K -4,662 -7%
FAT
66
First American Trust
California
$2.22M +$71K +1,826 +3%
SWP
67
Stratos Wealth Partners
Ohio
$2.16M +$174K +4,472 +8%
FRA
68
FFG Retirement Advisors
Colorado
$2.15M -$18.3K -471 -0.8%
CC
69
Cornerstone Capital
California
$2.09M -$5.59M -143,751 -72%
GCP
70
GSA Capital Partners
United Kingdom
$2.09M +$2.17M +55,723 New
Citadel Advisors
71
Citadel Advisors
Florida
$2.05M -$5.72M -147,160 -73%
GA
72
GFS Advisors
Texas
$2.02M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$2M -$104K -2,687 -5%
GT
74
Greenleaf Trust
Michigan
$2M +$61.9K +1,593 +3%
EH
75
Equitable Holdings
New York
$1.99M +$599K +15,401 +41%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.