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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
51
InterOcean Capital Group
Tennessee
$3.84M -$371K -9,697 -9%
JFA
52
JNBA Financial Advisors
Minnesota
$3.77M -$816K -21,307 -19%
BA
53
Bridge Advisory
California
$3.63M -$626K -16,353 -15%
SFG
54
StrategIQ Financial Group
Indiana
$3.6M -$113K -2,942 -3%
CFG
55
Clayton Financial Group
Missouri
$3.58M +$3.37M +88,029 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$3.51M -$97.9K -2,558 -3%
VA
57
Valmark Advisers
Ohio
$3.28M +$170K +4,430 +6%
AR
58
Apeiron RIA
Texas
$3.18M +$69.7K +1,821 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$2.95M +$681K +17,802 +32%
SPIA
60
Steward Partners Investment Advisory
New York
$2.95M -$85.9K -2,245 -3%
ASFA
61
All Season Financial Advisors
Colorado
$2.92M -$254K -6,634 -8%
ACM
62
Ategra Capital Management
Virginia
$2.91M +$14.7K +385 +0.5%
BFG
63
Beacon Financial Group
Texas
$2.76M +$2.6M +67,833 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$2.62M +$1.39M +36,376 +130%
Renaissance Technologies
65
Renaissance Technologies
New York
$2.53M +$2.38M +62,200 New
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$2.51M -$377K -9,845 -14%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$2.47M -$231K -6,043 -9%
CIS
68
Custom Index Systems
New York
$2.45M +$2.3M +60,168 New
SWP
69
Stratos Wealth Partners
Ohio
$2.43M +$76.6K +2,002 +3%
MFS
70
McNamara Financial Services
Massachusetts
$2.4M -$19.7K -515 -0.9%
FAT
71
First American Trust
California
$2.22M -$173K -4,525 -8%
GT
72
Greenleaf Trust
Michigan
$2.21M +$32.3K +843 +2%
OPA
73
Old Port Advisors
Maine
$2.18M +$378K +9,881 +23%
GA
74
GFS Advisors
Texas
$2.17M -$17.3K -453 -0.8%
TPCW
75
TD Private Client Wealth
New York
$2.02M +$80.1K +2,094 +4%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.