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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Clayton Financial Group
Missouri
$4.32M +$251K +5,839 +6%
WF
52
Williams Financial
Vermont
$4.16M +$107K +2,496 +3%
OMC
53
Old Mission Capital
Illinois
$4.06M +$2.45M +57,118 +156%
ASFA
54
All Season Financial Advisors
Colorado
$3.72M +$1.84M +42,723 +99%
WA
55
Waverly Advisors
Alabama
$3.67M -$70.9K -1,649 -2%
DAS
56
Dynamic Advisor Solutions
Arizona
$3.62M +$485K +11,282 +16%
VA
57
Valmark Advisers
Ohio
$3.52M -$20.5K -477 -0.6%
SA
58
Sanctuary Advisors
Indiana
$3.32M +$3.4M +79,226 New
AR
59
Apeiron RIA
Texas
$3.25M -$48K -1,118 -1%
OPA
60
Old Port Advisors
Maine
$3.25M +$311K +7,235 +11%
SPIA
61
Steward Partners Investment Advisory
New York
$3.09M +$11.5K +267 +0.4%
ASN
62
Advisory Services Network
Georgia
$3.08M +$3.05M +71,026 New
BA
63
Bridge Advisory
California
$3.06M -$304K -7,078 -9%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$3.04M -$430K -10,006 -12%
TPCW
65
TD Private Client Wealth
New York
$2.61M +$218K +5,069 +9%
CIS
66
Custom Index Systems
New York
$2.54M -$38.6K -898 -2%
NFG
67
Norris Financial Group
South Carolina
$2.52M -$703K -16,360 -22%
GT
68
Greenleaf Trust
Michigan
$2.33M +$75.1K +1,748 +3%
GA
69
GFS Advisors
Texas
$2.32M -$2.25M -52,362 -97%
BFG
70
Beacon Financial Group
Texas
$2.28M -$220K -5,111 -9%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.27M -$134K -3,124 -6%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.14M +$173K +4,018 +9%
EH
73
Equitable Holdings
New York
$2.08M -$476K -11,074 -19%
ATWA
74
Arbor Trust Wealth Advisors
Michigan
$2.06M +$124K +2,891 +6%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1.95M +$9.24K +215 +0.5%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.