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WisdomTree Emerging Markets High Dividend Fund
DEM

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297 → 304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03% → 62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
–
Net Calls
+$216K
Net Calls Change
+$125K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.9M
2
Mariner
Mariner
Kansas
+$7.64M
3
Bank of America
Bank of America
North Carolina
+$6.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.78M
5
P
&Partners
Tennessee
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.88M
2
KAS
Kestra Advisory Services
Texas
-$7.3M
3
Creative Planning
Creative Planning
Kansas
-$3.26M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.04M
5
PWAC
Private Wealth Advisors (California)
California
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
51
Old Mission Capital
Illinois
$4.47M +$340K +7,843 +8%
WF
52
Williams Financial
Vermont
$4.42M +$183K +4,220 +4%
CVM
53
Cheviot Value Management
California
$4.34M -$903K -20,840 -17%
P
54
&Partners
Tennessee
$4.16M +$4.09M +94,470 New
WA
55
Waverly Advisors
Alabama
$3.66M -$66.8K -1,541 -2%
NFG
56
Norris Financial Group
South Carolina
$3.51M +$926K +21,368 +37%
AR
57
Apeiron RIA
Texas
$3.29M -$18.7K -431 -0.6%
SPIA
58
Steward Partners Investment Advisory
New York
$3.24M +$98.9K +2,281 +3%
TPCW
59
TD Private Client Wealth
New York
$3.2M +$534K +12,320 +20%
ASN
60
Advisory Services Network
Georgia
$3.08M – – –
BA
61
Bridge Advisory
California
$3.07M -$47.4K -1,094 -2%
SA
62
Sanctuary Advisors
Indiana
$3.06M -$233K -5,382 -7%
CIS
63
Custom Index Systems
New York
$2.59M +$12.6K +291 +0.5%
ASFA
64
All Season Financial Advisors
Colorado
$2.53M -$1.23M -28,330 -33%
EH
65
Equitable Holdings
New York
$2.52M +$400K +9,219 +19%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.5M +$321K +7,407 +15%
IA
67
IFP Advisors
Florida
$2.45M +$484K +11,157 +25%
OPA
68
Old Port Advisors
Maine
$2.44M -$843K -19,442 -26%
GT
69
Greenleaf Trust
Michigan
$2.39M +$25.4K +586 +1%
BFG
70
Beacon Financial Group
Texas
$2.27M -$42K -968 -2%
Corient Private Wealth
71
Corient Private Wealth
Florida
$2.13M +$286K +6,593 +16%
ATWA
72
Arbor Trust Wealth Advisors
Michigan
$2.06M – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.05M +$66.6K +1,537 +3%
NFSG
74
Newbridge Financial Services Group
Florida
$1.96M +$100K +2,307 +5%
EWM
75
Endowment Wealth Management
Wisconsin
$1.95M +$744K +17,168 +63%
1 2
3
4 5

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.