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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$4.71M +$4.09M +96,868 +498%
AIA
52
AssuredPartners Investment Advisors
Florida
$4.53M +$4.72M +111,762 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$4.43M -$15.3M -363,068 -77%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$4.2M +$4.38M +103,655 New
CVM
55
Cheviot Value Management
California
$4.16M +$177K +4,191 +4%
WF
56
Williams Financial
Vermont
$4.15M +$94.6K +2,238 +2%
WWA
57
WCG Wealth Advisors
Nevada
$3.78M +$3.33M +78,729 +538%
ACM
58
Avos Capital Management
Washington
$3.67M +$3.76M +89,029 New
FTUS
59
Flow Traders U.S.
New York
$3.45M +$3.6M +85,232 New
TPCW
60
TD Private Client Wealth
New York
$3.32M +$395K +9,355 +13%
SA
61
Sanctuary Advisors
Indiana
$3.2M +$135K +3,200 +4%
WA
62
Waverly Advisors
Alabama
$3.17M -$206K -4,884 -6%
SPIA
63
Steward Partners Investment Advisory
New York
$3.09M +$108K +2,560 +3%
AR
64
Apeiron RIA
Texas
$2.82M -$215K -5,079 -7%
EH
65
Equitable Holdings
New York
$2.7M +$395K +9,349 +16%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.53M +$239K +5,657 +10%
GT
67
Greenleaf Trust
Michigan
$2.44M +$250K +5,924 +11%
ATWA
68
Arbor Trust Wealth Advisors
Michigan
$2.42M +$514K +12,173 +26%
CIS
69
Custom Index Systems
New York
$2.4M +$18.9K +447 +0.8%
GA
70
GFS Advisors
Texas
$2.16M +$2.25M +53,363 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$2.11M +$232K +5,481 +12%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.98M +$26.6K +630 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.97M +$527K +12,460 +34%
ASN
74
Advisory Services Network
Georgia
$1.94M -$978K -23,138 -33%
BFG
75
Beacon Financial Group
Texas
$1.93M -$172K -4,080 -8%
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3
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DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.