We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Simmons Bank
Arkansas
$1.19M +$9.88K +226 +0.9%
TCM
77
Twin Capital Management
Pennsylvania
$1.18M -$40.4K -925 -3%
WA
78
Wilshire Advisors
California
$1.18M +$1.14M +26,045 New
JFA
79
JNBA Financial Advisors
Minnesota
$1.15M -$24K -549 -2%
SB
80
Suntrust Banks
Georgia
$1.12M +$1.08M +24,645 New
WP
81
WealthPLAN Partners
Nebraska
$1.08M +$1.05M +23,940 New
MML Investors Services
82
MML Investors Services
Massachusetts
$1.03M +$24.4K +558 +3%
DC
83
Davenport & Co
Virginia
$1,000K -$34.7K -795 -3%
LP
84
LGL Partners
Pennsylvania
$936K +$3.54K +81 +0.4%
OC
85
Oppenheimer & Co
New York
$926K -$516K -11,807 -37%
CAN
86
Cetera Advisor Networks
California
$915K -$338K -7,724 -28%
AFP
87
Ausdal Financial Partners
Iowa
$875K +$192K +4,384 +29%
SFM
88
Signet Financial Management
New Jersey
$855K +$147K +3,364 +22%
EWM
89
Empirical Wealth Management
Washington
$850K +$78.9K +1,805 +11%
UCFA
90
United Capital Financial Advisors
Texas
$839K -$20K -457 -2%
LFG
91
Larson Financial Group
Missouri
$810K +$781K +17,866 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$795K +$198K +4,523 +35%
CC
93
Courier Capital
New York
$772K
ANI
94
American National Insurance
Texas
$766K
SSWM
95
Sheets Smith Wealth Management
North Carolina
$764K -$5.11K -117 -0.7%
Renaissance Technologies
96
Renaissance Technologies
New York
$747K +$720K +16,470 New
TCOV
97
Trust Company of Vermont
Vermont
$738K -$49.7K -1,138 -7%
NA
98
NewEdge Advisors
Louisiana
$700K +$653K +14,934 New
OC
99
Oarsman Capital
Wisconsin
$649K -$64.9K -1,485 -9%
BCA
100
Benchmark Capital Advisors
New York
$644K +$17.5K +400 +3%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.