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WisdomTree Emerging Markets High Dividend Fund

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Greenleaf Trust
Michigan
$1.46M -$17.5K -365 -1%
MWP
77
Moller Wealth Partners
$1.45M -$36.4K -761 -2%
HFS
78
HL Financial Services
Kentucky
$1.39M +$1.39M +29,096 New
MBT
79
Montecito Bank & Trust
California
$1.38M -$95.6K -1,999 -6%
FWM
80
FFT Wealth Management
Pennsylvania
$1.35M -$138K -2,884 -9%
IA
81
IFP Advisors
Florida
$1.3M
SB
82
Simmons Bank
Arkansas
$1.28M +$24.5K +512 +2%
HighTower Advisors
83
HighTower Advisors
Illinois
$1.24M -$190K -3,976 -13%
Renaissance Technologies
84
Renaissance Technologies
New York
$1.23M +$446K +9,330 +57%
RIL
85
Rothschild Investment LLC
Illinois
$1.22M -$88.5K -1,850 -7%
JFA
86
JNBA Financial Advisors
Minnesota
$1.19M -$17.7K -370 -1%
FAIM
87
Financial Advocates Investment Management
Washington
$1.17M -$456K -9,539 -28%
SB
88
Suntrust Banks
Georgia
$1.15M -$26.3K -550 -2%
TCM
89
Twin Capital Management
Pennsylvania
$1.13M -$111K -2,330 -9%
WA
90
Wilshire Advisors
California
$1.13M -$111K -2,330 -9%
NCMW
91
Northern Capital Management (Wisconsin)
Wisconsin
$1.12M -$1M -20,950 -47%
CAN
92
Cetera Advisor Networks
California
$1.07M +$106K +2,224 +11%
DC
93
Davenport & Co
Virginia
$1.03M -$29.2K -610 -3%
Nomura Asset Management
94
Nomura Asset Management
Japan
$1M +$1M +21,000 New
SFM
95
Signet Financial Management
New Jersey
$990K +$89K +1,862 +10%
EWM
96
Empirical Wealth Management
Washington
$934K +$37.7K +789 +4%
AFP
97
Ausdal Financial Partners
Iowa
$927K +$4.06K +85 +0.4%
AG
98
Advisor Group
Arizona
$889K +$288K +6,017 +48%
PAG
99
Private Advisor Group
New Jersey
$855K +$400K +8,371 +88%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$838K

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.