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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$1.34M +$459K +10,619 +53%
PP
77
Prudential plc
United Kingdom
$1.33M -$289K -6,700 -18%
PWAC
78
Private Wealth Advisors (California)
California
$1.32M +$109K +2,512 +9%
MWM
79
Mission Wealth Management
California
$1.26M +$95.1K +2,201 +8%
OCM
80
One Capital Management
California
$1.25M -$237K -5,484 -16%
JFA
81
JNBA Financial Advisors
Minnesota
$1.24M +$136K +3,145 +13%
AG
82
Advisor Group
Arizona
$1.12M +$166K +3,846 +18%
PI
83
PFS Investments
Georgia
$1.11M +$259K +6,000 +31%
SFM
84
Signet Financial Management
New Jersey
$1.09M +$137K +3,163 +15%
TAIM
85
TD Ameritrade Investment Management
Nebraska
$1.09M -$3.46K -80 -0.3%
IA
86
IFP Advisors
Florida
$1.05M -$18K -416 -2%
PAG
87
Private Advisor Group
New Jersey
$1.03M -$3.37K -78 -0.3%
TFS
88
TrustCore Financial Services
Tennessee
$1.02M -$40.8K -944 -4%
TC
89
Truvestments Capital
Florida
$1.01M +$997K +23,077 New
SB
90
Suntrust Banks
Georgia
$1.01M +$19.2K +445 +2%
SBSB
91
Sullivan, Bruyette, Speros & Blaney
Virginia
$990K +$53.1K +1,230 +6%
TCM
92
Twin Capital Management
Pennsylvania
$977K -$29.4K -680 -3%
WA
93
Wilshire Advisors
California
$977K -$29.4K -680 -3%
GFS
94
GYL Financial Synergies
Connecticut
$957K -$2.12K -49 -0.2%
MML Investors Services
95
MML Investors Services
Massachusetts
$947K +$12.1K +279 +1%
RIL
96
Rothschild Investment LLC
Illinois
$944K +$8.64K +200 +0.9%
HighTower Advisors
97
HighTower Advisors
Illinois
$942K -$5.55M -128,435 -86%
AFP
98
Ausdal Financial Partners
Iowa
$926K +$88.6K +2,050 +11%
AWCI
99
Alpine Woods Capital Investors
New York
$921K
NA
100
NewEdge Advisors
Louisiana
$887K +$34.6K +800 +4%

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.