WisdomTree Emerging Markets High Dividend Fund
DEM
234 hedge funds and large institutions have $838M invested in WisdomTree Emerging Markets High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.
5% less capital invested
Capital invested by funds: $881M → $838M (-$42.9M)
1.24% less ownership
Funds ownership: 56.12% → 54.88% (-1.2%)
3% less funds holding
Funds holding: 241 → 234 (-7)
14% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 88
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
54% less call options, than puts
Call options by funds: $1.21M | Put options by funds: $2.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.5M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14.1M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$8.99M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.08M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$22.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.84M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
-$4.92M |
DEM Hedge Fund Activity: Q3 2020 in Review
234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2020, worth a combined $838M — down 4.9% from $881M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of DEM and 21 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 76 added.
The largest buyer was Ameriprise, adding an estimated $16.5M. The largest seller was Freestone Capital Holdings, cutting an estimated $22.6M.
- 234 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2020, down from 241 in Q2 2020.
- Funds reported $838M of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2020, down 4.9% quarter-over-quarter.
- 21 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2020 and 27 closed out, a net change of -6 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2020 was Ameriprise, an estimated $16.5M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2020 was Freestone Capital Holdings, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2020.