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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.29M -$589K -13,686 -32%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.2M +$1.16M +26,990 New
AWCI
78
Alpine Woods Capital Investors
New York
$1.19M
OPS
79
Orion Portfolio Solutions
Nebraska
$1.16M -$427K -9,919 -28%
DADC
80
D.A. Davidson & Co
Montana
$1.11M +$92.4K +2,148 +9%
KeyBank National Association
81
KeyBank National Association
Ohio
$1.09M
BPA
82
Beacon Pointe Advisors
California
$1.08M +$39.4K +917 +4%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.05M +$1.01M +23,496 +22,592%
AI
84
Accredited Investors
Minnesota
$1.01M -$1.8M -41,915 -65%
TPCW
85
TD Private Client Wealth
New York
$958K -$10.1K -234 -1%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$946K +$917K +21,315 New
MBT
87
Montecito Bank & Trust
California
$887K -$2.97K -69 -0.3%
CCA
88
Clearwater Capital Advisors
Illinois
$831K -$45K -1,047 -5%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$800K +$24.4K +567 +3%
GFS
90
GYL Financial Synergies
Connecticut
$755K
Wolverine Trading
91
Wolverine Trading
Illinois
$750K -$245K -5,702 -25%
MNBTD
92
Moody National Bank Trust Division
Texas
$750K
ANI
93
American National Insurance
Texas
$749K
VR
94
Viridian RIA
Washington
$737K
MWP
95
Moller Wealth Partners
$732K
CAN
96
Cetera Advisor Networks
California
$678K -$266K -6,174 -29%
JWCA
97
J.W. Cole Advisors
Florida
$673K +$142K +3,301 +28%
GT
98
Greenleaf Trust
Michigan
$662K +$61.2K +1,423 +11%
WI
99
Wintrust Investments
Illinois
$649K +$629K +14,620 New
Renaissance Technologies
100
Renaissance Technologies
New York
$648K +$336K +7,800 +115%

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.