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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
76
Rothschild Investment LLC
Illinois
$1.24M
HighTower Advisors
77
HighTower Advisors
Illinois
$1.24M +$73.1K +1,679 +6%
KeyBank National Association
78
KeyBank National Association
Ohio
$1.12M +$52.2K +1,200 +5%
Citadel Advisors
79
Citadel Advisors
Florida
$1.08M -$9M -206,769 -89%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$1.06M -$221K -5,080 -17%
FAT
81
First American Trust
California
$1.06M -$262K -6,018 -20%
MWM
82
Mission Wealth Management
California
$1.01M -$268K -6,157 -21%
BP
83
Ballentine Partners
Massachusetts
$1M +$1.01M +23,191 New
CAN
84
Cetera Advisor Networks
California
$953K -$18.1K -416 -2%
MBT
85
Montecito Bank & Trust
California
$835K -$24.1K -553 -3%
JWCA
86
J.W. Cole Advisors
Florida
$810K +$814K +18,705 New
OPS
87
Orion Portfolio Solutions
Nebraska
$788K -$14.3K -328 -2%
CCA
88
Clearwater Capital Advisors
Illinois
$766K -$24.5K -563 -3%
GFS
89
GYL Financial Synergies
Connecticut
$734K
ANI
90
American National Insurance
Texas
$732K
MNBTD
91
Moody National Bank Trust Division
Texas
$732K
VR
92
Viridian RIA
Washington
$720K +$723K +16,611 New
MWP
93
Moller Wealth Partners
$691K -$24.5K -563 -3%
ATC
94
Argent Trust Co
Tennessee
$688K +$72.5K +1,665 +12%
CFA
95
Cahill Financial Advisors
Minnesota
$683K +$16.2K +373 +2%
MCWS
96
McKinley Carter Wealth Services
West Virginia
$678K +$37.8K +869 +6%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$669K -$122K -2,802 -15%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$652K +$1.87K +43 +0.3%
AG
99
Ascent Group
Virginia
$645K +$624K +14,333 New
WI
100
Wintrust Investments
Illinois
$638K +$641K +14,716 New

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.