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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$1.61M -$280K -6,300 -15%
DADC
77
D.A. Davidson & Co
Montana
$1.52M +$261K +5,865 +20%
SEIA
78
Signature Estate & Investment Advisors
California
$1.45M +$1.48M +33,211 New
HR
79
Howe & Rusling
New York
$1.44M -$1.1M -24,829 -43%
CG
80
Colony Group
Massachusetts
$1.41M +$112K +2,511 +8%
LFG
81
Larson Financial Group
Missouri
$1.35M -$127K -2,867 -8%
RIL
82
Rothschild Investment LLC
Illinois
$1.26M
HighTower Advisors
83
HighTower Advisors
Illinois
$1.19M -$60.6K -1,364 -5%
CAN
84
Cetera Advisor Networks
California
$1.18M +$218K +4,914 +22%
UA
85
Unison Advisors
District of Columbia
$1.18M -$258K -5,814 -18%
KeyBank National Association
86
KeyBank National Association
Ohio
$1.13M
Baird Financial Group
87
Baird Financial Group
Wisconsin
$1.06M -$9.09M -204,604 -89%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.04M -$30.4K -685 -3%
FAT
89
First American Trust
California
$1.04M -$28.9K -651 -3%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$1.01M -$2.14M -48,138 -68%
AWM
91
Axxcess Wealth Management
California
$974K +$398K +8,952 +67%
EGWAG
92
Elwood & Goetz Wealth Advisory Group
Georgia
$971K +$409K +9,196 +71%
MWM
93
Mission Wealth Management
California
$964K -$57.5K -1,293 -6%
IA
94
IFP Advisors
Florida
$954K +$626K +14,088 +211%
AWS
95
Atria Wealth Solutions
New York
$938K +$952K +21,420 New
JWCA
96
J.W. Cole Advisors
Florida
$873K +$55.6K +1,250 +7%
MBT
97
Montecito Bank & Trust
California
$834K -$10.3K -232 -1%
NC
98
NewSquare Capital
Pennsylvania
$792K +$236K +5,305 +41%
BPA
99
Beacon Pointe Advisors
California
$773K +$318K +7,161 +68%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$755K +$98.8K +2,222 +15%

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.