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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$1.15M -$9.18M -264,653 -89%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.07M +$679K +19,573 +189%
DADC
78
D.A. Davidson & Co
Montana
$1.05M -$487K -14,048 -32%
IA
79
IFP Advisors
Florida
$991K +$24.2K +697 +3%
KC
80
Kades & Cheifetz
Pennsylvania
$985K +$959K +27,642 New
AA
81
AlphaQ Advisors
Florida
$955K +$929K +26,786 New
FAT
82
First American Trust
California
$929K +$20.4K +588 +2%
OPS
83
Orion Portfolio Solutions
Nebraska
$928K +$408K +11,752 +82%
YAL
84
Your Advocates Ltd
Texas
$927K +$791K +22,810 +712%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$890K -$34K -980 -4%
FCCM
86
First City Capital Management
Georgia
$887K -$6.59K -190 -0.8%
JWCA
87
J.W. Cole Advisors
Florida
$886K -$2.22K -64 -0.3%
KeyBank National Association
88
KeyBank National Association
Ohio
$875K
RIL
89
Rothschild Investment LLC
Illinois
$847K
CG
90
Colony Group
Massachusetts
$847K +$171K +4,918 +26%
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$817K -$349K -10,050 -30%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$787K -$3.06M -88,095 -80%
NC
93
NewSquare Capital
Pennsylvania
$723K +$31.4K +905 +5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$702K +$148K +4,253 +28%
NLP
95
Next Level Private
New York
$683K +$117K +3,364 +22%
BRWA
96
B. Riley Wealth Advisors
Florida
$650K +$67.4K +1,943 +12%
HighTower Advisors
97
HighTower Advisors
Illinois
$649K -$165K -4,748 -21%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$635K +$618K +17,819 New
MMA
99
Miracle Mile Advisors
California
$620K -$612K -17,635 -50%
CFA
100
Cahill Financial Advisors
Minnesota
$613K +$5.24K +151 +0.9%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.