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WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
QA
76
Quantitative Advantage
Minnesota
$1.67M +$318K +8,440 +24%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$1.62M -$114K -3,030 -7%
EAM
78
Evanson Asset Management
California
$1.54M +$182K +4,829 +13%
HNB
79
Huntington National Bank
Ohio
$1.49M
IA
80
IFP Advisors
Florida
$1.35M +$295K +7,813 +36%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.35M +$216K +5,735 +19%
JCM
82
Janney Capital Management
Pennsylvania
$1.33M -$3.17K -84 -0.2%
KC
83
Kades & Cheifetz
Pennsylvania
$1.27M +$221K +5,851 +21%
IWM
84
IHT Wealth Management
Illinois
$1.23M +$1.23M +32,597 New
CP
85
Camelot Portfolios
Ohio
$1.2M -$131K -3,474 -10%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$1.18M +$237K +6,292 +25%
Renaissance Technologies
87
Renaissance Technologies
New York
$1.17M -$2.01M -53,200 -63%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$1.14M -$272K -7,211 -19%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1.08M +$330K +8,756 +44%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.07M +$458K +12,139 +75%
FCCM
91
First City Capital Management
Georgia
$1.07M +$112K +2,963 +12%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.06M +$225K +5,959 +27%
AA
93
AlphaQ Advisors
Florida
$1.04M +$22K +583 +2%
YAL
94
Your Advocates Ltd
Texas
$986K +$1.09K +29 +0.1%
JWCA
95
J.W. Cole Advisors
Florida
$982K +$39.9K +1,058 +4%
NWM
96
Northcape Wealth Management
New York
$947K +$943K +25,001 New
KeyBank National Association
97
KeyBank National Association
Ohio
$930K
ICM
98
Islay Capital Management
Texas
$894K +$676K +17,925 +315%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$841K -$26.6K -704 -3%
NC
100
NewSquare Capital
Pennsylvania
$805K +$36.4K +965 +5%

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.