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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
76
TD Private Client Wealth
New York
$1.78M +$230K +5,907 +14%
OPA
77
Old Port Advisors
Maine
$1.64M +$1.7M +43,675 New
WP
78
WealthPLAN Partners
Nebraska
$1.6M -$77.7K -1,999 -4%
IWC
79
Integrated Wealth Concepts
Massachusetts
$1.59M +$1.65M +42,502 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$1.59M +$227K +5,835 +16%
IA
81
IFP Advisors
Florida
$1.57M +$68.6K +1,764 +4%
Corient Private Wealth
82
Corient Private Wealth
Florida
$1.52M +$186K +4,789 +13%
JCM
83
Janney Capital Management
Pennsylvania
$1.48M +$167K +4,284 +12%
HNB
84
Huntington National Bank
Ohio
$1.47M
MML Investors Services
85
MML Investors Services
Massachusetts
$1.47M +$574K +14,760 +61%
EAM
86
Evanson Asset Management
California
$1.41M -$101K -2,607 -6%
RIA
87
Regal Investment Advisors
Michigan
$1.41M -$57.9K -1,489 -4%
OMC
88
Old Mission Capital
Illinois
$1.39M -$1.92M -49,302 -57%
KC
89
Kades & Cheifetz
Pennsylvania
$1.33M +$90.2K +2,319 +7%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$1.3M +$76.5K +1,968 +6%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.23M -$497K -12,788 -28%
JWCA
92
J.W. Cole Advisors
Florida
$1.22M +$45.4K +1,167 +4%
MCP
93
Mirador Capital Partners
California
$1.21M +$181K +4,668 +17%
IWP
94
Invenio Wealth Partners
Florida
$1.2M -$1.16M -29,773 -48%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.18M +$13.6K +350 +1%
BMCM
96
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$1.17M +30,000 New
Marshall Wace
97
Marshall Wace
United Kingdom
$1.12M +$1.16M +29,798 New
TCWM
98
Total Clarity Wealth Management
Illinois
$1.11M +$36.9K +948 +3%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.1M -$453K -11,655 -29%
GIS
100
Grayhawk Investment Strategies
Alberta, Canada
$1.09M -$62.2K -1,600 -5%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.