We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$1.9M +$16.7K +410 +0.9%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$1.88M +$69.9K +1,714 +4%
JFA
78
JNBA Financial Advisors
Minnesota
$1.83M -$2M -49,012 -53%
IA
79
IFP Advisors
Florida
$1.81M +$99K +2,427 +6%
ASFA
80
All Season Financial Advisors
Colorado
$1.8M -$1.17M -28,665 -40%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.73M +$4.65K +114 +0.3%
WP
82
WealthPLAN Partners
Nebraska
$1.69M -$3.34K -82 -0.2%
HNB
83
Huntington National Bank
Ohio
$1.66M
RIA
84
Regal Investment Advisors
Michigan
$1.61M +$44.1K +1,081 +3%
JCM
85
Janney Capital Management
Pennsylvania
$1.59M -$24.3K -595 -2%
FRA
86
FFG Retirement Advisors
Colorado
$1.56M +$35.6K +874 +2%
OMC
87
Old Mission Capital
Illinois
$1.53M +$182K +4,472 +14%
MNBTD
88
Moody National Bank Trust Division
Texas
$1.52M
KC
89
Kades & Cheifetz
Pennsylvania
$1.52M -$36.6K -898 -2%
MCP
90
Mirador Capital Partners
California
$1.51M +$59.7K +1,463 +4%
EAM
91
Evanson Asset Management
California
$1.5M -$34.1K -837 -2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.5M -$62.1K -1,523 -4%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.47M +$170K +4,169 +13%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.45M +$113K +2,760 +9%
JWCA
95
J.W. Cole Advisors
Florida
$1.42M +$33.5K +821 +2%
BP
96
BNP Paribas
France
$1.42M +$1.38M +33,929 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.41M -$419K -10,268 -23%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$1.41M -$1.26M -30,980 -48%
PA
99
PFG Advisors
Arizona
$1.3M +$34.6K +849 +3%
Citadel Advisors
100
Citadel Advisors
Florida
$1.27M -$1.72M -42,263 -58%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.