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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$1.93M +$49K +1,140 +3%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.92M +$417K +9,706 +28%
NFSG
78
Newbridge Financial Services Group
Florida
$1.83M +$699K +16,269 +63%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.81M -$4.96M -115,389 -73%
Corient Private Wealth
80
Corient Private Wealth
Florida
$1.81M +$20.7K +482 +1%
HNB
81
Huntington National Bank
Ohio
$1.8M
WP
82
WealthPLAN Partners
Nebraska
$1.74M -$8.17K -190 -0.5%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$1.7M +$193K +4,494 +13%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$1.66M -$2.42M -56,305 -59%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.65M +$97.3K +2,265 +6%
RIA
86
Regal Investment Advisors
Michigan
$1.65M -$16.4K -382 -1%
JWCA
87
J.W. Cole Advisors
Florida
$1.6M +$129K +2,998 +9%
KC
88
Kades & Cheifetz
Pennsylvania
$1.6M +$26.6K +620 +2%
JCM
89
Janney Capital Management
Pennsylvania
$1.6M -$44.3K -1,031 -3%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.6M +$73.8K +1,718 +5%
FRA
91
FFG Retirement Advisors
Colorado
$1.58M -$41.9K -976 -3%
MCP
92
Mirador Capital Partners
California
$1.57M +$16.4K +381 +1%
MNBTD
93
Moody National Bank Trust Division
Texas
$1.57M -$2.15K -50 -0.1%
BP
94
BNP Paribas
France
$1.56M +$93.2K +2,169 +6%
EAM
95
Evanson Asset Management
California
$1.53M -$31.7K -738 -2%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$1.53M +$46.7K +1,087 +3%
PA
97
PFG Advisors
Arizona
$1.44M +$88.7K +2,063 +7%
FCCM
98
First City Capital Management
Georgia
$1.42M +$131K +3,041 +10%
JFA
99
JNBA Financial Advisors
Minnesota
$1.32M -$566K -13,163 -30%
SWP
100
Stratos Wealth Partners
Ohio
$1.24M +$7.61K +177 +0.6%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.