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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$1.84M -$1.81M -41,649 -50%
TW
77
Transform Wealth
Colorado
$1.83M +$1.8M +41,635 New
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$1.77M +$90.1K +2,078 +5%
BP
79
BNP Paribas
France
$1.77M +$177K +4,074 +11%
WIM
80
WealthPlan Investment Management
Nebraska
$1.76M +$1.73M +39,983 New
JWCA
81
J.W. Cole Advisors
Florida
$1.74M +$104K +2,407 +6%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$1.69M +$66.5K +1,535 +4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.69M +$4.99K +115 +0.3%
MCP
84
Mirador Capital Partners
California
$1.63M +$33.2K +767 +2%
KC
85
Kades & Cheifetz
Pennsylvania
$1.63M +$780 +18 +0%
MNBTD
86
Moody National Bank Trust Division
Texas
$1.62M +$23.9K +552 +2%
RIA
87
Regal Investment Advisors
Michigan
$1.62M -$50.8K -1,172 -3%
FRA
88
FFG Retirement Advisors
Colorado
$1.6M -$3.99K -92 -0.3%
HighTower Advisors
89
HighTower Advisors
Illinois
$1.6M -$349K -8,040 -18%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$1.51M -$30K -693 -2%
PA
91
PFG Advisors
Arizona
$1.46M +$1.21K +28 +0.1%
EAM
92
Evanson Asset Management
California
$1.46M -$91.5K -2,110 -6%
FCCM
93
First City Capital Management
Georgia
$1.42M -$21.3K -491 -2%
SWP
94
Stratos Wealth Partners
Ohio
$1.35M +$86.7K +1,999 +7%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$1.34M -$338K -7,786 -20%
CI
96
CX Institutional
Indiana
$1.27M +$36.7K +846 +3%
GIS
97
Grayhawk Investment Strategies
Alberta, Canada
$1.26M +$1.24M +28,650 New
DWM
98
Drive Wealth Management
Utah
$1.26M +$33.4K +771 +3%
Northern Trust
99
Northern Trust
Illinois
$1.24M
CNTOF
100
Canandaigua National Trust of Florida
New York
$1.22M +$1.2M +27,626 New

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.