WisdomTree Emerging Markets High Dividend Fund
224 hedge funds and large institutions have $880M invested in WisdomTree Emerging Markets High Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 26 closing their positions.
2.13% less ownership
Funds ownership: 42.54% → 40.4% (-2.1%)
3% less funds holding
Funds holding: 231 → 224 (-7)
15% less capital invested
Capital invested by funds: $1.04B → $880M (-$158M)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
21% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 95
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
61% less call options, than puts
Call options by funds: $1.29M | Put options by funds: $3.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.58M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.88M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.9M |
| 2 |
Jane Street
New York
|
-$21.2M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
-$21.1M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$21M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$12.5M |
DEM Hedge Fund Activity: Q1 2015 in Review
224 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2015, worth a combined $880M — down 15% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of DEM and 22 opened new positions — a net loss of 4 holders — while 95 trimmed existing stakes and 75 added.
The largest buyer was Ameriprise, adding an estimated $7.3M. The largest seller was Royal Bank of Canada, cutting an estimated $31.9M.
- 224 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2015, down from 231 in Q4 2014.
- Funds reported $880M of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2015, down 15% quarter-over-quarter.
- 22 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2015 and 26 closed out, a net change of -4 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2015 was Ameriprise, an estimated $7.3M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2015 was Royal Bank of Canada, an estimated $31.9M sold.
Based on aggregated 13F filings for Q1 2015.