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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Ackerman Capital Advisors
Texas
$639K +$649K +14,859 New
KA
102
Klingman & Associates
New York
$606K -$110K -2,523 -16%
William Blair & Company
103
William Blair & Company
Illinois
$600K +$46.2K +1,058 +9%
Franklin Resources
104
Franklin Resources
California
$595K -$10.9K -250 -2%
Citigroup
105
Citigroup
New York
$585K +$18K +411 +3%
Brown Advisory
106
Brown Advisory
Maryland
$580K
HIC
107
Holderness Investments Company
North Carolina
$578K -$3.8K -87 -0.7%
3AM
108
3D Asset Management
Connecticut
$573K -$4.67K -107 -0.8%
AG
109
Advisor Group
Arizona
$569K +$127K +2,899 +30%
SCA
110
Snowden Capital Advisors
New York
$558K +$45.1K +1,032 +9%
MA
111
MUFG Americas
New York
$552K -$75.5K -1,727 -12%
CBN
112
Cadence Bank NA
Texas
$546K +$4.46K +102 +0.9%
SAM
113
SignalPoint Asset Management
Missouri
$543K +$2.01K +46 +0.4%
SGAM
114
Steinberg Global Asset Management
Florida
$535K +$93.6K +2,141 +22%
SWM
115
SeaCrest Wealth Management
New York
$524K +$505K +11,549 New
NWP
116
Northstar Wealth Partners
Connecticut
$520K +$17.7K +406 +4%
WKWM
117
Walter & Keenan Wealth Management
Indiana
$500K
SMC
118
Smith, Moore & Co
Missouri
$488K
USAA
119
United Services Automobile Association
Texas
$485K
DPA
120
Delphi Private Advisors
California
$484K +$466K +10,664 New
SIC
121
Shoker Investment Counsel
Ohio
$479K +$6.99K +160 +2%
RI
122
RPTC Inc
Wyoming
$459K +$443K +10,127 New
WS
123
Wedbush Securities
California
$450K +$200K +4,569 +85%
PAG
124
Private Advisor Group
New Jersey
$446K -$387K -8,867 -48%
PCM
125
Pointe Capital Management
Michigan
$425K -$150K -3,433 -27%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.