We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$825K +$125K +2,609 +17%
ANI
102
American National Insurance
Texas
$809K
SSWM
103
Sheets Smith Wealth Management
North Carolina
$806K +$430 +9 +0.1%
CC
104
Courier Capital
New York
$804K -$9.56K -200 -1%
TCOV
105
Trust Company of Vermont
Vermont
$789K +$11.2K +235 +1%
FAAS
106
First Allied Advisory Services
California
$724K -$1.21M -25,270 -63%
OC
107
Oarsman Capital
Wisconsin
$714K +$29.9K +625 +4%
LP
108
LGL Partners
Pennsylvania
$709K -$273K -5,710 -28%
VCWA
109
Vanguard Capital Wealth Advisors
Colorado
$699K +$432K +9,030 +155%
SGAM
110
Steinberg Global Asset Management
Florida
$683K +$119K +2,483 +21%
KA
111
Klingman & Associates
New York
$667K +$28.7K +600 +4%
BCA
112
Benchmark Capital Advisors
New York
$665K -$14.3K -300 -2%
William Blair & Company
113
William Blair & Company
Illinois
$652K +$19.1K +400 +3%
Brown Advisory
114
Brown Advisory
Maryland
$650K +$38K +795 +6%
SFG
115
StrategIQ Financial Group
Indiana
$644K +$644K +13,475 New
HIC
116
Holderness Investments Company
North Carolina
$629K +$19K +398 +3%
WDL
117
Well Done LLC
Michigan
$627K +$4.48M +93,776 New
CBN
118
Cadence Bank NA
Texas
$624K +$49.1K +1,027 +9%
MML Investors Services
119
MML Investors Services
Massachusetts
$609K -$479K -10,015 -44%
SCA
120
Snowden Capital Advisors
New York
$606K +$17.5K +365 +3%
SAM
121
SignalPoint Asset Management
Missouri
$565K -$7.84K -164 -1%
Citigroup
122
Citigroup
New York
$556K -$61.2K -1,279 -10%
SWM
123
SeaCrest Wealth Management
New York
$554K +$1.34K +28 +0.2%
3AM
124
3D Asset Management
Connecticut
$549K -$55.7K -1,164 -9%
Prudential Financial
125
Prudential Financial
New Jersey
$538K +$538K +11,250 New

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.