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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
101
KMG Fiduciary Partners
Ohio
$731K +$747K +18,216 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$728K +$5.29K +129 +0.7%
MNBTD
103
Moody National Bank Trust Division
Texas
$679K
ANI
104
American National Insurance
Texas
$678K
MGIA
105
Moneta Group Investment Advisors
Missouri
$655K +$669K +16,314 New
PA
106
Pinnacle Associates
New York
$651K +$664K +16,205 New
CNBT
107
Canandaigua National Bank & Trust
New York
$639K +$337K +8,211 +107%
OC
108
Oarsman Capital
Wisconsin
$626K +$12.3K +300 +2%
CC
109
Courier Capital
New York
$569K -$97.1K -2,370 -14%
FAAS
110
First Allied Advisory Services
California
$568K -$31.4K -765 -5%
Brown Advisory
111
Brown Advisory
Maryland
$563K
BOPW
112
Brandywine Oak Private Wealth
Pennsylvania
$560K +$572K +13,958 New
G
113
GenTrust
Florida
$550K -$289K -7,050 -34%
CBN
114
Cadence Bank NA
Texas
$539K +$9.39K +229 +2%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$529K +$191K +4,672 +65%
TCOV
116
Trust Company of Vermont
Vermont
$524K -$120K -2,932 -18%
KA
117
Klingman & Associates
New York
$520K
Mariner
118
Mariner
Kansas
$513K -$76.4K -1,864 -13%
SAM
119
SignalPoint Asset Management
Missouri
$512K +$30.7K +749 +6%
HIC
120
Holderness Investments Company
North Carolina
$498K -$30.2K -736 -6%
Citigroup
121
Citigroup
New York
$498K +$54.1K +1,320 +12%
TA
122
TFG Advisers
Michigan
$495K +$506K +12,334 New
AIC
123
Ameritas Investment Company
Nebraska
$493K +$503K +12,270 New
SGAM
124
Steinberg Global Asset Management
Florida
$473K -$117K -2,860 -20%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$470K -$120K -2,926 -20%

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.