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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
101
Canandaigua National Bank & Trust
New York
$877K +$177K +4,100 +26%
IA
102
IFG Advisory
Georgia
$857K +$804K +18,599 New
ACM
103
Ategra Capital Management
Virginia
$833K +$821K +19,011 New
SB
104
Simmons Bank
Arkansas
$828K +$26.4K +612 +3%
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$818K +$807K +18,666 New
TD Asset Management
106
TD Asset Management
Ontario, Canada
$816K +$279K +6,463 +54%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$795K
GT
108
Greenleaf Trust
Michigan
$761K -$172K -3,982 -19%
SAMC
109
Spectrum Asset Management (California)
California
$751K +$740K +17,135 New
ANI
110
American National Insurance
Texas
$741K
MNBTD
111
Moody National Bank Trust Division
Texas
$741K
BTS
112
BB&T Securities
Virginia
$721K +$490K +11,346 +222%
SGAM
113
Steinberg Global Asset Management
Florida
$698K +$179K +4,140 +35%
OC
114
Oarsman Capital
Wisconsin
$686K +$2.16K +50 +0.3%
FTS
115
Fifth Third Securities
Ohio
$681K +$671K +15,540 New
MGIA
116
Moneta Group Investment Advisors
Missouri
$672K -$42.6K -986 -6%
FAAS
117
First Allied Advisory Services
California
$659K +$30.5K +706 +5%
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
$637K +$25.4K +589 +4%
CC
119
Courier Capital
New York
$621K
KFP
120
KMG Fiduciary Partners
Ohio
$598K -$198K -4,573 -25%
Brown Advisory
121
Brown Advisory
Maryland
$596K -$18.8K -435 -3%
HW
122
Hamilton Wealth
California
$594K -$519K -12,008 -47%
CBN
123
Cadence Bank NA
Texas
$593K +$4.19K +97 +0.7%
KA
124
Klingman & Associates
New York
$581K +$13K +300 +2%
CAN
125
Cetera Advisor Networks
California
$568K -$437K -10,106 -44%

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.