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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$637K +$18.9K +440 +3%
SFM
102
Signet Financial Management
New Jersey
$623K -$112K -2,610 -16%
NFG
103
Next Financial Group
Texas
$594K +$161K +3,740 +39%
EGWAG
104
Elwood & Goetz Wealth Advisory Group
Georgia
$592K -$93.7K -2,178 -14%
CC
105
Courier Capital
New York
$585K +$4K +93 +0.7%
AW
106
ACG Wealth
Georgia
$571K -$74.8K -1,740 -12%
AIFAIM
107
American Institute for Advanced Investment Management
Arizona
$551K
ATC
108
Argent Trust Co
Tennessee
$549K +$12K +279 +2%
FTUS
109
Flow Traders U.S.
New York
$547K -$1.46M -33,984 -73%
CAM
110
Cresset Asset Management
Illinois
$541K -$64.4K -1,496 -11%
PAG
111
Private Advisor Group
New Jersey
$532K -$400K -9,302 -44%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$530K -$143K -3,315 -22%
EW
113
Element Wealth
Mississippi
$514K +$5.59K +130 +1%
SB
114
Strategic Blueprint
Georgia
$512K +$182K +4,234 +58%
Goldman Sachs
115
Goldman Sachs
New York
$504K +$489K +11,360 New
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$488K -$64.4K -1,498 -12%
IA
117
IFP Advisors
Florida
$482K -$661K -15,356 -58%
William Blair & Company
118
William Blair & Company
Illinois
$446K -$5.63K -131 -1%
KA
119
Klingman & Associates
New York
$444K -$27.5K -640 -6%
TFS
120
TrustCore Financial Services
Tennessee
$433K -$95K -2,209 -18%
MML Investors Services
121
MML Investors Services
Massachusetts
$426K +$15.4K +359 +4%
SAMC
122
Spectrum Asset Management (California)
California
$421K
GLA
123
Good Life Advisors
Pennsylvania
$413K +$215 +5 +0.1%
OC
124
Oarsman Capital
Wisconsin
$401K +$6.45K +150 +2%
GAG
125
GM Advisory Group
New York
$400K -$14.8K -344 -4%

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.