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WisdomTree Emerging Markets High Dividend Fund

256 hedge funds and large institutions have $1.08B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$46M)

0.39% less ownership

Funds ownership: 53.85%53.46% (-0.39%)

2% less funds holding

Funds holding: 262256 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
89
Reduced
76
Closed
31
Calls
$1.95M
Puts
$1.3M
Net Calls
+$649K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$697K +$699K +15,254 New
MCWS
102
McKinley Carter Wealth Services
West Virginia
$680K -$295K -6,438 -30%
WI
103
Wintrust Investments
Illinois
$674K +$6.23K +136 +0.9%
CFA
104
Cahill Financial Advisors
Minnesota
$663K +$7.01K +153 +1%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$662K +$160K +3,491 +32%
AI
106
Accredited Investors
Minnesota
$633K -$408K -8,909 -39%
EGWAG
107
Elwood & Goetz Wealth Advisory Group
Georgia
$602K -$8.2K -179 -1%
SFM
108
Signet Financial Management
New Jersey
$600K -$41.7K -910 -6%
AIFAIM
109
American Institute for Advanced Investment Management
Arizona
$600K +$33.2K +725 +6%
CC
110
Courier Capital
New York
$587K -$16K -350 -3%
ATC
111
Argent Trust Co
Tennessee
$558K -$6.6K -144 -1%
CAM
112
Cresset Asset Management
Illinois
$557K -$92 -2 -0%
Bessemer Group
113
Bessemer Group
New Jersey
$551K +$553K +12,067 New
BPA
114
Beacon Pointe Advisors
California
$534K -$578K -12,617 -52%
Simplex Trading
115
Simplex Trading
Illinois
$533K +$142K +3,110 +36%
EW
116
Element Wealth
Mississippi
$531K +$1.6K +35 +0.3%
Goldman Sachs
117
Goldman Sachs
New York
$520K +$1.42K +31 +0.3%
FCCM
118
First City Capital Management
Georgia
$497K +$506K +11,038 New
FTUS
119
Flow Traders U.S.
New York
$493K -$70.3K -1,535 -12%
PAG
120
Private Advisor Group
New Jersey
$491K -$57K -1,244 -10%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$465K +$377K +8,222 +422%
KA
122
Klingman & Associates
New York
$457K
BRWA
123
B. Riley Wealth Advisors
Florida
$457K +$159K +3,472 +53%
NFG
124
Next Financial Group
Texas
$455K -$157K -3,433 -26%
KWM
125
Kingsview Wealth Management
Oregon
$453K +$162K +3,545 +55%

DEM Hedge Fund Activity: Q2 2021 in Review

256 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2021, worth a combined $1.08B — up 4.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DEM and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Morgan Stanley, adding an estimated $5.14M. The largest seller was NorthRock Partners, cutting an estimated $4.78M.

  • 256 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2021, down from 262 in Q1 2021.
  • Funds reported $1.08B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 27 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.14M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2021 was NorthRock Partners, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.