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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$592K +$595K +13,670 New
AWM
102
Axxcess Wealth Management
California
$577K +$580K +13,312 New
EGWAG
103
Elwood & Goetz Wealth Advisory Group
Georgia
$562K +$2.13K +49 +0.4%
NC
104
NewSquare Capital
Pennsylvania
$554K +$208K +4,775 +60%
CC
105
Courier Capital
New York
$543K -$13.8K -316 -2%
OPOWM
106
One Plus One Wealth Management
Florida
$542K +$544K +12,504 New
EFS
107
Econ Financial Services
Pennsylvania
$541K +$543K +12,477 New
SFM
108
Signet Financial Management
New Jersey
$538K -$29.3K -673 -5%
CAM
109
Cresset Asset Management
Illinois
$529K
SB
110
Strategic Blueprint
Georgia
$523K +$24.8K +569 +5%
FIM
111
Fernwood Investment Management
Massachusetts
$522K +$17.4K +400 +3%
BRWA
112
B. Riley Wealth Advisors
Florida
$509K +$653 +15 +0.1%
EW
113
Element Wealth
Mississippi
$508K +$1.83K +42 +0.4%
Goldman Sachs
114
Goldman Sachs
New York
$503K +$8.05K +185 +2%
FCCM
115
First City Capital Management
Georgia
$480K -$153K -3,520 -25%
MML Investors Services
116
MML Investors Services
Massachusetts
$478K +$15.5K +356 +3%
FCA
117
FinTrust Capital Advisors
South Carolina
$477K +$363K +8,347 +313%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$476K +$34.2K +786 +8%
AIFAIM
119
American Institute for Advanced Investment Management
Arizona
$458K +$31.8K +730 +7%
BPA
120
Beacon Pointe Advisors
California
$454K -$118K -2,716 -21%
FPS
121
Fieldpoint Private Securities
Connecticut
$443K -$723K -16,607 -62%
APA
122
American Portfolios Advisors
New York
$442K +$14.3K +328 +3%
AWM
123
Apollon Wealth Management
South Carolina
$442K +$444K +10,200 New
KA
124
Klingman & Associates
New York
$434K
FT
125
Fiduciary Trust
Massachusetts
$409K

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.