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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
101
American National Insurance
Texas
$740K
MNBTD
102
Moody National Bank Trust Division
Texas
$740K
CIBC Asset Management
103
CIBC Asset Management
Ontario, Canada
$740K +$751K +16,900 New
CFA
104
Cahill Financial Advisors
Minnesota
$705K +$15.6K +350 +2%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$700K +$24.9K +560 +4%
MWP
106
Moller Wealth Partners
$699K +$356 +8 +0.1%
RIG
107
Roosevelt Investment Group
New York
$674K -$9.38M -211,020 -93%
BRWA
108
B. Riley Wealth Advisors
Florida
$663K +$150K +3,380 +29%
VR
109
Viridian RIA
Washington
$659K -$738K -16,611 Closed
Financial Engines Advisors
110
Financial Engines Advisors
California
$659K +$669K +15,052 New
WI
111
Wintrust Investments
Illinois
$641K -$3.29K -74 -0.5%
Lazard Asset Management
112
Lazard Asset Management
New York
$622K -$1.77M -39,808 -74%
CCA
113
Clearwater Capital Advisors
Illinois
$618K -$158K -3,562 -20%
AG
114
Ascent Group
Virginia
$616K -$11.1K -249 -2%
FIM
115
Fernwood Investment Management
Massachusetts
$615K +$88.9K +2,000 +17%
SB
116
Strategic Blueprint
Georgia
$600K +$73K +1,642 +14%
CA
117
Clearstead Advisors
Ohio
$594K -$4.36K -98 -0.7%
EW
118
Element Wealth
Mississippi
$580K +$67.6K +1,520 +13%
OPS
119
Orion Portfolio Solutions
Nebraska
$565K -$234K -5,274 -29%
MCWS
120
McKinley Carter Wealth Services
West Virginia
$550K -$137K -3,081 -20%
CC
121
Courier Capital
New York
$548K
PAG
122
Private Advisor Group
New Jersey
$544K +$134K +3,022 +32%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$541K +$61.4K +1,381 +13%
GFS
124
GYL Financial Synergies
Connecticut
$540K -$204K -4,588 -27%
ANTB
125
AMG National Trust Bank
Colorado
$538K +$205K +4,610 +60%

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.