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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mission Wealth Management
California
$611K -$161K -4,635 -21%
FTUS
102
Flow Traders U.S.
New York
$600K +$222K +6,413 +62%
LFG
103
Larson Financial Group
Missouri
$596K -$528K -15,224 -48%
AIFAIM
104
American Institute for Advanced Investment Management
Arizona
$585K +$50.3K +1,450 +10%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$575K +$210K +6,046 +60%
Financial Engines Advisors
106
Financial Engines Advisors
California
$567K +$29.6K +854 +6%
ICG
107
InterOcean Capital Group
Tennessee
$534K -$3.43M -98,785 -87%
CAM
108
Cresset Asset Management
Illinois
$528K -$1.73K -50 -0.3%
GFS
109
GYL Financial Synergies
Connecticut
$522K -$109K -3,156 -18%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$504K -$36.6K -1,056 -7%
FIM
111
Fernwood Investment Management
Massachusetts
$503K +$34.7K +1,000 +8%
EH
112
Equitable Holdings
New York
$496K +$52.1K +1,502 +12%
MLA
113
My Legacy Advisors
Oregon
$492K -$64K -1,844 -12%
CA
114
Clearstead Advisors
Ohio
$484K
MBT
115
Montecito Bank & Trust
California
$472K -$57.8K -1,666 -11%
1WM
116
1900 Wealth Management
Texas
$472K -$116K -3,340 -20%
BPA
117
Beacon Pointe Advisors
California
$466K +$88.7K +2,558 +24%
LJAC
118
L.J. Altfest & Co
New York
$452K +$440K +12,672 New
EW
119
Element Wealth
Mississippi
$452K -$7.8K -225 -2%
CC
120
Courier Capital
New York
$444K -$2.88K -83 -0.7%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$440K +$104 +3 +0%
AG
122
Ascent Group
Virginia
$440K +$6.07K +175 +1%
CB
123
Cadence Bank
Mississippi
$427K +$520 +15 +0.1%
B
124
Bellecapital
Switzerland
$423K
Citigroup
125
Citigroup
New York
$420K +$295K +8,498 +259%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.