We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
101
Old Port Advisors
Maine
$790K +$774K +20,511 New
PAG
102
Private Advisor Group
New Jersey
$767K +$764K +20,246 New
CFA
103
Cahill Financial Advisors
Minnesota
$754K +$102K +2,693 +16%
RIL
104
Rothschild Investment LLC
Illinois
$751K -$148K -3,925 -17%
EWM
105
Endowment Wealth Management
Wisconsin
$749K +$746K +19,771 New
Corient Private Wealth
106
Corient Private Wealth
Florida
$748K +$746K +19,769 New
CG
107
Colony Group
Massachusetts
$705K -$194K -5,150 -22%
NLP
108
Next Level Private
New York
$700K +$6.19K +164 +0.9%
BRWA
109
B. Riley Wealth Advisors
Florida
$693K +$3.85K +102 +0.6%
EH
110
Equitable Holdings
New York
$686K +$159K +4,208 +30%
AWM
111
Axxcess Wealth Management
California
$671K +$668K +17,711 New
CAM
112
Cresset Asset Management
Illinois
$663K +$102K +2,698 +18%
MWM
113
Mission Wealth Management
California
$651K +$2.34K +62 +0.4%
HighTower Advisors
114
HighTower Advisors
Illinois
$635K -$52.6K -1,393 -8%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$620K +$84K +2,227 +16%
LFG
116
Larson Financial Group
Missouri
$619K -$13.4K -356 -2%
Financial Engines Advisors
117
Financial Engines Advisors
California
$605K +$2.34K +62 +0.4%
Citigroup
118
Citigroup
New York
$581K +$135K +3,580 +30%
GFS
119
GYL Financial Synergies
Connecticut
$554K
DAS
120
Dynamic Advisor Solutions
Arizona
$545K +$319K +8,468 +143%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$538K -$136K -3,601 -20%
FIM
122
Fernwood Investment Management
Massachusetts
$520K -$15.1K -400 -3%
1WM
123
1900 Wealth Management
Texas
$515K +$13.8K +367 +3%
CA
124
Clearstead Advisors
Ohio
$492K -$21.7K -576 -4%
AWS
125
Atria Wealth Solutions
New York
$490K +$46.8K +1,240 +11%

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.