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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
101
First City Capital Management
Georgia
$1.08M +$6.61K +170 +0.6%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$1.03M +$63.4K +1,630 +6%
FGAM
103
Financial Gravity Asset Management
Texas
$1.03M +$33.1K +851 +1,811%
AWM
104
Axxcess Wealth Management
California
$1.01M +$203K +5,231 +24%
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$996K -$41.8K -1,075 -4%
BPA
106
Beacon Pointe Advisors
California
$980K +$296K +7,602 +41%
CP
107
Camelot Portfolios
Ohio
$951K -$117K -2,999 -11%
KeyBank National Association
108
KeyBank National Association
Ohio
$937K +$17.3K +445 +2%
CA
109
Clearstead Advisors
Ohio
$916K +$444K +11,432 +88%
PAG
110
Private Advisor Group
New Jersey
$890K +$32.5K +835 +4%
EWM
111
Endowment Wealth Management
Wisconsin
$884K +$121K +3,100 +15%
YAL
112
Your Advocates Ltd
Texas
$878K -$107K -2,741 -10%
ICM
113
Islay Capital Management
Texas
$836K -$66.2K -1,703 -7%
NC
114
NewSquare Capital
Pennsylvania
$806K +$5.83K +150 +0.7%
AA
115
AlphaQ Advisors
Florida
$774K -$254K -6,546 -24%
NWM
116
Northcape Wealth Management
New York
$772K -$179K -4,612 -18%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$763K -$18.8K -484 -2%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$753K -$17.5M -449,856 -96%
CAM
119
Cresset Asset Management
Illinois
$729K +$15.8K +407 +2%
NLP
120
Next Level Private
New York
$711K +$20.3K +521 +3%
WWM
121
Western Wealth Management
Colorado
$701K +$727K +18,703 New
DAS
122
Dynamic Advisor Solutions
Arizona
$698K +$69.2K +1,781 +11%
CG
123
Colony Group
Massachusetts
$674K -$14.6K -375 -2%
MWM
124
Mission Wealth Management
California
$647K -$8.98K -231 -1%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$613K +$46.6K +1,198 +8%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.