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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
PFG Advisors
Arizona
$1.23M +$914K +23,877 +373%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.19M +$1.12M +29,197 New
CP
103
Camelot Portfolios
Ohio
$1.18M +$138K +3,593 +14%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.17M -$525K -13,723 -32%
FCCM
105
First City Capital Management
Georgia
$1.13M -$43.4K -1,135 -4%
CC
106
Cornerstone Capital
California
$1.11M -$1.09M -28,520 -51%
ATWA
107
Arbor Trust Wealth Advisors
Michigan
$1.11M +$1.04M +27,273 New
GIS
108
Grayhawk Investment Strategies
Alberta, Canada
$1.1M -$80.4K -2,100 -7%
PWP
109
Precedent Wealth Partners
Texas
$1.1M +$1.03M +26,950 New
DWM
110
Drive Wealth Management
Utah
$1.05M +$565K +14,770 +135%
PAG
111
Private Advisor Group
New Jersey
$1.03M +$62K +1,620 +7%
FGAM
112
Financial Gravity Asset Management
Texas
$1.03M +$1.99K +52 +6%
IWP
113
Invenio Wealth Partners
Florida
$1.02M -$261K -6,806 -21%
KeyBank National Association
114
KeyBank National Association
Ohio
$1.02M
EWM
115
Endowment Wealth Management
Wisconsin
$992K +$31K +810 +3%
BCM
116
BluePointe Capital Management
California
$939K +$883K +23,071 New
CIBC World Market
117
CIBC World Market
Ontario, Canada
$910K +$620K +16,202 +262%
ICM
118
Islay Capital Management
Texas
$908K
AWM
119
Axxcess Wealth Management
California
$874K -$209K -5,448 -20%
Goldman Sachs
120
Goldman Sachs
New York
$862K +$811K +21,200 New
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$844K -$224K -5,849 -22%
AWS
122
Atria Wealth Solutions
New York
$798K +$164K +4,285 +28%
NWM
123
Northcape Wealth Management
New York
$780K -$54.2K -1,417 -7%
NC
124
NewSquare Capital
Pennsylvania
$765K -$104K -2,710 -13%
NLP
125
Next Level Private
New York
$755K -$19.4K -506 -3%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.