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WisdomTree Emerging Markets High Dividend Fund
DEM

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299 → 299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74% → 60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
299
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$24.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10M
3
Stifel Financial
Stifel Financial
Missouri
+$8.15M
4
CWG
Cornerstone Wealth Group
North Carolina
+$7.56M
5
Wells Fargo
Wells Fargo
California
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$272M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.8M
3
B
Barings
North Carolina
-$9.08M
4
ES
Eagle Strategies
New York
-$9.05M
5
AAS
Avantax Advisory Services
Texas
-$6.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
101
First City Capital Management
Georgia
$1.24M +$76.5K +1,875 +7%
CI
102
CX Institutional
Indiana
$1.22M -$260K -6,369 -18%
SWP
103
Stratos Wealth Partners
Ohio
$1.19M -$1.27M -31,198 -52%
ICM
104
Islay Capital Management
Texas
$1.11M +$170K +4,166 +19%
DWM
105
Drive Wealth Management
Utah
$1.11M +$29.1K +713 +3%
NFSG
106
Newbridge Financial Services Group
Florida
$1.08M +$436K +10,694 +70%
NC
107
NewSquare Capital
Pennsylvania
$1.05M +$257K +6,290 +33%
KeyBank National Association
108
KeyBank National Association
Ohio
$1.05M – – –
EWM
109
Endowment Wealth Management
Wisconsin
$1.04M +$19.8K +485 +2%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$1.03M +$289K +7,077 +40%
BCM
111
BluePointe Capital Management
California
$1M +$35.3K +866 +4%
CP
112
Camelot Portfolios
Ohio
$968K -$238K -5,832 -20%
PWP
113
Precedent Wealth Partners
Texas
$822K -$298K -7,310 -27%
PAG
114
Private Advisor Group
New Jersey
$807K -$248K -6,091 -24%
BWM
115
Birchcreek Wealth Management
Ohio
$775K +$47.5K +1,165 +7%
BOPW
116
Brandywine Oak Private Wealth
Pennsylvania
$741K -$10.4K -256 -1%
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$740K -$124K -3,040 -15%
AWM
118
Axxcess Wealth Management
California
$735K -$160K -3,917 -18%
NLP
119
Next Level Private
New York
$735K -$41.2K -1,009 -5%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$722K +$29.1K +714 +4%
Financial Engines Advisors
121
Financial Engines Advisors
California
$679K – – –
NWM
122
Northcape Wealth Management
New York
$668K -$131K -3,212 -17%
MWM
123
Mission Wealth Management
California
$654K -$2.81K -69 -0.4%
Renaissance Technologies
124
Renaissance Technologies
New York
$653K -$1.9M -46,600 -75%
MA
125
MBA Advisors
Pennsylvania
$640K +$29K +711 +5%
3 4
5
6 7

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.