We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$1.22M +$984K +22,900 +428%
CI
102
CX Institutional
Indiana
$1.21M -$54.6K -1,270 -4%
DWM
103
Drive Wealth Management
Utah
$1.21M +$61.6K +1,434 +5%
EWM
104
Endowment Wealth Management
Wisconsin
$1.17M +$95.5K +2,223 +9%
CP
105
Camelot Portfolios
Ohio
$1.12M +$117K +2,715 +12%
NC
106
NewSquare Capital
Pennsylvania
$1.1M +$16.5K +385 +2%
ICM
107
Islay Capital Management
Texas
$1.05M -$91.2K -2,122 -8%
FAT
108
First American Trust
California
$948K -$2.01M -46,669 -68%
PAG
109
Private Advisor Group
New Jersey
$892K +$56.3K +1,310 +7%
SWP
110
Summit Wealth Partners
Florida
$832K +$216K +5,024 +35%
MA
111
MBA Advisors
Pennsylvania
$811K +$147K +3,426 +22%
NA
112
NewEdge Advisors
Louisiana
$807K +$793K +18,455 +10,792%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$799K +$50.9K +1,185 +7%
NLP
114
Next Level Private
New York
$775K +$14.6K +339 +2%
BOPW
115
Brandywine Oak Private Wealth
Pennsylvania
$764K -$2.36K -55 -0.3%
IRC
116
Investors Research Corp
Georgia
$755K +$284K +6,607 +61%
BCM
117
BluePointe Capital Management
California
$751K -$284K -6,605 -28%
WWM
118
Western Wealth Management
Colorado
$750K +$111K +2,578 +17%
EW
119
Element Wealth
Mississippi
$745K +$99.9K +2,325 +16%
AWM
120
Axxcess Wealth Management
California
$725K -$36.3K -844 -5%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$709K -$56.9K -1,324 -7%
NWM
122
Northcape Wealth Management
New York
$700K +$8.51K +198 +1%
CAM
123
Cresset Asset Management
Illinois
$699K +$170K +3,944 +32%
Financial Engines Advisors
124
Financial Engines Advisors
California
$669K -$33.7K -784 -5%
BWM
125
Birchcreek Wealth Management
Ohio
$663K -$138K -3,205 -17%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.