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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
101
Investors Research Corp
Georgia
$1.14M +$372K +8,584 +49%
ARC
102
Advisor Resource Council
Texas
$1.13M +$535K +12,340 +93%
NC
103
NewSquare Capital
Pennsylvania
$1.13M +$5.29K +122 +0.5%
ICM
104
Islay Capital Management
Texas
$1.07M
JFA
105
JNBA Financial Advisors
Minnesota
$1.03M -$311K -7,176 -23%
CP
106
Camelot Portfolios
Ohio
$959K -$176K -4,063 -16%
WWM
107
Western Wealth Management
Colorado
$958K +$193K +4,452 +26%
FAT
108
First American Trust
California
$938K -$25.4K -586 -3%
SWP
109
Summit Wealth Partners
Florida
$927K +$79.8K +1,840 +10%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$902K -$9.88M -227,953 -92%
EFL
111
ERn Financial LLC
Wisconsin
$895K +$229K +5,280 +35%
Jane Street
112
Jane Street
New York
$856K +$843K +19,452 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$849K -$977K -22,541 -54%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$837K +$25.6K +591 +3%
NLP
115
Next Level Private
New York
$828K +$40.1K +926 +5%
MA
116
MBA Advisors
Pennsylvania
$818K -$5.5K -127 -0.7%
EW
117
Element Wealth
Mississippi
$792K +$34.2K +789 +5%
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
$777K
BIP
119
Blueprint Investment Partners
North Carolina
$771K +$759K +17,516 New
RG
120
Rathbones Group
United Kingdom
$727K +$192K +4,430 +37%
AWM
121
Axxcess Wealth Management
California
$723K -$13.7K -315 -2%
NWM
122
Northcape Wealth Management
New York
$711K +$173 +4 +0%
Financial Engines Advisors
123
Financial Engines Advisors
California
$709K +$29K +669 +4%
AWS
124
Atria Wealth Solutions
New York
$708K +$36.6K +844 +6%
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$696K -$24.4K -562 -3%

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.