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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
101
Canandaigua National Trust of Florida
New York
$1.15M +$31.3K +741 +3%
Northern Trust
102
Northern Trust
Illinois
$1.14M – – –
CCM
103
Cullen Capital Management
New York
$1.13M +$1.18M +28,000 New
NC
104
NewSquare Capital
Pennsylvania
$1.1M +$64.7K +1,531 +6%
SA
105
Sincerus Advisory
New York
$1.08M +$1.13M +26,657 New
SWP
106
Stratos Wealth Partners
Ohio
$1.03M -$221K -5,233 -17%
ICM
107
Islay Capital Management
Texas
$1.01M +$27.5K +651 +3%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1M +$182K +4,308 +21%
Lazard Asset Management
109
Lazard Asset Management
New York
$919K +$763K +18,054 +387%
AWS
110
Atria Wealth Solutions
New York
$918K +$278K +6,581 +41%
EFL
111
ERn Financial LLC
Wisconsin
$887K +$66.1K +1,564 +8%
JFA
112
JNBA Financial Advisors
Minnesota
$869K -$81.1K -1,920 -8%
SS
113
SBI Securities
Japan
$866K +$904K +21,395 New
MA
114
MBA Advisors
Pennsylvania
$853K +$105K +2,479 +13%
CP
115
Camelot Portfolios
Ohio
$839K -$45.3K -1,073 -5%
SWP
116
Summit Wealth Partners
Florida
$835K -$18.5K -438 -2%
LWM
117
Lodestone Wealth Management
Washington
$809K +$699K +16,537 New
S
118
SharpePoint
Arizona
$802K +$837K +19,804 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$771K +$423 +10 +0.1%
NLP
120
Next Level Private
New York
$761K -$1.48K -35 -0.2%
RG
121
Rathbones Group
United Kingdom
$746K +$80.3K +1,900 +11%
WWM
122
Western Wealth Management
Colorado
$741K -$146K -3,464 -16%
EW
123
Element Wealth
Mississippi
$740K +$11.8K +279 +2%
BOPW
124
Brandywine Oak Private Wealth
Pennsylvania
$715K – – –
NA
125
NewEdge Advisors
Louisiana
$710K +$469K +11,108 +173%
3 4
5
6 7

DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.