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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Starfire Investment Advisers
Michigan
$425K +$409K +9,364 New
FMBTD
127
First Midwest Bank Trust Division
Illinois
$408K +$160K +3,664 +69%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$399K -$49.6K -1,135 -11%
GWM
129
Geneos Wealth Management
Colorado
$393K +$37.2K +851 +11%
LNC
130
Lincoln National Corp
Pennsylvania
$389K +$172K +3,935 +85%
KL
131
KWMG LLC
Kansas
$387K -$14.2K -324 -4%
EWMCB
132
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$382K -$64K -1,465 -15%
US Bancorp
133
US Bancorp
Minnesota
$376K +$67.3K +1,540 +23%
ST
134
Sabal Trust
Florida
$363K +$28.4K +650 +9%
PWSG
135
Pacific Wealth Strategies Group
California
$340K
RIA
136
Regal Investment Advisors
Michigan
$336K -$10.1K -231 -3%
BAC
137
Boys Arnold & Co
North Carolina
$334K -$8.74K -200 -3%
CL
138
CPWM LLC
Washington
$330K
VCM
139
Vivaldi Capital Management
Illinois
$317K
MCM
140
Mengis Capital Management
Oregon
$304K -$3.98K -91 -1%
SPC
141
Sigma Planning Corp
Michigan
$299K +$17K +388 +6%
GIM
142
Guild Investment Management
California
$286K +$276K +6,310 New
CFP
143
Cornerstone Financial Partners
North Carolina
$285K +$274K +6,272 New
PI
144
PFS Investments
Georgia
$279K +$246K +5,637 New
BFPW
145
BOK Financial Private Wealth
Colorado
$272K
SI
146
Stephens Inc
Arkansas
$270K -$1.88K -43 -0.7%
APA
147
American Portfolios Advisors
New York
$269K +$259K +5,923 New
VCWA
148
Vanguard Capital Wealth Advisors
Colorado
$264K +$255K +5,825 New
GW
149
GW & Wade
Massachusetts
$246K +$15K +343 +7%
NFG
150
Next Financial Group
Texas
$239K -$417K -9,532 -64%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.