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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
126
CX Institutional
Indiana
$466K -$3.4M -83,037 -88%
CASB
127
Cape Ann Savings Bank
Massachusetts
$446K -$39.2K -957 -8%
SMC
128
Smith, Moore & Co
Missouri
$444K
3AM
129
3D Asset Management
Connecticut
$440K +$5.94K +145 +1%
FFW
130
Fusion Family Wealth
New York
$421K -$1.51M -36,858 -78%
WS
131
Wedbush Securities
California
$419K -$21.9K -535 -5%
VCM
132
Vivaldi Capital Management
Illinois
$408K +$130K +3,171 +45%
RIA
133
Regal Investment Advisors
Michigan
$406K -$6.43K -157 -2%
Wolverine Trading
134
Wolverine Trading
Illinois
$405K +$413K +10,065 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$404K +$382K +9,314 +1,239%
Prudential Financial
136
Prudential Financial
New Jersey
$374K -$35.8K -874 -9%
KL
137
KWMG LLC
Kansas
$372K +$4.92K +120 +1%
CFA
138
Cahill Financial Advisors
Minnesota
$361K +$2.46K +60 +0.7%
MA
139
MUFG Americas
New York
$342K -$43K -1,050 -11%
WKWM
140
Walter & Keenan Wealth Management
Indiana
$322K
SWM
141
SeaCrest Wealth Management
New York
$310K -$122K -2,975 -28%
ST
142
Sabal Trust
Florida
$309K +$7.83K +191 +3%
EWMCB
143
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$308K +$314K +7,670 New
BPA
144
Beacon Pointe Advisors
California
$307K +$311K +7,588 New
GWM
145
Geneos Wealth Management
Colorado
$305K -$12.2K -297 -4%
PWSG
146
Pacific Wealth Strategies Group
California
$301K
PCM
147
Pointe Capital Management
Michigan
$298K -$45.2K -1,102 -13%
FNBOSM
148
First National Bank of South Miami
Florida
$291K +$270K +6,579 New
DC
149
Davenport & Co
Virginia
$288K -$3.07K -75 -1%
US Bancorp
150
US Bancorp
Minnesota
$267K -$63.1K -1,540 -19%

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.