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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
SignalPoint Asset Management
Missouri
$561K +$1.12K +26 +0.2%
Citigroup
127
Citigroup
New York
$559K +$15.6K +361 +3%
TA
128
TFG Advisers
Michigan
$545K +$4.41K +102 +0.8%
HIC
129
Holderness Investments Company
North Carolina
$540K -$3.93K -91 -0.7%
G
130
GenTrust
Florida
$535K -$64.9K -1,501 -11%
Mariner
131
Mariner
Kansas
$527K -$32.2K -746 -6%
SWM
132
SeaCrest Wealth Management
New York
$518K +$177K +4,097 +53%
William Blair & Company
133
William Blair & Company
Illinois
$510K +$225K +5,210 +81%
TCOV
134
Trust Company of Vermont
Vermont
$496K -$75K -1,735 -13%
SMC
135
Smith, Moore & Co
Missouri
$486K -$54K -1,250 -11%
Prudential Financial
136
Prudential Financial
New Jersey
$484K +$74.5K +1,725 +19%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$466K -$46.9K -1,086 -9%
RIA
138
Regal Investment Advisors
Michigan
$456K +$12.5K +289 +3%
WS
139
Wedbush Securities
California
$454K -$3.67K -85 -0.8%
CASB
140
Cape Ann Savings Bank
Massachusetts
$454K
Wolverine Trading
141
Wolverine Trading
Illinois
$453K +$11.7K +271 +3%
3AM
142
3D Asset Management
Connecticut
$444K -$35.5K -822 -8%
CG
143
Colony Group
Massachusetts
$421K +$415K +9,610 New
CFA
144
Cahill Financial Advisors
Minnesota
$400K +$4.88K +113 +1%
OIA
145
OneDigital Investment Advisors
Kansas
$382K +$125K +2,884 +51%
KL
146
KWMG LLC
Kansas
$375K -$30.5K -705 -8%
MA
147
MUFG Americas
New York
$358K -$15.1K -350 -4%
BPA
148
Beacon Pointe Advisors
California
$356K +$22.7K +525 +7%
GIM
149
Guild Investment Management
California
$351K -$4.43M -102,440 -93%
EWMCB
150
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$336K

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.