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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
126
Smith, Moore & Co
Missouri
$381K
Citigroup
127
Citigroup
New York
$372K +$2.62K +61 +0.7%
MPW
128
MA Private Wealth
California
$371K +$1.33K +31 +0.4%
APA
129
American Portfolios Advisors
New York
$371K +$69.1K +1,606 +24%
PPW
130
Parcion Private Wealth
Washington
$353K
NFG
131
Norris Financial Group
South Carolina
$351K
IA
132
IFG Advisory
Georgia
$349K -$5.25K -122 -2%
FCI
133
Financial Counselors Inc
Kansas
$335K +$1.64K +38 +0.5%
MOS
134
MGO One Seven
Ohio
$329K +$319K +7,418 New
CBN
135
Cadence Bank NA
Texas
$327K
VAS
136
Vestmark Advisory Solutions
Massachusetts
$317K -$168K -3,907 -35%
ST
137
Sabal Trust
Florida
$309K
KL
138
KWMG LLC
Kansas
$299K -$57.8K -1,343 -17%
AWA
139
Arkadios Wealth Advisors
Georgia
$295K +$73.8K +1,715 +35%
HIC
140
Holderness Investments Company
North Carolina
$293K +$1.68K +39 +0.6%
PA
141
PSI Advisors
Florida
$291K +$10.2K +238 +4%
BRWA
142
B. Riley Wealth Advisors
Florida
$290K +$281K +6,525 New
NC
143
NewSquare Capital
Pennsylvania
$285K +$40K +930 +17%
KWM
144
Kingsview Wealth Management
Oregon
$283K +$275K +6,403 New
JFS
145
JD Financial Services
Pennsylvania
$278K -$12.4M -287,237 -98%
WS
146
Wedbush Securities
California
$278K +$270K +6,270 New
TA
147
TFG Advisers
Michigan
$270K -$77.9K -1,811 -23%
AIC
148
Ameritas Investment Company
Nebraska
$268K +$260K +6,033 New
BFEC
149
Benjamin F. Edwards & Company
Missouri
$263K -$2.41K -56 -0.9%
PA
150
Pinnacle Associates
New York
$260K -$30.1K -700 -11%

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.