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WisdomTree Emerging Markets High Dividend Fund

256 hedge funds and large institutions have $1.08B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$46M)

0.39% less ownership

Funds ownership: 53.85%53.46% (-0.39%)

2% less funds holding

Funds holding: 262256 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
89
Reduced
76
Closed
31
Calls
$1.95M
Puts
$1.3M
Net Calls
+$649K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
126
Spectrum Asset Management (California)
California
$434K
IA
127
IFP Advisors
Florida
$429K -$72.1K -1,575 -14%
OC
128
Oarsman Capital
Wisconsin
$427K +$13.7K +300 +3%
TFS
129
TrustCore Financial Services
Tennessee
$426K -$19.9K -434 -4%
MML Investors Services
130
MML Investors Services
Massachusetts
$420K -$19K -414 -4%
GAG
131
GM Advisory Group
New York
$407K -$5.45K -119 -1%
APA
132
American Portfolios Advisors
New York
$402K +$20.6K +449 +5%
SMC
133
Smith, Moore & Co
Missouri
$384K -$63.1K -1,378 -16%
MPW
134
MA Private Wealth
California
$382K +$92 +2 +0%
PPW
135
Parcion Private Wealth
Washington
$364K
NFG
136
Norris Financial Group
South Carolina
$361K
IA
137
IFG Advisory
Georgia
$359K +$137 +3 +0%
AW
138
ACG Wealth
Georgia
$348K -$241K -5,251 -41%
Citigroup
139
Citigroup
New York
$342K -$40.9K -893 -11%
CBN
140
Cadence Bank NA
Texas
$336K
NC
141
NewSquare Capital
Pennsylvania
$330K +$36.9K +805 +13%
AWA
142
Arkadios Wealth Advisors
Georgia
$329K +$25K +546 +8%
FIM
143
Fernwood Investment Management
Massachusetts
$329K +$330K +7,198 New
FCI
144
Financial Counselors Inc
Kansas
$321K -$24.7K -540 -7%
ST
145
Sabal Trust
Florida
$319K
VAS
146
Vestmark Advisory Solutions
Massachusetts
$316K -$11K -241 -3%
KL
147
KWMG LLC
Kansas
$303K
HIC
148
Holderness Investments Company
North Carolina
$302K
PA
149
PSI Advisors
Florida
$297K -$2.29K -50 -0.8%
FI
150
Financial Insights
Washington
$281K +$28.2K +615 New

DEM Hedge Fund Activity: Q2 2021 in Review

256 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2021, worth a combined $1.08B — up 4.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DEM and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Morgan Stanley, adding an estimated $5.14M. The largest seller was NorthRock Partners, cutting an estimated $4.78M.

  • 256 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2021, down from 262 in Q1 2021.
  • Funds reported $1.08B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 27 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.14M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2021 was NorthRock Partners, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.