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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$407K -$10.6K -244 -3%
OC
127
Oarsman Capital
Wisconsin
$405K
CBN
128
Cadence Bank NA
Texas
$371K
NFG
129
Next Financial Group
Texas
$369K +$82.1K +1,886 +28%
MPW
130
MA Private Wealth
California
$354K -$5.01K -115 -1%
PPW
131
Parcion Private Wealth
Washington
$352K -$6.53K -150 -2%
UB
132
UMB Bank
Missouri
$347K +$349K +8,005 New
NFG
133
Norris Financial Group
South Carolina
$345K +$2.7K +62 +0.8%
RIM
134
Rockbridge Investment Management
New York
$345K +$334K +7,682 +2,622%
KWM
135
Kingsview Wealth Management
Oregon
$341K -$100K -2,307 -23%
IA
136
IFG Advisory
Georgia
$336K -$8.84K -203 -3%
NWM
137
Northcape Wealth Management
New York
$335K +$337K +7,741 New
ANTB
138
AMG National Trust Bank
Colorado
$333K +$334K +7,677 New
SMC
139
Smith, Moore & Co
Missouri
$328K -$10.2K -235 -3%
AW
140
ACG Wealth
Georgia
$314K -$5.96K -137 -2%
DC
141
Davenport & Co
Virginia
$310K +$311K +7,154 New
TFS
142
TrustCore Financial Services
Tennessee
$306K -$92.3K -2,120 -23%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$306K +$2.31K +53 +0.8%
GAG
144
GM Advisory Group
New York
$304K -$87.9K -2,020 -22%
EWS
145
Evergreen Wealth Solutions
Pennsylvania
$304K +$306K +7,023 New
AI
146
Accredited Investors
Minnesota
$300K -$58.7K -1,348 -16%
ST
147
Sabal Trust
Florida
$293K
KL
148
KWMG LLC
Kansas
$289K -$2.13K -49 -0.7%
IA
149
IFP Advisors
Florida
$288K +$2.57K +59 +0.9%
PAS
150
Park Avenue Securities
New York
$271K +$24.9K +573 +10%

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.