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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oarsman Capital
Wisconsin
$419K +$70.9K +2,043 +21%
AWS
127
Atria Wealth Solutions
New York
$417K -$266K -7,676 -40%
SFM
128
Signet Financial Management
New Jersey
$406K -$35 -1 -0%
PWP
129
Principle Wealth Partners
Connecticut
$389K -$362K -10,440 -49%
CCA
130
Clearwater Capital Advisors
Illinois
$376K -$35.6K -1,026 -9%
KIA
131
KLR Investment Advisors
Rhode Island
$373K +$363K +10,458 New
AWM
132
Apollon Wealth Management
South Carolina
$370K -$3.5K -101 -1%
RA
133
Rockingstone Advisors
Massachusetts
$349K +$340K +9,800 New
SG
134
Sharper & Granite
California
$343K +$334K +9,630 New
William Blair & Company
135
William Blair & Company
Illinois
$331K +$28.5K +822 +10%
Simplex Trading
136
Simplex Trading
Illinois
$329K +$271K +7,810 +540%
KA
137
Klingman & Associates
New York
$325K -$24.3K -700 -7%
CCG
138
Coastwise Capital Group
California
$325K +$52K +1,499 +20%
SAG
139
SageView Advisory Group
California
$320K +$311K +8,975 New
TFS
140
TrustCore Financial Services
Tennessee
$318K +$451 +13 +0.1%
IAN
141
Integrated Advisors Network
Texas
$289K
TBWA
142
Three Bridge Wealth Advisors
California
$287K -$31.5K -908 -10%
EDRH
143
Edmond de Rothschild Holding
Switzerland
$286K
EGWAG
144
Elwood & Goetz Wealth Advisory Group
Georgia
$278K -$137K -3,958 -34%
PAS
145
Park Avenue Securities
New York
$272K +$21.3K +614 +9%
WI
146
Wintrust Investments
Illinois
$262K -$262K -7,550 -51%
PWM
147
PBMares Wealth Management
Virginia
$254K +$11.1K +319 +5%
BDWCC
148
B&D White Capital Company
Texas
$251K +$245K +7,054 New
SCA
149
Snowden Capital Advisors
New York
$249K +$243K +6,993 New
HAS
150
HBW Advisory Services
California
$249K -$45K -1,297 -16%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.