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WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
126
Montecito Bank & Trust
California
$478K -$23.5K -622 -5%
BPA
127
Beacon Pointe Advisors
California
$476K -$18.9K -501 -4%
EW
128
Element Wealth
Mississippi
$476K -$3.89K -103 -0.8%
OC
129
Oarsman Capital
Wisconsin
$470K +$25.7K +680 +6%
MLA
130
My Legacy Advisors
Oregon
$469K -$20.8K -550 -4%
LJAC
131
L.J. Altfest & Co
New York
$468K -$11.6K -308 -2%
CB
132
Cadence Bank
Mississippi
$458K +$5.13K +136 +1%
AIFAIM
133
American Institute for Advanced Investment Management
Arizona
$457K -$94.1K -2,494 -15%
B
134
Bellecapital
Switzerland
$449K
AG
135
Ascent Group
Virginia
$445K -$21.5K -570 -5%
EWP
136
Elevation Wealth Partners
California
$434K +$432K +11,461 New
MCC
137
Money Concepts Capital
Florida
$430K +$508K +13,453 +324%
RA
138
Rockingstone Advisors
Massachusetts
$420K +$49K +1,300 +13%
PAS
139
Park Avenue Securities
New York
$408K +$118K +3,138 +41%
MCP
140
Mirador Capital Partners
California
$408K +$406K +10,773 New
KIA
141
KLR Investment Advisors
Rhode Island
$404K +$8.11K +215 +2%
SFM
142
Signet Financial Management
New Jersey
$400K -$31.1K -824 -7%
CCA
143
Clearwater Capital Advisors
Illinois
$398K -$1.77K -47 -0.4%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$391K -$75.8K -2,008 -16%
AWM
145
Apollon Wealth Management
South Carolina
$389K -$4.45K -118 -1%
SG
146
Sharper & Granite
California
$384K +$19.1K +505 +5%
PWP
147
Principle Wealth Partners
Connecticut
$372K -$40.7K -1,080 -10%
Citadel Advisors
148
Citadel Advisors
Florida
$348K -$3.04M -80,652 -90%
CCG
149
Coastwise Capital Group
California
$346K +$490 +13 +0.1%
KA
150
Klingman & Associates
New York
$346K

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.