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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
126
Financial Engines Advisors
California
$596K
BRWA
127
B. Riley Wealth Advisors
Florida
$582K -$96.7K -2,486 -14%
Citigroup
128
Citigroup
New York
$581K -$8.16K -210 -1%
AWS
129
Atria Wealth Solutions
New York
$574K -$215K -5,534 -27%
LFG
130
Larson Financial Group
Missouri
$572K -$38.5K -991 -6%
GFS
131
GYL Financial Synergies
Connecticut
$549K
CFA
132
Cahill Financial Advisors
Minnesota
$548K -$220K -5,652 -28%
BWM
133
Birchcreek Wealth Management
Ohio
$535K +$345K +8,865 +164%
RBC
134
Romano Brothers & Co
Illinois
$534K
AIFAIM
135
American Institute for Advanced Investment Management
Arizona
$530K -$82.6K -2,124 -14%
PAS
136
Park Avenue Securities
New York
$527K +$10.7K +274 +2%
FIM
137
Fernwood Investment Management
Massachusetts
$527K +$12.9K +332 +2%
MA
138
MBA Advisors
Pennsylvania
$521K +$540K +13,896 New
NFSG
139
Newbridge Financial Services Group
Florida
$511K +$250K +6,425 +89%
MLA
140
My Legacy Advisors
Oregon
$476K +$661 +17 +0.1%
SA
141
Strategic Advocates
Utah
$475K +$493K +12,682 New
EW
142
Element Wealth
Mississippi
$474K +$1.91K +49 +0.4%
LJAC
143
L.J. Altfest & Co
New York
$473K -$2.45K -63 -0.5%
MBT
144
Montecito Bank & Trust
California
$458K -$4.32K -111 -0.9%
RG
145
Rathbones Group
United Kingdom
$457K +$474K +12,195 New
CB
146
Cadence Bank
Mississippi
$454K -$272 -7 -0.1%
OC
147
Oarsman Capital
Wisconsin
$448K -$5.83K -150 -1%
B
148
Bellecapital
Switzerland
$445K
DWM
149
Drive Wealth Management
Utah
$410K +$163K +4,202 +62%
AWM
150
Apollon Wealth Management
South Carolina
$405K +$23.3K +600 +6%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.