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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
126
Brandywine Oak Private Wealth
Pennsylvania
$731K -$91.5K -2,390 -12%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$719K +$676K +17,668 New
BWM
128
Birchcreek Wealth Management
Ohio
$706K +$118K +3,079 +22%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$673K +$7.08K +185 +1%
Financial Engines Advisors
130
Financial Engines Advisors
California
$660K +$12.1K +316 +2%
Mariner
131
Mariner
Kansas
$655K +$617K +16,107 New
CCM
132
Cullen Capital Management
New York
$651K +$612K +16,000 New
MWM
133
Mission Wealth Management
California
$639K -$59.7K -1,560 -9%
Citigroup
134
Citigroup
New York
$622K -$7.96K -208 -1%
BRWA
135
B. Riley Wealth Advisors
Florida
$620K -$10.8K -281 -2%
NFSG
136
Newbridge Financial Services Group
Florida
$619K +$60.3K +1,576 +12%
MLA
137
My Legacy Advisors
Oregon
$614K +$103K +2,693 +21%
CAM
138
Cresset Asset Management
Illinois
$613K -$168K -4,377 -23%
RBC
139
Romano Brothers & Co
Illinois
$608K +$26.8K +700 +5%
BPA
140
Beacon Pointe Advisors
California
$600K -$436K -11,396 -44%
EW
141
Element Wealth
Mississippi
$598K +$78.8K +2,059 +16%
MA
142
MBA Advisors
Pennsylvania
$593K +$26.1K +682 +5%
LFG
143
Larson Financial Group
Missouri
$590K -$28.8K -752 -5%
CB
144
Cadence Bank
Mississippi
$586K +$88K +2,299 +19%
YAL
145
Your Advocates Ltd
Texas
$584K -$347K -9,074 -39%
WWM
146
Western Wealth Management
Colorado
$570K -$179K -4,680 -25%
AWM
147
Able Wealth Management
New Jersey
$570K +$536K +14,001 New
FIM
148
Fernwood Investment Management
Massachusetts
$547K -$23K -600 -4%
PAS
149
Park Avenue Securities
New York
$547K -$22.7K -592 -4%
CCP
150
Clarity Capital Partners
California
$532K +$501K +13,079 New

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.