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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
126
Invenio Wealth Partners
Florida
$632K -$411K -10,078 -40%
Citigroup
127
Citigroup
New York
$632K -$8.2K -201 -1%
RBC
128
Romano Brothers & Co
Illinois
$626K
EW
129
Element Wealth
Mississippi
$622K +$6.57K +161 +1%
AWS
130
Atria Wealth Solutions
New York
$621K -$194K -4,763 -24%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$621K -$308K -7,541 -34%
WWM
132
Western Wealth Management
Colorado
$617K +$29.1K +713 +5%
CB
133
Cadence Bank
Mississippi
$614K +$10.9K +267 +2%
MLA
134
My Legacy Advisors
Oregon
$601K -$47.8K -1,173 -8%
SWP
135
Summit Wealth Partners
Florida
$594K +$227K +5,576 +65%
LFG
136
Larson Financial Group
Missouri
$584K -$22.3K -546 -4%
FPAS
137
Focus Partners Advisor Solutions
Missouri
$583K +$223K +5,478 +65%
BRWA
138
B. Riley Wealth Advisors
Florida
$582K +$11.5K +281 +2%
BPA
139
Beacon Pointe Advisors
California
$574K -$41.9K -1,028 -7%
AWM
140
Able Wealth Management
New Jersey
$566K -$19.1K -469 -3%
PAS
141
Park Avenue Securities
New York
$560K -$3.14K -77 -0.6%
CCP
142
Clarity Capital Partners
California
$555K +$7.83K +192 +1%
FIM
143
Fernwood Investment Management
Massachusetts
$555K -$8.16K -200 -1%
LJAC
144
L.J. Altfest & Co
New York
$521K -$2.53K -62 -0.5%
GFS
145
GYL Financial Synergies
Connecticut
$517K -$27K -663 -5%
ARC
146
Advisor Resource Council
Texas
$515K +$516K +12,655 New
YAL
147
Your Advocates Ltd
Texas
$513K -$85.5K -2,096 -15%
CAM
148
Cresset Asset Management
Illinois
$510K -$117K -2,864 -19%
MBT
149
Montecito Bank & Trust
California
$503K -$1.79K -44 -0.4%
TCWM
150
Total Clarity Wealth Management
Illinois
$473K -$885K -21,690 -66%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.