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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$661K +$17.5K +407 +3%
EFL
127
ERn Financial LLC
Wisconsin
$652K +$647K +15,059 New
Citigroup
128
Citigroup
New York
$652K -$1.72K -40 -0.3%
RBC
129
Romano Brothers & Co
Illinois
$647K
PAS
130
Park Avenue Securities
New York
$633K +$52.8K +1,228 +9%
IWP
131
Invenio Wealth Partners
Florida
$633K -$21.5K -500 -3%
TCWM
132
Total Clarity Wealth Management
Illinois
$622K +$131K +3,051 +27%
FPAS
133
Focus Partners Advisor Solutions
Missouri
$613K +$9.15K +213 +2%
CB
134
Cadence Bank
Mississippi
$611K -$24.5K -570 -4%
MWM
135
Mission Wealth Management
California
$606K -$70.4K -1,637 -10%
PWP
136
Precedent Wealth Partners
Texas
$602K -$247K -5,745 -29%
BPA
137
Beacon Pointe Advisors
California
$574K -$19.7K -459 -3%
CCP
138
Clarity Capital Partners
California
$573K -$1.8K -42 -0.3%
MLA
139
My Legacy Advisors
Oregon
$570K -$51K -1,187 -8%
FIM
140
Fernwood Investment Management
Massachusetts
$569K -$4.73K -110 -0.8%
GCP
141
GSA Capital Partners
United Kingdom
$568K -$1.44M -33,496 -72%
AWM
142
Able Wealth Management
New Jersey
$562K -$23.4K -545 -4%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$545K -$97K -2,256 -15%
GFS
144
GYL Financial Synergies
Connecticut
$528K -$7.35K -171 -1%
LFG
145
Larson Financial Group
Missouri
$526K -$78.3K -1,822 -13%
RG
146
Rathbones Group
United Kingdom
$524K +$141K +3,270 +37%
MBT
147
Montecito Bank & Trust
California
$521K
WIA
148
World Investment Advisors
California
$515K +$118K +2,735 +30%
LJAC
149
L.J. Altfest & Co
New York
$491K -$47.5K -1,105 -9%
Wealthfront Advisers
150
Wealthfront Advisers
California
$476K +$61.9K +1,440 +15%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.