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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
126
Total Clarity Wealth Management
Illinois
$656K +$23.5K +543 +4%
Citigroup
127
Citigroup
New York
$655K -$7.93K -183 -1%
CWM
128
Congress Wealth Management
Massachusetts
$652K +$643K +14,823 New
RBC
129
Romano Brothers & Co
Illinois
$645K -$13K -300 -2%
WWA
130
WCG Wealth Advisors
Nevada
$644K +$635K +14,643 New
PAG
131
Private Advisor Group
New Jersey
$628K -$274K -6,320 -31%
MWM
132
Mission Wealth Management
California
$614K -$1.95K -45 -0.3%
CB
133
Cadence Bank
Mississippi
$602K -$18K -416 -3%
IWP
134
Invenio Wealth Partners
Florida
$596K -$46.1K -1,063 -7%
BPA
135
Beacon Pointe Advisors
California
$585K +$1.04K +24 +0.2%
PWP
136
Precedent Wealth Partners
Texas
$578K -$32.7K -755 -5%
FIM
137
Fernwood Investment Management
Massachusetts
$575K -$3.9K -90 -0.7%
Goldman Sachs
138
Goldman Sachs
New York
$559K +$551K +12,700 New
AWM
139
Able Wealth Management
New Jersey
$545K -$26.5K -611 -5%
GFS
140
GYL Financial Synergies
Connecticut
$539K +$2.56K +59 +0.5%
BCM
141
BluePointe Capital Management
California
$538K -$221K -5,106 -29%
MBT
142
Montecito Bank & Trust
California
$529K
Wealthfront Advisers
143
Wealthfront Advisers
California
$525K +$41K +945 +9%
NS
144
NBC Securities
Alabama
$514K +$93K +2,146 +22%
LFG
145
Larson Financial Group
Missouri
$509K -$25.1K -580 -5%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$497K -$55.7K -1,286 -10%
PAS
147
Park Avenue Securities
New York
$496K -$144K -3,327 -23%
CCP
148
Clarity Capital Partners
California
$486K -$94.3K -2,176 -16%
PWM
149
Perigon Wealth Management
California
$484K +$477K +11,006 New
LJAC
150
L.J. Altfest & Co
New York
$476K -$22.6K -522 -5%

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.