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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
126
Precedent Wealth Partners
Texas
$700K +$175K +4,153 +32%
FSBI
127
Fearless Solutions (Best Invest)
Texas
$700K +$730K +17,286 New
Wealthfront Advisers
128
Wealthfront Advisers
California
$694K +$219K +5,190 +43%
Financial Engines Advisors
129
Financial Engines Advisors
California
$666K +$14.8K +351 +2%
Citigroup
130
Citigroup
New York
$641K +$40.4K +956 +6%
PAS
131
Park Avenue Securities
New York
$616K +$166K +3,936 +35%
NWM
132
Northcape Wealth Management
New York
$609K -$47.2K -1,118 -7%
TNBTD
133
Trustmark National Bank Trust Department
Mississippi
$602K -$40.1K -950 -6%
CWM
134
Congress Wealth Management
Massachusetts
$600K +$85 +2 +0%
RBC
135
Romano Brothers & Co
Illinois
$593K – – –
BPA
136
Beacon Pointe Advisors
California
$566K +$29.8K +706 +5%
CB
137
Cadence Bank
Mississippi
$554K – – –
MWM
138
Mission Wealth Management
California
$539K -$26.9K -636 -5%
FIM
139
Fernwood Investment Management
Massachusetts
$529K – – –
AWM
140
Able Wealth Management
New Jersey
$514K +$13.3K +315 +3%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$509K -$284K -6,726 -35%
BWMG
142
Barnes Wealth Management Group
California
$500K +$522K +12,342 New
MBT
143
Montecito Bank & Trust
California
$487K – – –
TCWM
144
Total Clarity Wealth Management
Illinois
$484K -$124K -2,938 -20%
KPWS
145
Kestra Private Wealth Services
Texas
$475K +$252K +5,973 +104%
BCM
146
BluePointe Capital Management
California
$470K -$25.8K -610 -5%
LFG
147
Larson Financial Group
Missouri
$448K -$20.9K -495 -4%
SPF
148
South Plains Financial
Texas
$447K +$467K +11,042 New
LJAC
149
L.J. Altfest & Co
New York
$445K +$6.93K +164 +2%
RIL
150
Rothschild Investment LLC
Illinois
$445K +$59.7K +1,413 +15%
4 5
6
7 8

DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.