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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$336K +$3.93K +91 +1%
DC
152
Davenport & Co
Virginia
$315K
ST
153
Sabal Trust
Florida
$312K -$24.8K -575 -7%
VCM
154
Vivaldi Capital Management
Illinois
$307K -$137K -3,171 -31%
APA
155
American Portfolios Advisors
New York
$306K +$62.4K +1,444 +26%
PCM
156
Pointe Capital Management
Michigan
$302K -$22.6K -522 -7%
US Bancorp
157
US Bancorp
Minnesota
$292K
FNBOSM
158
First National Bank of South Miami
Florida
$289K
VAS
159
Vestmark Advisory Solutions
Massachusetts
$289K +$285K +6,593 New
GW
160
GW & Wade
Massachusetts
$283K
SIC
161
Shoker Investment Counsel
Ohio
$281K -$4.75K -110 -2%
BPWA
162
Beacon Pointe Wealth Advisors
California
$270K +$17.2K +397 +7%
SI
163
Stephens Inc
Arkansas
$268K +$4.15K +96 +2%
FFW
164
Fusion Family Wealth
New York
$263K -$195K -4,510 -43%
FA
165
FDx Advisors
Illinois
$258K +$254K +5,874 New
VFA
166
Voya Financial Advisors
Connecticut
$252K +$28.8K +667 +13%
Deutsche Bank
167
Deutsche Bank
Germany
$243K +$37K +856 +18%
WKWM
168
Walter & Keenan Wealth Management
Indiana
$229K -$121K -2,800 -35%
CAN
169
Claraphi Advisory Network
United States
$223K -$7.65K -177 -3%
DADC
170
D.A. Davidson & Co
Montana
$219K -$6.48K -150 -3%
PMG
171
ProVise Management Group
Florida
$213K +$210K +4,849 New
MHS
172
M Holdings Securities
Oregon
$209K +$206K +4,768 New
MCM
173
Mengis Capital Management
Oregon
$208K -$53.8K -1,246 -21%
SIAS
174
Shine Investment Advisory Services
Colorado
$205K
WI
175
Wintrust Investments
Illinois
$200K -$20.4K -471 -9%

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.