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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
151
Vanguard Capital Wealth Advisors
Colorado
$249K +$242K +5,630 New
HI
152
Harbour Investments
Wisconsin
$246K +$239K +5,550 New
PWM
153
PBMares Wealth Management
Virginia
$244K -$23.7K -550 -9%
SWM
154
Spire Wealth Management
Virginia
$242K +$236K +5,491 New
Truist Financial
155
Truist Financial
North Carolina
$231K +$3.91K +91 +2%
BFG
156
Berger Financial Group
Minnesota
$230K +$473 +11 +0.2%
Deutsche Bank
157
Deutsche Bank
Germany
$229K -$6.45K -150 -3%
SI
158
Stephens Inc
Arkansas
$228K -$6.45K -150 -3%
EWMCB
159
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$226K -$17.5K -407 -7%
QPWM
160
Quadrant Private Wealth Management
Pennsylvania
$226K -$12.1K -281 -5%
TCOO
161
Trust Company of Oklahoma
Oklahoma
$222K -$34.8K -810 -14%
FT
162
Fiduciary Trust
Massachusetts
$219K
CPIG
163
Chicago Partners Investment Group
Illinois
$218K +$172 +4 +0.1%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$210K +$28K +650 +16%
RPCA
165
Running Point Capital Advisors
California
$209K
MCM
166
Mengis Capital Management
Oregon
$209K +$204K +4,731 New
SB
167
Simmons Bank
Arkansas
$207K -$31.2K -726 -13%
FCM
168
Firestone Capital Management
Florida
$207K -$24.2K -563 -11%
GWM
169
Geneos Wealth Management
Colorado
$206K +$5.38K +125 +3%
CA
170
Cetera Advisors
Colorado
$204K -$81.9K -1,905 -29%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$203K
VWA
172
V Wealth Advisors
Kansas
$202K +$196K +4,560 New
ADL
173
Asset Dedication LLC
California
$188K +$24.2K +563 +15%
US Bancorp
174
US Bancorp
Minnesota
$181K -$258 -6 -0.1%
MA
175
MUFG Americas
New York
$178K

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.