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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
151
Parcion Private Wealth
Washington
$342K
HSA
152
HBK Sorce Advisory
Pennsylvania
$339K +$344K +7,741 New
SMC
153
Smith, Moore & Co
Missouri
$332K
HAS
154
HBW Advisory Services
California
$318K +$322K +7,256 New
ST
155
Sabal Trust
Florida
$296K
KL
156
KWMG LLC
Kansas
$285K -$7.78K -175 -3%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$279K +$20K +451 +8%
Truist Financial
158
Truist Financial
North Carolina
$278K +$282K +6,337 New
NEPWA
159
New England Private Wealth Advisors
Massachusetts
$276K +$281K +6,317 New
TA
160
TFG Advisers
Michigan
$273K +$1.82K +41 +0.7%
PAS
161
Park Avenue Securities
New York
$271K -$2.53K -57 -0.9%
AWA
162
Acorn Wealth Advisors
Michigan
$269K +$21.4K +482 +9%
DC
163
Davenport & Co
Virginia
$253K -$60.7K -1,365 -19%
PWM
164
PBMares Wealth Management
Virginia
$253K +$46.7K +1,050 +22%
KWM
165
Kingsview Wealth Management
Oregon
$251K -$95K -2,138 -27%
EVM
166
Eaton Vance Management
Massachusetts
$250K +$19.6K +440 +8%
Deutsche Bank
167
Deutsche Bank
Germany
$244K +$7.78K +175 +3%
PA
168
PSI Advisors
Florida
$242K -$3.96K -89 -2%
ADL
169
Asset Dedication LLC
California
$242K +$6.98K +157 +3%
IWM
170
IHT Wealth Management
Illinois
$230K +$233K +5,247 New
RIM
171
Rockbridge Investment Management
New York
$226K -$129K -2,895 -36%
EWS
172
Evergreen Wealth Solutions
Pennsylvania
$224K -$84.8K -1,909 -27%
VWA
173
V Wealth Advisors
Kansas
$224K +$1.38K +31 +0.6%
EWMCB
174
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$223K
WS
175
Wedbush Securities
California
$223K +$2.89K +65 +1%

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.