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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
151
Asset Dedication LLC
California
$246K +$47.6K +1,372 +25%
MWP
152
Moller Wealth Partners
$246K -$379K -10,921 -61%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$244K -$75.6K -2,180 -24%
ST
154
Sabal Trust
Florida
$241K
BFEC
155
Benjamin F. Edwards & Company
Missouri
$235K
SMC
156
Smith, Moore & Co
Missouri
$226K -$43.4K -1,250 -16%
NEPWA
157
New England Private Wealth Advisors
Massachusetts
$220K +$173 +5 +0.1%
CAAS
158
Capital Asset Advisory Services
Michigan
$219K +$214K +6,158 New
AWA
159
Acorn Wealth Advisors
Michigan
$218K -$4.3K -124 -2%
DAS
160
Dynamic Advisor Solutions
Arizona
$211K +$206K +5,926 New
MCM
161
MAI Capital Management
Ohio
$211K +$205K +5,923 New
CA
162
Claro Advisors
Massachusetts
$210K +$205K +5,902 New
ECM
163
Elgethun Capital Management
South Dakota
$208K +$202K +5,828 New
UCFA
164
United Capital Financial Advisors
Texas
$203K -$18.6K -535 -9%
ICM
165
Islay Capital Management
Texas
$203K
US Bancorp
166
US Bancorp
Minnesota
$199K +$4.75K +137 +3%
S
167
SignatureFD
Georgia
$182K +$53.8K +1,551 +44%
CWC
168
Carolinas Wealth Consulting
North Carolina
$164K +$160K +4,609 New
FCA
169
FinTrust Capital Advisors
South Carolina
$154K
MCC
170
Money Concepts Capital
Florida
$148K -$191K -5,509 -57%
HI
171
Harbour Investments
Wisconsin
$144K +$25.3K +730 +22%
EWM
172
EPG Wealth Management
Georgia
$143K +$833 +24 +0.6%
GRP
173
Global Retirement Partners
California
$137K +$87.8K +2,530 +192%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$132K -$13.2K -380 -9%
GWM
175
Geneos Wealth Management
Colorado
$130K -$2.6K -75 -2%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.