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WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
151
SageView Advisory Group
California
$344K +$3.85K +102 +1%
PPW
152
Pasadena Private Wealth
California
$334K +$333K +8,821 New
CA
153
Claro Advisors
Massachusetts
$332K +$108K +2,855 +48%
AIA
154
Ally Invest Advisors
North Carolina
$324K +$322K +8,546 New
Simplex Trading
155
Simplex Trading
Illinois
$318K -$31.8K -844 -9%
IAN
156
Integrated Advisors Network
Texas
$307K
William Blair & Company
157
William Blair & Company
Illinois
$300K -$51.2K -1,357 -15%
ML
158
Mayport LLC
Massachusetts
$300K +$299K +7,916 New
TBWA
159
Three Bridge Wealth Advisors
California
$291K -$14K -372 -5%
ADL
160
Asset Dedication LLC
California
$272K +$10.1K +268 +4%
AWM
161
Aprio Wealth Management
Georgia
$266K +$265K +7,030 New
EGWAG
162
Elwood & Goetz Wealth Advisory Group
Georgia
$266K -$29.8K -789 -10%
VAFP
163
Vahanian & Associates Financial Planning
New York
$265K +$264K +7,000 New
SCA
164
Snowden Capital Advisors
New York
$265K
PWM
165
PBMares Wealth Management
Virginia
$262K -$7.73K -205 -3%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$259K
VAS
167
Vestmark Advisory Solutions
Massachusetts
$257K +$256K +6,797 New
MWP
168
Moller Wealth Partners
$257K -$3.73K -99 -1%
ST
169
Sabal Trust
Florida
$257K
AWA
170
Acorn Wealth Advisors
Michigan
$255K +$23.1K +612 +10%
AWM
171
Avior Wealth Management
Nebraska
$247K +$239K +6,326 +2,204%
SMC
172
Smith, Moore & Co
Missouri
$240K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$237K -$12.8K -338 -5%
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$234K +$38 +1 +0%
MCM
175
MAI Capital Management
Ohio
$231K +$7.13K +189 +3%

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.