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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
Rockingstone Advisors
Massachusetts
$401K -$15.6K -400 -4%
EWP
152
Elevation Wealth Partners
California
$399K -$4.2K -108 -1%
MCC
153
Money Concepts Capital
Florida
$393K +$6.49K +167 +2%
KA
154
Klingman & Associates
New York
$391K
CCA
155
Clearwater Capital Advisors
Illinois
$387K -$1.55K -40 -0.4%
SG
156
Sharper & Granite
California
$386K
KIA
157
KLR Investment Advisors
Rhode Island
$380K -$4.2K -108 -1%
CA
158
Claro Advisors
Massachusetts
$358K +$1.52K +39 +0.4%
GWP
159
Gateway Wealth Partners
Wisconsin
$357K +$71.4K +1,836 +24%
SAG
160
SageView Advisory Group
California
$355K -$2.84K -73 -0.8%
SFM
161
Signet Financial Management
New Jersey
$350K -$43.4K -1,116 -11%
MWM
162
Maripau Wealth Management
Indiana
$343K +$46.8K +1,203 +15%
HP
163
Hilltop Partners
Indiana
$339K
SAM
164
Sawgrass Asset Management
Florida
$337K +$350K +9,000 New
AIA
165
Ally Invest Advisors
North Carolina
$337K -$9.21K -237 -3%
MCWS
166
McKinley Carter Wealth Services
West Virginia
$325K -$65.7K -1,689 -16%
BDWCC
167
B&D White Capital Company
Texas
$316K -$2.64M -67,874 -89%
CA
168
Calton & Associates
Florida
$312K +$324K +8,326 New
William Blair & Company
169
William Blair & Company
Illinois
$306K +$7.46K +192 +2%
IAN
170
Integrated Advisors Network
Texas
$304K
ML
171
Mayport LLC
Massachusetts
$297K
TBWA
172
Three Bridge Wealth Advisors
California
$294K +$2.76K +71 +0.9%
AC
173
AlphaCore Capital
California
$286K +$2.1K +54 +0.7%
Wealthfront Advisers
174
Wealthfront Advisers
California
$284K -$63.9K -1,643 -18%
GC
175
Guidance Capital
Kentucky
$280K +$14.1K +362 +5%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.