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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
151
GYL Financial Synergies
Connecticut
$530K -$61.8K -1,614 -11%
LJAC
152
L.J. Altfest & Co
New York
$509K -$3.87K -101 -0.8%
Lazard Asset Management
153
Lazard Asset Management
New York
$494K +$334K +8,728 +253%
MBT
154
Montecito Bank & Trust
California
$491K -$6.32K -165 -1%
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$485K -$62.9K -1,644 -12%
OC
156
Oarsman Capital
Wisconsin
$474K -$11.5K -300 -3%
RA
157
Rockingstone Advisors
Massachusetts
$435K
VH
158
Visionary Horizons
Tennessee
$434K +$408K +10,670 New
SG
159
Sharper & Granite
California
$431K +$11.5K +300 +3%
KIA
160
KLR Investment Advisors
Rhode Island
$428K +$18.6K +485 +5%
KA
161
Klingman & Associates
New York
$424K
AWM
162
Apollon Wealth Management
South Carolina
$423K -$16.2K -422 -4%
SAG
163
SageView Advisory Group
California
$423K +$42.5K +1,111 +12%
CA
164
Clearstead Advisors
Ohio
$419K -$540K -14,116 -58%
CCA
165
Clearwater Capital Advisors
Illinois
$419K -$498 -13 -0.1%
SCM
166
Saxony Capital Management
Missouri
$412K +$388K +10,138 New
SA
167
Strategic Advocates
Utah
$404K -$105K -2,744 -22%
EWP
168
Elevation Wealth Partners
California
$399K
RG
169
Rathbones Group
United Kingdom
$387K -$102K -2,670 -22%
SFM
170
Signet Financial Management
New Jersey
$378K -$1.8K -47 -0.5%
SAM
171
Sawgrass Asset Management
Florida
$373K +$6.51K +170 +2%
MCWS
172
McKinley Carter Wealth Services
West Virginia
$364K +$10.8K +283 +3%
SWP
173
Summit Wealth Partners
Florida
$351K +$330K +8,617 New
AIA
174
Ally Invest Advisors
North Carolina
$349K -$16.5K -431 -5%
BDWCC
175
B&D White Capital Company
Texas
$347K +$3.41K +89 +1%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.