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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oarsman Capital
Wisconsin
$471K -$16.2K -397 -3%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$457K +$408K +10,000 +2,208%
IRC
153
Investors Research Corp
Georgia
$453K +$214K +5,252 +94%
VH
154
Visionary Horizons
Tennessee
$443K -$2.85K -70 -0.7%
EWP
155
Elevation Wealth Partners
California
$440K -$4.41K -108 -1%
KA
156
Klingman & Associates
New York
$433K -$3.02K -74 -0.7%
CCA
157
Clearwater Capital Advisors
Illinois
$431K
AWM
158
Apollon Wealth Management
South Carolina
$430K -$4.41K -108 -1%
SG
159
Sharper & Granite
California
$429K -$17.1K -420 -4%
RA
160
Rockingstone Advisors
Massachusetts
$427K -$20.4K -500 -5%
B
161
Barings
North Carolina
$422K -$9.08M -222,648 -96%
Cerity Partners
162
Cerity Partners
New York
$415K +$404K +9,917 New
Wealthfront Advisers
163
Wealthfront Advisers
California
$400K +$125K +3,065 +47%
NS
164
NBC Securities
Alabama
$399K +$79.7K +1,955 +26%
SFM
165
Signet Financial Management
New Jersey
$387K -$2.2K -54 -0.6%
KIA
166
KLR Investment Advisors
Rhode Island
$384K -$49.1K -1,203 -11%
Squarepoint
167
Squarepoint
New York
$383K +$373K +9,156 New
WIA
168
World Investment Advisors
California
$383K +$373K +9,146 New
RG
169
Rathbones Group
United Kingdom
$369K -$28.5K -700 -7%
GWP
170
Gateway Wealth Partners
Wisconsin
$359K +$33.8K +828 +11%
Brown Advisory
171
Brown Advisory
Maryland
$359K +$350K +8,585 New
KPWS
172
Kestra Private Wealth Services
Texas
$355K +$346K +8,494 New
MCWS
173
McKinley Carter Wealth Services
West Virginia
$352K -$21.6K -529 -6%
MCC
174
Money Concepts Capital
Florida
$351K +$12.5K +306 +4%
ES
175
Eagle Strategies
New York
$346K -$9.05M -221,822 -96%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.