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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$467K +$102K +2,381 +28%
VH
152
Visionary Horizons
Tennessee
$457K -$2.15K -50 -0.5%
EWP
153
Elevation Wealth Partners
California
$455K -$731 -17 -0.2%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$454K
SFS
155
Sowell Financial Services
Arkansas
$452K +$449K +10,441 New
AWM
156
Apollon Wealth Management
South Carolina
$450K +$4.73K +110 +1%
RA
157
Rockingstone Advisors
Massachusetts
$442K
SG
158
Sharper & Granite
California
$441K
B
159
Barings
North Carolina
$436K
Cerity Partners
160
Cerity Partners
New York
$430K
OC
161
Oarsman Capital
Wisconsin
$429K -$57.8K -1,346 -12%
CCA
162
Clearwater Capital Advisors
Illinois
$429K -$17.4K -406 -4%
NS
163
NBC Securities
Alabama
$413K +$516 +12 +0.1%
BWP
164
Balboa Wealth Partners
Arizona
$404K +$183K +4,257 +84%
SPC
165
Sigma Planning Corp
Michigan
$400K +$43.7K +1,016 +12%
Renaissance Technologies
166
Renaissance Technologies
New York
$394K -$279K -6,500 -42%
PA
167
Procyon Advisors
Connecticut
$389K +$44.4K +1,033 +13%
SAG
168
SageView Advisory Group
California
$389K +$386K +8,975 New
BRWA
169
B. Riley Wealth Advisors
Florida
$384K -$286K -6,655 -43%
KA
170
Klingman & Associates
New York
$384K -$63.8K -1,485 -14%
SFM
171
Signet Financial Management
New Jersey
$380K -$20K -465 -5%
Brown Advisory
172
Brown Advisory
Maryland
$372K
GWP
173
Gateway Wealth Partners
Wisconsin
$369K -$3.22K -75 -0.9%
MFS
174
McNamara Financial Services
Massachusetts
$369K -$2.06M -47,876 -85%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$365K +$172 +4 +0%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.