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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
VH
151
Visionary Horizons
Tennessee
$464K
SFS
152
Sowell Financial Services
Arkansas
$460K
RA
153
Rockingstone Advisors
Massachusetts
$460K +$10.8K +250 +2%
AWM
154
Apollon Wealth Management
South Carolina
$447K -$10.1K -234 -2%
MCC
155
Money Concepts Capital
Florida
$437K -$36.8K -850 -8%
CCA
156
Clearwater Capital Advisors
Illinois
$436K
EWP
157
Elevation Wealth Partners
California
$432K -$30.3K -698 -7%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$425K -$195K -4,492 -32%
BWP
159
Balboa Wealth Partners
Arizona
$421K +$10.5K +243 +3%
RIL
160
Rothschild Investment LLC
Illinois
$421K +$162K +3,736 +64%
PTC
161
Private Trust Company
Ohio
$413K +$340K +7,855 +512%
Cerity Partners
162
Cerity Partners
New York
$410K -$26K -600 -6%
PA
163
Procyon Advisors
Connecticut
$403K +$7.85K +181 +2%
BFG
164
Berger Financial Group
Minnesota
$396K +$90.6K +2,089 +30%
SF
165
Synovus Financial
Georgia
$395K +$166K +3,837 +75%
KA
166
Klingman & Associates
New York
$390K -$694 -16 -0.2%
OC
167
Oarsman Capital
Wisconsin
$385K -$50.4K -1,162 -12%
BRWA
168
B. Riley Wealth Advisors
Florida
$382K -$10K -231 -3%
BWP
169
Baldwin Wealth Partners
Massachusetts
$381K +$375K +8,653 New
Brown Advisory
170
Brown Advisory
Maryland
$378K
SAG
171
SageView Advisory Group
California
$375K -$19.6K -452 -5%
MFS
172
McNamara Financial Services
Massachusetts
$374K -$867 -20 -0.2%
SFM
173
Signet Financial Management
New Jersey
$372K -$14K -323 -4%
FWA
174
FSC Wealth Advisors
New York
$362K +$16.3K +376 +5%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$360K -$10.6K -245 -3%

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.