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WisdomTree Emerging Markets High Dividend Fund
DEM

316 hedge funds and large institutions have $3.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $1.86B → $3.5B (+$1.64B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 316 (+12)

1.59% more ownership

Funds ownership: 62.55% → 64.14% (+1.6%)

7% more call options, than puts

Call options by funds: $235K | Put options by funds: $219K

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
109
Reduced
99
Closed
31
Calls
$235K
Puts
$219K
Net Calls
+$16K
Net Calls Change
-$200K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Ameriprise
Ameriprise
Minnesota
+$8.42M
3
SGI
Summit Global Investments
Utah
+$8.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.45M
5
Wells Fargo
Wells Fargo
California
+$6.81M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$6.91M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$5.12M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.45M
5
NFG
Norris Financial Group
South Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
151
Money Concepts Capital
Florida
$443K +$43.3K +1,024 +10%
PAG
152
Private Advisor Group
New Jersey
$438K -$146K -3,463 -24%
RA
153
Rockingstone Advisors
Massachusetts
$433K +$10.6K +250 +2%
PFA
154
Portland Financial Advisors
New York
$433K +$452K +10,699 New
BFG
155
Berger Financial Group
Minnesota
$424K +$61.7K +1,460 +16%
VH
156
Visionary Horizons
Tennessee
$413K -$14.6K -345 -3%
AWM
157
Apollon Wealth Management
South Carolina
$413K +$1.61K +38 +0.4%
IWP
158
Invenio Wealth Partners
Florida
$413K -$141K -3,348 -25%
EWP
159
Elevation Wealth Partners
California
$396K -$1.18K -28 -0.3%
PTC
160
Private Trust Company
Ohio
$387K +$6.97K +165 +2%
CCP
161
Clarity Capital Partners
California
$384K -$66.2K -1,566 -14%
Cerity Partners
162
Cerity Partners
New York
$383K +$5.62K +133 +1%
PWM
163
Perigon Wealth Management
California
$380K -$68.2K -1,613 -15%
KFI
164
Key Financial Inc
Pennsylvania
$379K +$156K +3,701 +65%
PA
165
Procyon Advisors
Connecticut
$371K – – –
KA
166
Klingman & Associates
New York
$359K – – –
FWA
167
FSC Wealth Advisors
New York
$354K +$21.9K +518 +6%
Jones Financial Companies
168
Jones Financial Companies
Missouri
$352K +$152K +3,596 +71%
Brown Advisory
169
Brown Advisory
Maryland
$348K – – –
SAG
170
SageView Advisory Group
California
$345K – – –
OC
171
Oarsman Capital
Wisconsin
$343K -$11.8K -280 -3%
BWP
172
Balboa Wealth Partners
Arizona
$343K -$47K -1,113 -12%
SFM
173
Signet Financial Management
New Jersey
$342K -$507 -12 -0.1%
CCA
174
Clearwater Capital Advisors
Illinois
$339K -$64.6K -1,528 -15%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$334K +$8.71K +206 +3%
5 6
7
8 9

DEM Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2024, worth a combined $3.5B — up 88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DEM positions and 31 closed out — a net gain of 19 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $15.3M.

  • 316 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2024, up from 304 in Q3 2024.
  • Funds reported $3.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2024, up 88% quarter-over-quarter.
  • 50 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2024 and 31 closed out, a net change of +19 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2024 was Morgan Stanley, an estimated $10M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.