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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
176
Kiley Juergens Wealth Management
Washington
$68K +$65.6K +1,502 New
CG
177
Cutler Group
California
$62K -$53.3K -1,219 -47%
GI
178
Gradient Investments
Minnesota
$58K +$55.8K +1,276 New
RCG
179
Ruggie Capital Group
Florida
$56K +$54.1K +1,238 New
AIM
180
Anchor Investment Management
South Carolina
$49.9K
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$48.8K +$27.5K +629 +141%
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$48K
KPCM
183
Kings Point Capital Management
New York
$46K +$44K +1,008 New
WB
184
Webster Bank
Connecticut
$42K
AA
185
Advisory Alpha
Michigan
$41K -$89.2K -2,042 -71%
TIM
186
Tortoise Investment Management
New York
$41K
BC
187
Bartlett & Co
Ohio
$34K
AWA
188
Acorn Wealth Advisors
Michigan
$31K +$28.6K +654 New
WTB
189
Washington Trust Bank
Washington
$29K +$28.1K +643 New
CCM
190
Covington Capital Management
California
$27K
KF
191
Krilogy Financial
Missouri
$26K +$87 +2 +0.4%
FANJ
192
Financial Architects (New Jersey)
New Jersey
$26K +$524 +12 +2%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$24K
MOS
194
MGO One Seven
Ohio
$24K +$22.7K +519 New
BAM
195
Barrett Asset Management
New York
$23K
FWC
196
First Washington Corp
Washington
$23K
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$8.43K +193 +63%
JCM
198
Jacobi Capital Management
Pennsylvania
$23K +$15.4K +353 +245%
RWA
199
Ropes Wealth Advisors
Massachusetts
$21K
TFA
200
Transamerica Financial Advisors
Florida
$19K +$1.62K +37 +10%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.