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WisdomTree Emerging Markets High Dividend Fund

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$203K +$223K +4,669 New
PA
177
PFG Advisors
Arizona
$202K +$202K +4,215 New
SSB
178
Sandy Spring Bank
Maryland
$180K +$180K +3,772 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$174K
AA
180
Advisory Alpha
Michigan
$166K +$133K +2,776 +330%
Bessemer Group
181
Bessemer Group
New Jersey
$161K
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$156K +$15.5K +325 +11%
SWP
183
Stratos Wealth Partners
Ohio
$150K +$17.5K +366 +13%
JWA
184
JFS Wealth Advisors
Pennsylvania
$141K +$239 +5 +0.2%
BBHC
185
Brown Brothers Harriman & Co
New York
$140K +$140K +2,920 New
RFC
186
Regions Financial Corp
Alabama
$135K +$34.4K +719 +34%
Deutsche Bank
187
Deutsche Bank
Germany
$135K +$136K +2,836 New
AF
188
Advisornet Financial
Minnesota
$118K +$143 +3 +0.1%
CPIG
189
Chicago Partners Investment Group
Illinois
$115K
PCG
190
Private Capital Group
Connecticut
$112K +$94.9K +1,984 +553%
ADL
191
Asset Dedication LLC
California
$108K +$22.3K +467 +26%
OIA
192
OneDigital Investment Advisors
Kansas
$108K +$108K +2,255 New
MRC
193
Millburn Ridgefield Corp
New York
$106K -$101K -2,116 -49%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$89K -$813 -17 -0.9%
NWM
195
Northwest Wealth Management
Iowa
$81K +$80.3K +1,679 New
MFW
196
Mosaic Family Wealth
Missouri
$80K -$12.7K -266 -14%
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$78K
RCG
198
Ruggie Capital Group
Florida
$59K
RCAG
199
Rehmann Capital Advisory Group
Michigan
$56K +$55.9K +1,169 New
AIM
200
Anchor Investment Management
South Carolina
$52.6K

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.