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WisdomTree Emerging Markets High Dividend Fund

244 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.31% more ownership

Funds ownership: 50.95%52.26% (+1.3%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 243244 (+1)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.63M)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

39% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.78M

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
29
Increased
73
Reduced
84
Closed
28
Calls
$1.71M
Puts
$2.78M
Net Calls
-$1.07M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$125K -$8.44K -194 -6%
Simplex Trading
177
Simplex Trading
Illinois
$124K +$124K +2,844 New
RFC
178
Regions Financial Corp
Alabama
$123K
ADL
179
Asset Dedication LLC
California
$123K +$21.5K +495 +21%
MRC
180
Millburn Ridgefield Corp
New York
$113K -$7.27K -167 -6%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$104K +2,387 New
PCG
182
Private Capital Group
Connecticut
$101K +$218 +5 +0.2%
SWP
183
Stratos Wealth Partners
Ohio
$99K +$98.2K +2,256 New
Deutsche Bank
184
Deutsche Bank
Germany
$94K -$29.4K -675 -24%
WSTAM
185
Wilbanks Smith & Thomas Asset Management
Virginia
$91K +$90.3K +2,075 New
AF
186
Advisornet Financial
Minnesota
$89K -$21.5K -495 -19%
NWM
187
Northwest Wealth Management
Iowa
$70K -$2.96K -68 -4%
MFW
188
Mosaic Family Wealth
Missouri
$68K
APSP
189
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K -$7.7K -177 -11%
SMFS
190
Squar Milner Financial Services
California
$57K -$30.5K -700 -35%
IP
191
Intellectus Partners
California
$57K
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$54.4K +1,250 New
RCG
193
Ruggie Capital Group
Florida
$54K
AA
194
Ancora Advisors
Ohio
$51K +$51.2K +1,177 New
PA
195
Parallel Advisors
California
$49K +$4.87K +112 +11%
AIM
196
Anchor Investment Management
South Carolina
$48K
KPCM
197
Kings Point Capital Management
New York
$44K
WB
198
Webster Bank
Connecticut
$41K
AIP
199
Ameritas Investment Partners
Nebraska
$40K
BC
200
Bartlett & Co
Ohio
$33K

DEM Hedge Fund Activity: Q3 2018 in Review

244 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2018, worth a combined $1.02B — down 0.64% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DEM positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $7.08M. The largest seller was Citadel Advisors, cutting an estimated $15.4M.

  • 244 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2018, down 0.64% quarter-over-quarter.
  • 29 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $7.08M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2018 was Citadel Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.