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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$145K -$41K -1,000 -22%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$145K -$5.49K -134 -4%
Bessemer Group
178
Bessemer Group
New Jersey
$136K
FHA
179
Flagship Harbor Advisors
Massachusetts
$135K -$34.3K -837 -20%
BAM
180
Belpointe Asset Management
Nevada
$134K -$51.1K -1,247 -27%
JWA
181
JFS Wealth Advisors
Pennsylvania
$131K +$12.6K +308 +10%
BBHC
182
Brown Brothers Harriman & Co
New York
$117K
RFC
183
Regions Financial Corp
Alabama
$113K
ADL
184
Asset Dedication LLC
California
$109K -$4.88K -119 -4%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$94K -$1.84K -45 -2%
PCG
186
Private Capital Group
Connecticut
$93K +$41 +1 +0%
AF
187
Advisornet Financial
Minnesota
$80K -$2.75K -67 -3%
MRC
188
Millburn Ridgefield Corp
New York
$72K -$32.7K -798 -31%
MFW
189
Mosaic Family Wealth
Missouri
$67K
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$66K -$50K -1,219 -43%
APSP
191
Asset Planning Services (Pennsylvania)
Pennsylvania
$66K +$7.54K +184 +13%
AIC
192
Archer Investment Corporation
Indiana
$63K +$64.1K +1,563 New
CFGS
193
Concourse Financial Group Securities
Alabama
$59K -$112K -2,742 -65%
NWM
194
Northwest Wealth Management
Iowa
$58K -$6.56K -160 -10%
W
195
WealthOne
New York
$55K +$56K +1,367 New
RCG
196
Ruggie Capital Group
Florida
$50K
PA
197
Parallel Advisors
California
$45K +$246 +6 +0.5%
S
198
SignatureFD
Georgia
$45K +$31.4K +765 +213%
KPCM
199
Kings Point Capital Management
New York
$40K
CWM
200
Cedar Wealth Management
California
$40K +$41K +1,000 New

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.