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WisdomTree Emerging Markets High Dividend Fund

256 hedge funds and large institutions have $1.08B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$46M)

0.39% less ownership

Funds ownership: 53.85%53.46% (-0.39%)

2% less funds holding

Funds holding: 262256 (-6)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
89
Reduced
76
Closed
31
Calls
$1.95M
Puts
$1.3M
Net Calls
+$649K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WMS Partners
Maryland
$211K +$211K +4,610 New
PAS
177
Park Avenue Securities
New York
$202K +$202K +4,413 New
ADL
178
Asset Dedication LLC
California
$200K +$6.6K +144 +3%
BMWM
179
Brown Miller Wealth Management
Virginia
$200K +$201K +4,390 New
GWM
180
Geneos Wealth Management
Colorado
$198K -$11.5K -250 -5%
LC
181
Lindbrook Capital
California
$167K +$20.2K +442 +14%
LB
182
Legacy Bridge
Iowa
$142K
EW
183
Evoke Wealth
California
$140K +$140K +3,056 New
BW
184
Bison Wealth
Georgia
$137K -$22.9K -500 -14%
AW
185
Avion Wealth
Texas
$137K +$28.8K +628 +27%
PCG
186
Private Capital Group
Connecticut
$136K +$137 +3 +0.1%
ONST
187
Old North State Trust
North Carolina
$131K
JWA
188
JFS Wealth Advisors
Pennsylvania
$125K +$550 +12 +0.4%
FCA
189
FinTrust Capital Advisors
South Carolina
$122K
BAM
190
Belpointe Asset Management
Nevada
$120K +$8.11K +177 +7%
FNBOSM
191
First National Bank of South Miami
Florida
$116K
CFD
192
Creative Financial Designs
Indiana
$115K +$19.1K +416 +20%
RG
193
Retirement Group
California
$108K
CFGS
194
Concourse Financial Group Securities
Alabama
$104K
HFA
195
Hoover Financial Advisors
Pennsylvania
$96K +$46 +1 +0%
GLLW
196
Graves Light Lenhart Wealth
Virginia
$93K +$366 +8 +0.4%
MA
197
MUFG Americas
New York
$91K -$92.8K -2,025 -50%
LCM
198
Logan Capital Management
Pennsylvania
$91K
BMD
199
Better Money Decisions
New Mexico
$82K +$82.4K +1,800 New
JEST
200
JTC Employer Solutions Trustee
Jersey
$77K +$76.8K +1,676 New

DEM Hedge Fund Activity: Q2 2021 in Review

256 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2021, worth a combined $1.08B — up 4.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DEM and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Morgan Stanley, adding an estimated $5.14M. The largest seller was NorthRock Partners, cutting an estimated $4.78M.

  • 256 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2021, down from 262 in Q1 2021.
  • Funds reported $1.08B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 27 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.14M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2021 was NorthRock Partners, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.