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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
176
Trust Company of Oklahoma
Oklahoma
$201K -$9.58K -220 -5%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$189K +$522 +12 +0.3%
GWM
178
Geneos Wealth Management
Colorado
$185K +$8.32K +191 +5%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$179K +$180K +4,129 New
William Blair & Company
180
William Blair & Company
Illinois
$176K -$54.6K -1,254 -24%
Citigroup
181
Citigroup
New York
$165K -$8.84K -203 -5%
CA
182
CoreCap Advisors
Michigan
$161K +$162K +3,714 New
S
183
SignatureFD
Georgia
$153K +$109K +2,504 +241%
LB
184
Legacy Bridge
Iowa
$134K
EW
185
Evoke Wealth
California
$132K
AW
186
Avion Wealth
Texas
$131K +$392 +9 +0.3%
Simplex Trading
187
Simplex Trading
Illinois
$127K -$250K -5,731 -66%
HI
188
Harbour Investments
Wisconsin
$127K -$139K -3,199 -52%
ONST
189
Old North State Trust
North Carolina
$124K
JWA
190
JFS Wealth Advisors
Pennsylvania
$106K +$653 +15 +0.6%
MA
191
MUFG Americas
New York
$103K +$17.4K +400 +20%
AWA
192
Amplius Wealth Advisors
Pennsylvania
$101K +$102K +2,335 New
PCG
193
Private Capital Group
Connecticut
$100K -$28.6K -657 -22%
VCM
194
Viewpoint Capital Management
Washington
$94K +$94.5K +2,170 New
GLLW
195
Graves Light Lenhart Wealth
Virginia
$89K +$435 +10 +0.5%
LCM
196
Logan Capital Management
Pennsylvania
$87K
RG
197
Retirement Group
California
$81K -$19K -436 -19%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$75K +$21.8K +500 +40%
EWM
199
EPG Wealth Management
Georgia
$73K -$11.1K -256 -13%
JEST
200
JTC Employer Solutions Trustee
Jersey
$73K

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.