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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFG Advisory
Georgia
$280K +$290K +7,459 New
CCG
177
Coastwise Capital Group
California
$274K -$8.63K -222 -3%
AWA
178
Acorn Wealth Advisors
Michigan
$272K +$4.43K +114 +2%
PWM
179
PBMares Wealth Management
Virginia
$255K +$194 +5 +0.1%
MWP
180
Moller Wealth Partners
$254K
ST
181
Sabal Trust
Florida
$254K
AWM
182
Avior Wealth Management
Nebraska
$254K +$14K +360 +6%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$252K
SC
184
Sykon Capital
New York
$248K +$258K +6,625 New
EGWAG
185
Elwood & Goetz Wealth Advisory Group
Georgia
$242K -$6.61K -170 -3%
PA
186
PFG Advisors
Arizona
$240K +$3.89K +100 +2%
SMC
187
Smith, Moore & Co
Missouri
$237K
AG
188
Ascent Group
Virginia
$237K -$109K -2,802 -31%
NEPWA
189
New England Private Wealth Advisors
Massachusetts
$233K +$467 +12 +0.2%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$232K -$68.8K -1,769 -22%
AWM
191
Austin Wealth Management
Texas
$225K +$224K +5,759 New
MCM
192
MAI Capital Management
Ohio
$223K +$544 +14 +0.2%
ECM
193
Elgethun Capital Management
South Dakota
$219K +$816 +21 +0.4%
NS
194
NBC Securities
Alabama
$217K +$226K +5,801 New
CC
195
Courier Capital
New York
$216K +$2.49K +64 +1%
PVI
196
Pine Valley Investments
New Jersey
$211K +$219K +5,627 New
HAS
197
HBW Advisory Services
California
$210K +$218K +5,614 New
US Bancorp
198
US Bancorp
Minnesota
$210K
EWS
199
Evergreen Wealth Solutions
Pennsylvania
$208K +$216K +5,554 New
FFW
200
Fusion Family Wealth
New York
$208K

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.