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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
176
Focus Partners Advisor Solutions
Missouri
$344K +$323K +8,451 New
GC
177
Guidance Capital
Kentucky
$332K +$23.2K +606 +8%
IAN
178
Integrated Advisors Network
Texas
$330K
MCC
179
Money Concepts Capital
Florida
$329K -$91.9K -2,402 -23%
ML
180
Mayport LLC
Massachusetts
$322K
PA
181
Procyon Advisors
Connecticut
$321K +$302K +7,902 New
TBWA
182
Three Bridge Wealth Advisors
California
$320K +$689 +18 +0.2%
GWP
183
Gateway Wealth Partners
Wisconsin
$316K -$67.9K -1,774 -19%
AC
184
AlphaCore Capital
California
$311K +$536 +14 +0.2%
NS
185
NBC Securities
Alabama
$308K +$68.2K +1,781 +31%
SI
186
Saxon Interests
Texas
$307K +$289K +7,547 New
AWA
187
Acorn Wealth Advisors
Michigan
$294K -$1.19K -31 -0.4%
CCG
188
Coastwise Capital Group
California
$286K -$11.3K -294 -4%
AW
189
Avion Wealth
Texas
$278K +$76.6K +2,002 +41%
MWP
190
Moller Wealth Partners
$276K
ST
191
Sabal Trust
Florida
$276K
MCM
192
MAI Capital Management
Ohio
$275K +$31.1K +813 +14%
NFP
193
Narus Financial Partners
Utah
$274K +$258K +6,729 New
EWS
194
Evergreen Wealth Solutions
Pennsylvania
$274K +$44.8K +1,171 +21%
CFA
195
Cahill Financial Advisors
Minnesota
$271K -$305K -7,962 -54%
SMC
196
Smith, Moore & Co
Missouri
$270K +$11.4K +297 +5%
William Blair & Company
197
William Blair & Company
Illinois
$265K -$63.1K -1,649 -20%
Wealthfront Advisers
198
Wealthfront Advisers
California
$264K -$41.9K -1,095 -14%
HAS
199
HBW Advisory Services
California
$259K +$28.9K +756 +13%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$258K +$243K +6,352 New

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.