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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
176
Sigma Planning Corp
Michigan
$344K +$335K +8,222 New
BDWCC
177
B&D White Capital Company
Texas
$343K -$13.2K -323 -4%
IAN
178
Integrated Advisors Network
Texas
$340K
PA
179
Procyon Advisors
Connecticut
$333K +$2.04K +50 +0.6%
ML
180
Mayport LLC
Massachusetts
$331K
FWA
181
FSC Wealth Advisors
New York
$320K +$134K +3,290 +75%
SI
182
Saxon Interests
Texas
$316K
AIA
183
Ally Invest Advisors
North Carolina
$313K -$44.7K -1,096 -13%
MCM
184
MAI Capital Management
Ohio
$311K +$26.8K +656 +10%
AIFAIM
185
American Institute for Advanced Investment Management
Arizona
$307K -$187K -4,592 -39%
AWM
186
Austin Wealth Management
Texas
$299K +$26.9K +659 +11%
AWA
187
Acorn Wealth Advisors
Michigan
$296K -$7.06K -173 -2%
CCG
188
Coastwise Capital Group
California
$295K +$571 +14 +0.2%
NFP
189
Narus Financial Partners
Utah
$295K +$12.8K +314 +5%
AW
190
Avion Wealth
Texas
$287K +$82 +2 +0%
SC
191
Sykon Capital
New York
$284K +$277K +6,795 New
MWP
192
Moller Wealth Partners
$284K
ST
193
Sabal Trust
Florida
$283K
AAS
194
Annex Advisory Services
Wisconsin
$283K +$276K +6,768 New
EWS
195
Evergreen Wealth Solutions
Pennsylvania
$277K -$4.41K -108 -2%
PWM
196
PBMares Wealth Management
Virginia
$275K +$24.9K +610 +10%
NEPWA
197
New England Private Wealth Advisors
Massachusetts
$267K +$8.24K +202 +3%
CA
198
Clearstead Advisors
Ohio
$266K -$174K -4,268 -41%
HAS
199
HBW Advisory Services
California
$259K
William Blair & Company
200
William Blair & Company
Illinois
$252K -$19.9K -488 -7%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.