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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
176
Integrated Advisors Network
Texas
$352K
FWA
177
FSC Wealth Advisors
New York
$340K +$7.91K +184 +2%
BDWCC
178
B&D White Capital Company
Texas
$335K -$19.8K -460 -6%
KPWS
179
Kestra Private Wealth Services
Texas
$329K -$38.8K -903 -11%
MCM
180
MAI Capital Management
Ohio
$319K -$2.92K -68 -0.9%
AIA
181
Ally Invest Advisors
North Carolina
$318K -$5.63K -131 -2%
PWM
182
PBMares Wealth Management
Virginia
$317K +$31.6K +736 +11%
CCG
183
Coastwise Capital Group
California
$307K +$1.72K +40 +0.6%
AWM
184
Austin Wealth Management
Texas
$307K +$5.03K +117 +2%
BFG
185
Berger Financial Group
Minnesota
$300K +$297K +6,918 New
AWA
186
Acorn Wealth Advisors
Michigan
$298K -$8.21K -191 -3%
NFP
187
Narus Financial Partners
Utah
$296K -$8.64K -201 -3%
Lazard Asset Management
188
Lazard Asset Management
New York
$296K +$179K +4,162 +155%
MWP
189
Moller Wealth Partners
$294K
ST
190
Sabal Trust
Florida
$293K
AAS
191
Annex Advisory Services
Wisconsin
$293K
SC
192
Sykon Capital
New York
$286K -$8.38K -195 -3%
IA
193
IFG Advisory
Georgia
$283K +$281K +6,538 New
NEPWA
194
New England Private Wealth Advisors
Massachusetts
$278K +$387 +9 +0.1%
EWS
195
Evergreen Wealth Solutions
Pennsylvania
$272K -$14.1K -328 -5%
GC
196
Guidance Capital
Kentucky
$260K +$6.66K +155 +3%
YAL
197
Your Advocates Ltd
Texas
$259K -$269K -6,266 -51%
ECM
198
Elgethun Capital Management
South Dakota
$255K +$473 +11 +0.2%
RIL
199
Rothschild Investment LLC
Illinois
$253K +$122K +2,838 +95%
PVI
200
Pine Valley Investments
New Jersey
$247K +$3.95K +92 +2%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.