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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
201
WhitTier Trust Company
Nevada
$17K
AA
202
AlphaMark Advisors
Kentucky
$16K
PP
203
Pension Partners
New York
$14.9K +$14.4K +329 New
CAL
204
Capital Advisors Ltd
Ohio
$14K -$3.58K -82 -21%
WCM
205
Wealthcare Capital Management
Virginia
$13K
MSA
206
Marino Stram & Associates
Massachusetts
$13K +$12.8K +292 New
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$11K +$10.5K +240 New
ASN
208
Advisory Services Network
Georgia
$10K
CFA
209
Carroll Financial Associates
North Carolina
$9K
FRA
210
Front Row Advisors
California
$8K +$7.65K +175 New
HCM
211
Highlander Capital Management
New Jersey
$7K
OC
212
Oakworth Capital
Alabama
$7K
RFA
213
Reilly Financial Advisors
California
$5K
SBL
214
Sargent Bickham Lagudis
Colorado
$5K
PSC
215
Prentiss Smith & Co
Vermont
$5K +$4.37K +100 New
SEI Investments
216
SEI Investments
Pennsylvania
$2K -$192K -4,389 -99%
GFP
217
Gryphon Financial Partners
Ohio
$2K +$2.27K +52 New
SIM
218
Sonora Investment Management
Arizona
$1.68K +$1.62K +37 New
MSFP
219
Mark Sheptoff Financial Planning
Connecticut
$1K
W
220
WealthShield
North Carolina
$1K +$655 +15 New
WP
221
WealthShield Partners
North Carolina
$1K +$655 +15 New
BCMIO
222
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$918 +21 New
Walleye Trading
223
Walleye Trading
New York
$253 +$244K +5,575 New
PCG
224
Private Capital Group
Connecticut
$106 +$15.7K +359 New
AIA
225
Arrow Investment Advisors
Maryland
-$17.9M -416,822 Closed

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.