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WisdomTree Emerging Markets High Dividend Fund

252 hedge funds and large institutions have $1.17B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

85% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $1.75M

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

12% more funds holding

Funds holding: 226252 (+26)

7% more capital invested

Capital invested by funds: $1.09B → $1.17B (+$74.1M)

1.16% more ownership

Funds ownership: 49.04%50.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
252
Holders Change
+26
Holders Change %
+11.5%
% of All Funds
5.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
44
Increased
90
Reduced
65
Closed
15
Calls
$3.25M
Puts
$1.75M
Net Calls
+$1.49M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$50K -$26K -544 -34%
KTC
202
Kistler-Tiffany Companies
Pennsylvania
$50K
KPCM
203
Kings Point Capital Management
New York
$48K
WB
204
Webster Bank
Connecticut
$44K
TIM
205
Tortoise Investment Management
New York
$43K
GI
206
Gradient Investments
Minnesota
$40K -$21.3K -446 -35%
BC
207
Bartlett & Co
Ohio
$36K
BCWM
208
Bartlett & Co Wealth Management
Ohio
$35.9K +$35.9K +750 New
Manulife (Manufacturers Life Insurance)
209
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K +$9.9K +207 +41%
AWA
210
Acorn Wealth Advisors
Michigan
$31K
WTB
211
Washington Trust Bank
Washington
$31K
PGA
212
Premia Global Advisors
Florida
$31K +$31.9K +668 New
CCM
213
Covington Capital Management
California
$29K
FANJ
214
Financial Architects (New Jersey)
New Jersey
$28K +$191 +4 +0.7%
KF
215
Krilogy Financial
Missouri
$27K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$25K
MOS
217
MGO One Seven
Ohio
$25K
FWC
218
First Washington Corp
Washington
$24K
RWA
219
Ropes Wealth Advisors
Massachusetts
$23K
JCM
220
Jacobi Capital Management
Pennsylvania
$22K -$1.43K -30 -6%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$21.3K -$30.1K -629 -59%
TFA
222
Transamerica Financial Advisors
Florida
$20K -$48 -1 -0.2%
IWM
223
IHT Wealth Management
Illinois
$19K +$19.5K +408 New
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$18K +$18.2K +380 +38,000%
AA
225
AlphaMark Advisors
Kentucky
$17K

DEM Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2018, worth a combined $1.17B — up 6.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 15 closed out — a net gain of 29 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $15.5M. The largest seller was AssetMark Inc, cutting an estimated $5.94M.

  • 252 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2018, up from 226 in Q4 2017.
  • Funds reported $1.17B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +29 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2018 was AssetMark Inc, an estimated $5.94M sold.

Based on aggregated 13F filings for Q1 2018.