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WisdomTree Emerging Markets High Dividend Fund

244 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.31% more ownership

Funds ownership: 50.95%52.26% (+1.3%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 243244 (+1)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.63M)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

39% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.78M

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
29
Increased
73
Reduced
84
Closed
28
Calls
$1.71M
Puts
$2.78M
Net Calls
-$1.07M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$33K +$218 +5 +0.7%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$32.8K
KTC
203
Kistler-Tiffany Companies
Pennsylvania
$28K -$6.79K -156 -20%
JCM
204
Jacobi Capital Management
Pennsylvania
$27K +$6.13K +141 +30%
TPWA
205
TRUE Private Wealth Advisors
Oregon
$26.1K +$26K +597 New
CCM
206
Covington Capital Management
California
$26K
FANJ
207
Financial Architects (New Jersey)
New Jersey
$26K
KF
208
Krilogy Financial
Missouri
$25K +$25.1K +577 New
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$23K
FWC
210
First Washington Corp
Washington
$22K
CFA
211
Carroll Financial Associates
North Carolina
$22K +$13.3K +306 +153%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$21K
S
213
SignatureFD
Georgia
$16K
WTC
214
WhitTier Trust Company
Nevada
$16K
AA
215
AlphaMark Advisors
Kentucky
$15K
RWA
216
Ropes Wealth Advisors
Massachusetts
$14K -$5.83K -134 -30%
CAL
217
Capital Advisors Ltd
Ohio
$13K
MSA
218
Marino Stram & Associates
Massachusetts
$13K
WCM
219
Wealthcare Capital Management
Virginia
$13K
WA
220
WP Advisors
California
$13K
GP
221
Girard Partners
Pennsylvania
$13K +$13.1K +300 New
CAM
222
Close Asset Management
United Kingdom
$12K +$12K +275 New
BWA
223
BDO Wealth Advisors
Florida
$9K
OIA
224
Optimum Investment Advisors
Illinois
$9K
VFA
225
Valeo Financial Advisors
Indiana
$8K -$20.7K -475 -70%

DEM Hedge Fund Activity: Q3 2018 in Review

244 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2018, worth a combined $1.02B — down 0.64% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DEM positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $7.08M. The largest seller was Citadel Advisors, cutting an estimated $15.4M.

  • 244 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2018, down 0.64% quarter-over-quarter.
  • 29 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $7.08M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2018 was Citadel Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.