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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
201
Intercontinental Wealth Advisors
Texas
$40K +$41.1K +1,004 New
MOS
202
MGO One Seven
Ohio
$39K +$40.1K +979 New
AIM
203
Anchor Investment Management
South Carolina
$38.1K -$6.15K -150 -14%
AIP
204
Ameritas Investment Partners
Nebraska
$37K
WB
205
Webster Bank
Connecticut
$37K
CAL
206
Capital Analysts LLC
Pennsylvania
$32K +$32.8K +800 New
SMFS
207
Squar Milner Financial Services
California
$26K -$26.9K -656 -50%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$26K
JCM
209
Jacobi Capital Management
Pennsylvania
$26K +$1.35K +33 +5%
CCM
210
Covington Capital Management
California
$24K
FANJ
211
Financial Architects (New Jersey)
New Jersey
$24K +$738 +18 +3%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$21K
CFA
213
Carroll Financial Associates
North Carolina
$20K
FWC
214
First Washington Corp
Washington
$20K
OAM
215
Oppenheimer Asset Management
New York
$16K +$16.5K +402 New
WTC
216
WhitTier Trust Company
Nevada
$15K
AIS
217
Accurate Investment Solutions
Pennsylvania
$15K +$15.4K +375 New
AA
218
AlphaMark Advisors
Kentucky
$14K
NCM
219
Next Capital Management
New York
$14K +$14.3K +350 New
RWA
220
Ropes Wealth Advisors
Massachusetts
$13K
BCWM
221
Bartlett & Co Wealth Management
Ohio
$12K -$18.4K -450 -60%
BC
222
Bartlett & Co
Ohio
$12K -$18.4K -450 -60%
MSA
223
Marino Stram & Associates
Massachusetts
$12K
WCM
224
Wealthcare Capital Management
Virginia
$12K
FCA
225
FinTrust Capital Advisors
South Carolina
$12K +$12.3K +300 New

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.