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WisdomTree Emerging Markets High Dividend Fund

260 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.17M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$118M)

4% more funds holding

Funds holding: 251260 (+9)

0.54% more ownership

Funds ownership: 52.57%53.12% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
260
Holders Change
+9
Holders Change %
+3.59%
% of All Funds
5.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
35
Increased
92
Reduced
75
Closed
25
Calls
$3.43M
Puts
$2.17M
Net Calls
+$1.25M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$68K +$67.3K +1,558 New
NWM
202
Northwest Wealth Management
Iowa
$64K
IP
203
Intellectus Partners
California
$57K +$56.2K +1,300 New
S
204
SignatureFD
Georgia
$49K
PA
205
Parallel Advisors
California
$46K -$3.15K -73 -6%
CWM
206
Cedar Wealth Management
California
$44K
KPCM
207
Kings Point Capital Management
New York
$44K
AIP
208
Ameritas Investment Partners
Nebraska
$42K +$1.08K +25 +3%
AIM
209
Anchor Investment Management
South Carolina
$41.6K
WB
210
Webster Bank
Connecticut
$41K
IWA
211
Intercontinental Wealth Advisors
Texas
$40K -$3.72K -86 -9%
CAL
212
Capital Analysts LLC
Pennsylvania
$35K
MCM
213
Manchester Capital Management
Vermont
$34K +$33.8K +782 New
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$33K -$38.8K -899 -55%
AF
215
Advisornet Financial
Minnesota
$32K -$54.2K -1,255 -63%
JCM
216
Jacobi Capital Management
Pennsylvania
$28K +$86 +2 +0.3%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$27K
CCM
218
Covington Capital Management
California
$26K
CFD
219
Creative Financial Designs
Indiana
$23K +$22.7K +525 New
CFA
220
Carroll Financial Associates
North Carolina
$22K
FWC
221
First Washington Corp
Washington
$22K
RCAG
222
Rehmann Capital Advisory Group
Michigan
$21K +$20.7K +480 New
FCA
223
FinTrust Capital Advisors
South Carolina
$21K +$8.21K +190 +63%
First Manhattan
224
First Manhattan
New York
$21K +$21K +485 New
OAM
225
Oppenheimer Asset Management
New York
$18K

DEM Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2019, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 25 closed out — a net gain of 10 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $1.16B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2019 and 25 closed out, a net change of +10 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2019 was Avantax Advisory Services, an estimated $59.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2019.