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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.22B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $442K

37% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 75

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $1.16B → $1.22B (+$53.8M)

0.32% more ownership

Funds ownership: 53.12%53.44% (+0.32%)

1% less funds holding

Funds holding: 260258 (-2)

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
5.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
103
Reduced
75
Closed
21
Calls
$1.68M
Puts
$442K
Net Calls
+$1.24M
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
201
Biltmore Family Office
North Carolina
$45K +$43.8K +1,000 New
AIP
202
Ameritas Investment Partners
Nebraska
$42K
WB
203
Webster Bank
Connecticut
$42K
IWA
204
Intercontinental Wealth Advisors
Texas
$41K
BAMG
205
Brand Asset Management Group
Missouri
$38K +$36.8K +840 New
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$37K +$3.81K +87 +12%
CAL
207
Capital Analysts LLC
Pennsylvania
$36K
AIM
208
Arcadia Investment Management
Michigan
$33K +$32.8K +750 New
AIM
209
Anchor Investment Management
South Carolina
$31.3K -$10.9K -250 -26%
JCM
210
Jacobi Capital Management
Pennsylvania
$29K +$306 +7 +1%
FCA
211
FinTrust Capital Advisors
South Carolina
$28K +$5.47K +125 +26%
CCM
212
Covington Capital Management
California
$27K
FANJ
213
Financial Architects (New Jersey)
New Jersey
$27K +$88 +2 +0.3%
CFD
214
Creative Financial Designs
Indiana
$23K
CFA
215
Carroll Financial Associates
North Carolina
$22K
FWC
216
First Washington Corp
Washington
$22K
PWP
217
Personal Wealth Partners
Minnesota
$22K +$21.2K +485 New
First Manhattan
218
First Manhattan
New York
$21K
1IA
219
1834 Investment Advisors
Wisconsin
$20K +$20.1K +459 New
AIS
220
Accurate Investment Solutions
Pennsylvania
$17K
MWM
221
Merriman Wealth Management
Washington
$16.7K +$37.3K +852 +2%
AA
222
AlphaMark Advisors
Kentucky
$16K
NCM
223
Next Capital Management
New York
$16K
WTC
224
WhitTier Trust Company
Nevada
$16K
TPWA
225
TRUE Private Wealth Advisors
Oregon
$16K +$15.9K +364 New

DEM Hedge Fund Activity: Q2 2019 in Review

258 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2019, worth a combined $1.22B — up 4.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DEM positions and 21 closed out — a net gain of 4 holders — while 103 added to existing stakes and 75 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, adding an estimated $8.97M. The largest seller was Bank of America, cutting an estimated $6.08M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.22B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2019, up 4.6% quarter-over-quarter.
  • 25 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2019 and 21 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2019 was Fukoku Mutual Life Insurance, an estimated $8.97M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2019 was Bank of America, an estimated $6.08M sold.

Based on aggregated 13F filings for Q2 2019.