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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$59.1K
FPS
202
Fieldpoint Private Securities
Connecticut
$59K +$57.6K +1,340 New
WT
203
Whittier Trust
California
$58K -$12.3K -285 -18%
PCIA
204
Prime Capital Investment Advisors
Kansas
$54K -$11K -255 -17%
CIAS
205
Capital Investment Advisory Services
North Carolina
$53K +$48.3K +1,122 +1,438%
MRC
206
Millburn Ridgefield Corp
New York
$47K
S
207
SignatureFD
Georgia
$46K -$8.73K -203 -17%
CWM
208
Cedar Wealth Management
California
$44K
IFAM
209
Institutional & Family Asset Management
Colorado
$44K
KFI
210
Key Financial Inc
Pennsylvania
$42K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$42K +$41K +954 New
AIP
212
Ameritas Investment Partners
Nebraska
$40K
CAL
213
Capital Analysts LLC
Pennsylvania
$38K +$37.3K +867 New
CFO
214
CVA Family Office
Colorado
$37K
YAL
215
Your Advocates Ltd
Texas
$36K -$45.2K -1,050 -56%
AF
216
Advisornet Financial
Minnesota
$36K +$24.1K +560 +230%
TWM
217
Tradition Wealth Management
Minnesota
$33K
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$45.8K -1,065 -60%
CCM
219
Covington Capital Management
California
$27K -$31K -720 -55%
TCOV
220
Trust Company of Vermont
Vermont
$22K -$4.3K -100 -17%
AWMS
221
Advocacy Wealth Management Services
Georgia
$21K
WB
222
Webster Bank
Connecticut
$20K
COCM
223
Charter Oak Capital Management
New Hampshire
$19K
CBT
224
CoreFirst Bank & Trust
Kansas
$19K
CFB
225
Cullen/Frost Bankers
Texas
$18K

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.