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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
201
First National Bank of South Miami
Florida
$68K
JHCP
202
Jackson Hole Capital Partners
Oklahoma
$68K
CFD
203
Creative Financial Designs
Indiana
$66K -$1.22K -28 -2%
CFGS
204
Concourse Financial Group Securities
Alabama
$61K -$38.7K -888 -39%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$58K +$5.83K +134 +11%
AIC
206
Archer Investment Corporation
Indiana
$57.7K
SWM
207
Spire Wealth Management
Virginia
$50K +$218 +5 +0.4%
KFI
208
Key Financial Inc
Pennsylvania
$46K +$218 +5 +0.5%
CWM
209
Cedar Wealth Management
California
$43K
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$41K
WT
211
Whittier Trust
California
$40K
FPWM
212
FSB Premier Wealth Management
Iowa
$40K +$41.1K +945 New
AIP
213
Ameritas Investment Partners
Nebraska
$37K
CFO
214
CVA Family Office
Colorado
$36K -$122K -2,800 -77%
RPCONE
215
Retirement Planning Company of New England
Rhode Island
$35K +$35.2K +809 New
AIM
216
Anchor Investment Management
South Carolina
$30.9K +$305 +7 +1%
BA
217
Bivin & Associates
Oklahoma
$28K +$28.3K +650 New
CCM
218
Covington Capital Management
California
$26K
CBT
219
CoreFirst Bank & Trust
Kansas
$19K
RA
220
Rise Advisors
New York
$18.4K +$18.5K +424 New
CFB
221
Cullen/Frost Bankers
Texas
$18K
MA
222
Montag & Associates
Georgia
$16K
HWM
223
HighMark Wealth Management
Minnesota
$16K +$261 +6 +2%
COCM
224
Charter Oak Capital Management
New Hampshire
$15K -$3.31K -76 -18%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.