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WisdomTree Emerging Markets High Dividend Fund

264 hedge funds and large institutions have $1.26B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $696K

75% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 65

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.02B → $1.26B (+$243M)

5.42% more ownership

Funds ownership: 54.58%59.99% (+5.4%)

2% more funds holding

Funds holding: 258264 (+6)

Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
114
Reduced
65
Closed
26
Calls
$1.88M
Puts
$696K
Net Calls
+$1.19M
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$86K -$17.8K -400 -17%
RG
202
Retirement Group
California
$81K
CFD
203
Creative Financial Designs
Indiana
$81K +$14.1K +317 +21%
JEST
204
JTC Employer Solutions Trustee
Jersey
$73K
FNBOSM
205
First National Bank of South Miami
Florida
$69K
JHCP
206
Jackson Hole Capital Partners
Oklahoma
$69K
CFGS
207
Concourse Financial Group Securities
Alabama
$61K
AIC
208
Archer Investment Corporation
Indiana
$58.5K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$58K
SWM
210
Spire Wealth Management
Virginia
$50K +$133 +3 +0.3%
KFI
211
Key Financial Inc
Pennsylvania
$47K +$178 +4 +0.4%
CWM
212
Cedar Wealth Management
California
$44K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$42K
WT
214
Whittier Trust
California
$40K
PCG
215
Private Capital Group
Connecticut
$36K -$66.6K -1,498 -65%
AIP
216
Ameritas Investment Partners
Nebraska
$36K -$1.33K -30 -3%
CFO
217
CVA Family Office
Colorado
$36K
CPA
218
Cardiff Park Advisors
California
$33K +$33.7K +759 New
AIM
219
Anchor Investment Management
South Carolina
$31.4K +$133 +3 +0.4%
GAM
220
Gemmer Asset Management
California
$29K +$30.2K +680 New
BA
221
Bivin & Associates
Oklahoma
$28K
MIM
222
Macroview Investment Management
Maryland
$28K +$28K +629 New
CCM
223
Covington Capital Management
California
$26K
GRP
224
Global Retirement Partners
California
$24K +$15.3K +345 +143%
CBT
225
CoreFirst Bank & Trust
Kansas
$19K

DEM Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2022, worth a combined $1.26B — up 24% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DEM positions and 26 closed out — a net gain of 8 holders — while 114 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Roosevelt Investment Group, cutting an estimated $9.38M.

  • 264 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2022, up from 258 in Q4 2021.
  • Funds reported $1.26B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 34 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2022 was Bank of America, an estimated $68.1M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2022 was Roosevelt Investment Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2022.