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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
201
James Investment Research
Ohio
$37K +$7.6K +219 +26%
CWM
202
Cedar Wealth Management
California
$35.6K
KFI
203
Key Financial Inc
Pennsylvania
$35.2K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$34K
WT
205
Whittier Trust
California
$33K
AIP
206
Ameritas Investment Partners
Nebraska
$29.2K
CT
207
Colonial Trust
South Carolina
$29K +$28K +806 New
SWM
208
Spire Wealth Management
Virginia
$29K
UB
209
UMB Bank
Missouri
$25K -$253K -7,300 -91%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$22.3K +$21.7K +625 New
CFO
211
CVA Family Office
Colorado
$21.4K -$7.98K -230 -28%
FWA
212
FSC Wealth Advisors
New York
$21.2K -$32.6K -940 -61%
PA
213
Parallel Advisors
California
$21.1K +$10.8K +312 +112%
ASN
214
Advisory Services Network
Georgia
$19K +$18.5K +532 New
FA
215
Fiduciary Alliance
South Carolina
$16.6K +$16.1K +465 New
RA
216
Rise Advisors
New York
$16.5K +$208 +6 +1%
CBT
217
CoreFirst Bank & Trust
Kansas
$15.3K
HWM
218
HighMark Wealth Management
Minnesota
$14.7K +$173 +5 +1%
GI
219
Gradient Investments
Minnesota
$14.1K +$11.7K +337 +571%
CG
220
Cutler Group
California
$14K -$65.9K -1,900 -83%
MA
221
Montag & Associates
Georgia
$13.4K
AFG
222
Albion Financial Group
Utah
$12.2K +$11.9K +342 New
Franklin Resources
223
Franklin Resources
California
$11.1K +$9.05K +261 +522%
WOSD
224
WFA of San Diego
California
$10.7K +$10.4K +300 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$10.3K +$10.1K +290 New

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.