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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
201
Squarepoint
New York
$201K +$209K +5,364 New
CAAS
202
Capital Asset Advisory Services
Michigan
$201K -$11.4K -292 -5%
PWP
203
Principle Wealth Partners
Connecticut
$201K -$10.5K -270 -5%
S
204
SignatureFD
Georgia
$200K +$5.05K +130 +2%
KFI
205
Key Financial Inc
Pennsylvania
$191K +$311 +8 +0.2%
AW
206
Avion Wealth
Texas
$181K +$389 +10 +0.2%
EWM
207
EPG Wealth Management
Georgia
$177K -$20.6K -530 -10%
FCA
208
FinTrust Capital Advisors
South Carolina
$170K +$9.02K +232 +5%
GRP
209
Global Retirement Partners
California
$146K +$2.96K +76 +2%
CWC
210
Carolinas Wealth Consulting
North Carolina
$144K
GWM
211
Geneos Wealth Management
Colorado
$138K
Lazard Asset Management
212
Lazard Asset Management
New York
$129K -$16K -412 -11%
LB
213
Legacy Bridge
Iowa
$116K
HI
214
Harbour Investments
Wisconsin
$115K +$1.79K +46 +2%
FWA
215
FSC Wealth Advisors
New York
$102K +$7.19K +185 +7%
CFD
216
Creative Financial Designs
Indiana
$101K +$467 +12 +0.4%
EDRH
217
Edmond de Rothschild Holding
Switzerland
$83.1K
VCM
218
Viewpoint Capital Management
Washington
$78K
IWP
219
IAG Wealth Partners
Wisconsin
$76.5K
LCM
220
Logan Capital Management
Pennsylvania
$74.9K
RW
221
RVW Wealth
California
$67.7K +$70.2K +1,805 New
NA
222
NewEdge Advisors
Louisiana
$66.9K +$14.6K +375 +27%
JWA
223
JFS Wealth Advisors
Pennsylvania
$64.8K +$233 +6 +0.3%
JEST
224
JTC Employer Solutions Trustee
Jersey
$63K
TFG
225
Team Financial Group
California
$62.7K +$65K +1,672 New

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.