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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
201
New England Private Wealth Advisors
Massachusetts
$253K +$115 +3 +0%
AWM
202
Austin Wealth Management
Texas
$249K +$12.2K +319 +6%
PWM
203
PBMares Wealth Management
Virginia
$243K -$32.2K -840 -12%
ECM
204
Elgethun Capital Management
South Dakota
$239K +$230 +6 +0.1%
CC
205
Courier Capital
New York
$234K
AG
206
Ascent Group
Virginia
$233K -$23.5K -613 -10%
EGWAG
207
Elwood & Goetz Wealth Advisory Group
Georgia
$233K -$28K -731 -11%
CA
208
Claro Advisors
Massachusetts
$232K -$147K -3,829 -40%
US Bancorp
209
US Bancorp
Minnesota
$227K
IRC
210
Investors Research Corp
Georgia
$227K +$153K +4,008 +256%
TSS
211
Two Sigma Securities
New York
$224K +$210K +5,499 New
PVI
212
Pine Valley Investments
New Jersey
$219K -$8.96K -234 -4%
S
213
SignatureFD
Georgia
$219K +$1.38K +36 +0.7%
PCIA
214
Prime Capital Investment Advisors
Kansas
$217K +$204K +5,334 New
KFI
215
Key Financial Inc
Pennsylvania
$208K +$77 +2 +0%
SF
216
Synovus Financial
Georgia
$207K +$195K +5,083 New
FCA
217
FinTrust Capital Advisors
South Carolina
$206K +$20.2K +528 +12%
BWP
218
Balboa Wealth Partners
Arizona
$206K +$194K +5,063 New
PWP
219
Principle Wealth Partners
Connecticut
$204K -$13.4K -350 -7%
RIM
220
Rockbridge Investment Management
New York
$198K +$186K +4,864 New
EWM
221
EPG Wealth Management
Georgia
$190K +$651 +17 +0.4%
BWM
222
BKM Wealth Management
Wisconsin
$185K +$5.13M +134,042 New
FWA
223
FSC Wealth Advisors
New York
$178K +$62.5K +1,632 +60%
CWC
224
Carolinas Wealth Consulting
North Carolina
$160K
GRP
225
Global Retirement Partners
California
$158K +$1.84K +48 +1%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.