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WisdomTree Emerging Markets High Dividend Fund
DEM

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299 → 299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74% → 60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
299
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$24.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10M
3
Stifel Financial
Stifel Financial
Missouri
+$8.15M
4
CWG
Cornerstone Wealth Group
North Carolina
+$7.56M
5
Wells Fargo
Wells Fargo
California
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$272M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.8M
3
B
Barings
North Carolina
-$9.08M
4
ES
Eagle Strategies
New York
-$9.05M
5
AAS
Avantax Advisory Services
Texas
-$6.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
201
Elgethun Capital Management
South Dakota
$246K +$163 +4 +0.1%
GC
202
Guidance Capital
Kentucky
$244K -$96.9K -2,377 -29%
CA
203
Claro Advisors
Massachusetts
$241K +$2.16K +53 +0.9%
CC
204
Courier Capital
New York
$241K – – –
EGWAG
205
Elwood & Goetz Wealth Advisory Group
Georgia
$239K -$489 -12 -0.2%
KFI
206
Key Financial Inc
Pennsylvania
$236K +$22.2K +544 +11%
PVI
207
Pine Valley Investments
New Jersey
$234K +$8.48K +208 +4%
SA
208
Strategic Advocates
Utah
$233K -$178K -4,363 -44%
AG
209
Ascent Group
Virginia
$228K -$11K -270 -5%
S
210
SignatureFD
Georgia
$226K +$1.02K +25 +0.5%
Northern Trust
211
Northern Trust
Illinois
$224K +$218K +5,345 New
PCIA
212
Prime Capital Investment Advisors
Kansas
$223K +$204 +5 +0.1%
TSS
213
Two Sigma Securities
New York
$221K -$9.3K -228 -4%
US Bancorp
214
US Bancorp
Minnesota
$219K -$14.8K -364 -7%
Millennium Management
215
Millennium Management
New York
$214K +$208K +5,109 New
SF
216
Synovus Financial
Georgia
$213K +$530 +13 +0.3%
BWP
217
Balboa Wealth Partners
Arizona
$212K +$530 +13 +0.3%
SMC
218
Smith, Moore & Co
Missouri
$206K -$69.3K -1,700 -26%
RIM
219
Rockbridge Investment Management
New York
$204K – – –
EWM
220
EPG Wealth Management
Georgia
$199K +$489 +12 +0.3%
FCA
221
FinTrust Capital Advisors
South Carolina
$187K -$24K -589 -12%
Simplex Trading
222
Simplex Trading
Illinois
$172K +$10.3K +253 +7%
GRP
223
Global Retirement Partners
California
$170K +$816 +20 +0.5%
CA
224
Continuum Advisory
Idaho
$158K +$149K +3,651 New
CFD
225
Creative Financial Designs
Indiana
$139K +$29.4K +721 +28%
7 8
9
10 11

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.