We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
201
Key Financial Inc
Pennsylvania
$245K +$172 +4 +0.1%
RW
202
REDW Wealth
New Mexico
$242K +$241K +5,598 New
CC
203
Courier Capital
New York
$241K -$7.52K -175 -3%
EGWAG
204
Elwood & Goetz Wealth Advisory Group
Georgia
$241K -$6.49K -151 -3%
S
205
SignatureFD
Georgia
$237K +$2.92K +68 +1%
RIM
206
Rockbridge Investment Management
New York
$232K +$21.4K +497 +10%
US Bancorp
207
US Bancorp
Minnesota
$226K
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$226K +$224K +5,222 New
SF
209
Synovus Financial
Georgia
$222K +$1.59K +37 +0.7%
AIFAIM
210
American Institute for Advanced Investment Management
Arizona
$221K -$95.3K -2,218 -30%
SMC
211
Smith, Moore & Co
Missouri
$213K
PS
212
Principal Securities
Iowa
$213K +$74.4K +1,731 +54%
ML
213
McAdam LLC
Pennsylvania
$212K +$210K +4,887 New
AW
214
Avion Wealth
Texas
$209K -$85.7K -1,995 -29%
AWM
215
Avior Wealth Management
Nebraska
$208K +$103K +2,401 +96%
EWM
216
EPG Wealth Management
Georgia
$207K -$204K -4,753 Closed
AI
217
Atria Investments
North Carolina
$203K +$202K +4,698 New
FCA
218
FinTrust Capital Advisors
South Carolina
$182K -$11.7K -272 -6%
William Blair & Company
219
William Blair & Company
Illinois
$178K -$81.9K -1,906 -32%
GRP
220
Global Retirement Partners
California
$173K -$2.88K -67 -2%
RWMG
221
Redwood Wealth Management Group
New Jersey
$160K +$159K +3,688 New
CA
222
Continuum Advisory
Idaho
$158K
IAIM
223
International Assets Investment Management
Florida
$149K +$148K +3,445 New
CFD
224
Creative Financial Designs
Indiana
$145K +$1.16K +27 +0.8%
CA
225
Clearstead Advisors
Ohio
$139K -$121K -2,826 -47%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.