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WisdomTree Emerging Markets High Dividend Fund
DEM

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297 → 304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03% → 62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
–
Net Calls
+$216K
Net Calls Change
+$125K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.9M
2
Mariner
Mariner
Kansas
+$7.64M
3
Bank of America
Bank of America
North Carolina
+$6.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.78M
5
P
&Partners
Tennessee
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.88M
2
KAS
Kestra Advisory Services
Texas
-$7.3M
3
Creative Planning
Creative Planning
Kansas
-$3.26M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.04M
5
PWAC
Private Wealth Advisors (California)
California
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
201
Merit Financial Group
Georgia
$264K +$260K +5,999 New
CAM
202
Cresset Asset Management
Illinois
$262K -$442K -10,197 -63%
NFP
203
Narus Financial Partners
Utah
$262K -$39K -900 -13%
ECM
204
Elgethun Capital Management
South Dakota
$260K +$737 +17 +0.3%
PVI
205
Pine Valley Investments
New Jersey
$258K +$7.5K +173 +3%
ML
206
McAdam LLC
Pennsylvania
$258K +$42.4K +978 +20%
KPWS
207
Kestra Private Wealth Services
Texas
$253K -$79.9K -1,843 -24%
KFI
208
Key Financial Inc
Pennsylvania
$249K +$303 +7 +0.1%
YAL
209
Your Advocates Ltd
Texas
$247K -$16.7K -385 -6%
FCM
210
Fourpath Capital Management
Oklahoma
$246K +$242K +5,587 New
S
211
SignatureFD
Georgia
$246K +$4.81K +111 +2%
CC
212
Courier Capital
New York
$245K – – –
EGWAG
213
Elwood & Goetz Wealth Advisory Group
Georgia
$245K – – –
RIM
214
Rockbridge Investment Management
New York
$236K +$87 +2 +0%
AI
215
Atria Investments
North Carolina
$234K +$26.7K +616 +13%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$230K +$303 +7 +0.1%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$228K +$137K +3,159 +163%
IWC
218
Integrated Wealth Concepts
Massachusetts
$224K -$2.06M -47,409 -90%
IAS
219
Insigneo Advisory Services
Florida
$223K +$220K +5,070 New
US Bancorp
220
US Bancorp
Minnesota
$223K -$6.85K -158 -3%
MLA
221
My Legacy Advisors
Oregon
$222K -$352K -8,123 -62%
SMC
222
Smith, Moore & Co
Missouri
$217K – – –
AW
223
Avion Wealth
Texas
$213K +$347 +8 +0.2%
EWM
224
EPG Wealth Management
Georgia
$213K +$210K +4,836 New
PS
225
Principal Securities
Iowa
$210K -$6.46K -149 -3%
7 8
9
10 11

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.