WisdomTree Emerging Markets High Dividend Fund
259 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 114 reducing their positions, and 34 closing their positions.
8% more call options, than puts
Call options by funds: $3.37M | Put options by funds: $3.12M
1.21% less ownership
Funds ownership: 44.45% → 43.24% (-1.2%)
3% less funds holding
Funds holding: 268 → 259 (-9)
20% less capital invested
Capital invested by funds: $2.09B → $1.68B (-$409M)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
32% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 114
33% less funds holding in top 10
Funds holding in top 10: 24 → 16 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$14.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.8M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$9.28M |
| 4 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
+$7.16M |
| 5 |
Goldman Sachs
New York
|
+$6.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$45.4M |
| 2 |
P3I
Progeny 3 Inc
Kirkland,
Washington
|
-$31.5M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$24.2M |
| 4 |
JP Morgan Chase
New York
|
-$23.9M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$23.6M |
DEM Hedge Fund Activity: Q1 2014 in Review
259 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2014, worth a combined $1.68B — down 20% from $2.09B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of DEM and 26 opened new positions — a net loss of 8 holders — while 114 trimmed existing stakes and 78 added.
The largest buyer was Beacon Financial Group, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $45.4M.
- 259 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2014, down from 268 in Q4 2013.
- Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2014, down 20% quarter-over-quarter.
- 26 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2014 and 34 closed out, a net change of -8 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2014 was Beacon Financial Group, an estimated $14.4M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2014 was Bank of America, an estimated $45.4M sold.
Based on aggregated 13F filings for Q1 2014.