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WisdomTree Emerging Markets High Dividend Fund

226 hedge funds and large institutions have $1.09B invested in WisdomTree Emerging Markets High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

18% more funds holding

Funds holding: 191226 (+35)

16% more capital invested

Capital invested by funds: $945M → $1.09B (+$147M)

2% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.4M

0.79% more ownership

Funds ownership: 48.25%49.04% (+0.79%)

Holders
226
Holders Change
+35
Holders Change %
+18.32%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
54
Increased
81
Reduced
55
Closed
19
Calls
$1.43M
Puts
$1.4M
Net Calls
+$28K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$235M +$4.65M +106,377 +2%
Morgan Stanley
2
Morgan Stanley
New York
$127M -$1.5M -34,335 -1%
Wells Fargo
3
Wells Fargo
California
$85.9M -$11.4M -261,181 -12%
UBS Group
4
UBS Group
Switzerland
$80M +$812K +18,578 +1%
FFW
5
Fusion Family Wealth
New York
$68M +$588K +13,446 +10%
Creative Planning
6
Creative Planning
Kansas
$55.6M +$5.3M +121,187 +11%
Ameriprise
7
Ameriprise
Minnesota
$47.3M +$7.72M +176,610 +20%
AI
8
Accredited Investors
Minnesota
$21.8M -$1.33M -30,543 -6%
AssetMark Inc
9
AssetMark Inc
California
$19.6M +$3.32M +76,090 +21%
CC
10
Cornerstone Capital
California
$16.8M +$1.44M +33,010 +10%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$15.3M +$609K +13,929 +4%
M&T Bank
12
M&T Bank
New York
$14.1M -$16.2K -371 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.32M +30,284 +12%
HNB
14
Huntington National Bank
Ohio
$12.2M
RJA
15
Raymond James & Associates
Florida
$11.8M +$1.43M +32,786 +14%
FMLI
16
Fukoku Mutual Life Insurance
Japan
$11.5M
BCI
17
Brinker Capital Investments
Pennsylvania
$10.7M +$1.79M +40,863 +21%
LW
18
Linscomb Wealth
Texas
$9.95M +$910K +20,815 +10%
GAG
19
GM Advisory Group
New York
$9.89M +$269K +6,157 +3%
X
20
Xponance
Pennsylvania
$9.31M +$135K +3,083 +2%
PV
21
Private Vista
Illinois
$7.03M -$1.85M -42,297 -21%
JCM
22
Janney Capital Management
Pennsylvania
$6.89M -$114K -2,601 -2%
CAI
23
Capital Advisors Inc
Oklahoma
$6.65M +$2.24M +51,318 +54%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.53M +$6.29M +143,888 New
Goldman Sachs
25
Goldman Sachs
New York
$6.46M +$4.32M +98,756 +225%

DEM Hedge Fund Activity: Q4 2017 in Review

226 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2017, worth a combined $1.09B — up 16% from $945M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DEM positions and 19 closed out — a net gain of 35 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.72M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $17.9M sold.

  • 226 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.09B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 54 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2017 and 19 closed out, a net change of +35 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2017 was Ameriprise, an estimated $7.72M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2017 was Arrow Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.