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WisdomTree Emerging Markets High Dividend Fund

251 hedge funds and large institutions have $1.05B invested in WisdomTree Emerging Markets High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 244251 (+7)

2% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$24.4M)

0.31% more ownership

Funds ownership: 52.26%52.57% (+0.31%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

25% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.39M

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
42
Increased
72
Reduced
89
Closed
31
Calls
$1.79M
Puts
$2.39M
Net Calls
-$596K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$195M +$3.43M +83,643 +2%
Morgan Stanley
2
Morgan Stanley
New York
$111M +$12.5M +305,573 +12%
Ameriprise
3
Ameriprise
Minnesota
$102M +$36.4M +887,798 +53%
UBS Group
4
UBS Group
Switzerland
$84.9M +$16.6M +404,039 +24%
Creative Planning
5
Creative Planning
Kansas
$71.5M +$4.61M +112,585 +7%
Wells Fargo
6
Wells Fargo
California
$68.1M +$8.45M +206,228 +14%
AL
7
Aspiriant LLC
California
$24.6M +$23M +559,956 +1,083%
AI
8
Accredited Investors
Minnesota
$16.1M -$244K -5,952 -1%
BCI
9
Brinker Capital Investments
Pennsylvania
$16.1M +$9.43K +230 +0.1%
CC
10
Cornerstone Capital
California
$15M -$436K -10,635 -3%
AssetMark Inc
11
AssetMark Inc
California
$13.8M -$384K -9,359 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$12.5M +$6.92M +168,862 +118%
M&T Bank
13
M&T Bank
New York
$10.5M -$405K -9,891 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$3.33M +81,275 +45%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.2M -$1.21M -29,495 -10%
FMLI
16
Fukoku Mutual Life Insurance
Japan
$10.2M
Baird Financial Group
17
Baird Financial Group
Wisconsin
$9.41M -$1.26M -30,820 -12%
AAS
18
Avantax Advisory Services
Texas
$9.13M +$9.64M +235,111 New
HNB
19
Huntington National Bank
Ohio
$8.79M
LW
20
Linscomb Wealth
Texas
$8.71M -$269K -6,555 -3%
GAG
21
GM Advisory Group
New York
$8.41M +$60K +1,465 +0.7%
UCFA
22
United Capital Financial Advisors
Texas
$8.03M +$5.79M +141,332 +241%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$7.59M +$1.09M +26,489 +16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.5M +$5.45M +132,906 +246%
BIM
25
Bridgecreek Investment Management
Oklahoma
$7.27M -$766K -18,700 -9%

DEM Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2018, worth a combined $1.05B — up 2.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DEM positions and 31 closed out — a net gain of 11 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.8M sold.

  • 251 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2018, up from 244 in Q3 2018.
  • Funds reported $1.05B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2018, up 2.4% quarter-over-quarter.
  • 42 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2018 and 31 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2018 was Ameriprise, an estimated $36.4M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2018 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2018.