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WisdomTree Emerging Markets High Dividend Fund

286 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 21

42% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $3.59M

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

15% more capital invested

Capital invested by funds: $1.11B → $1.27B (+$167M)

15% more funds holding

Funds holding: 249286 (+37)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.03% less ownership

Funds ownership: 52.82%52.79% (-0.03%)

Holders
286
Holders Change
+37
Holders Change %
+14.86%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
100
Reduced
73
Closed
21
Calls
$5.11M
Puts
$3.59M
Net Calls
+$1.51M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$205M +$8.91K +205 +0%
Morgan Stanley
2
Morgan Stanley
New York
$133M +$9M +207,164 +8%
Creative Planning
3
Creative Planning
Kansas
$106M +$8.69M +199,932 +9%
Wells Fargo
4
Wells Fargo
California
$99.2M +$1.41M +32,494 +2%
AAS
5
Avantax Advisory Services
Texas
$87.1M +$3.69M +84,977 +5%
UBS Group
6
UBS Group
Switzerland
$76.7M +$1.52M +35,024 +2%
Ameriprise
7
Ameriprise
Minnesota
$29.8M -$6.98M -160,707 -20%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$21M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.1M +$3.4M +78,196 +23%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$17.1M +$2.83M +65,115 +21%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$766K +17,620 +5%
LPL Financial
12
LPL Financial
California
$16.5M +$1.55M +35,786 +11%
BCI
13
Brinker Capital Investments
Pennsylvania
$16.1M +$34.5K +795 +0.2%
CC
14
Cornerstone Capital
California
$15.7M -$174K -3,997 -1%
Citadel Advisors
15
Citadel Advisors
Florida
$15.5M +$11M +252,987 +296%
AssetMark Inc
16
AssetMark Inc
California
$15.4M +$331K +7,617 +2%
NP
17
NorthRock Partners
Minnesota
$14.7M -$3.38M -77,785 -82%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$14.6M
AI
19
Accredited Investors
Minnesota
$14M -$364K -8,375 -3%
AL
20
Aspiriant LLC
California
$12.2M +$110K +2,527 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.3M +$1.2M +27,580 +13%
LW
22
Linscomb Wealth
Texas
$11M +$449K +10,336 +4%
RJA
23
Raymond James & Associates
Florida
$10.1M +$681K +15,675 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.15M +$499K +11,491 +6%
LFG
25
Larson Financial Group
Missouri
$8.92M +$783K +18,029 +10%

DEM Hedge Fund Activity: Q4 2019 in Review

286 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2019, worth a combined $1.27B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DEM positions and 21 closed out — a net gain of 41 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11M. The largest seller was M&T Bank, exiting entirely with an estimated $12.3M sold.

  • 286 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2019, up from 249 in Q3 2019.
  • Funds reported $1.27B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2019, up 15% quarter-over-quarter.
  • 62 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2019 and 21 closed out, a net change of +41 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2019 was Citadel Advisors, an estimated $11M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2019 was M&T Bank, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.