WisdomTree Emerging Markets High Dividend Fund
248 hedge funds and large institutions have $909M invested in WisdomTree Emerging Markets High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 99 reducing their positions, and 60 closing their positions.
2.46% more ownership
Funds ownership: 52.79% → 55.25% (+2.5%)
13% less funds holding
Funds holding: 286 → 248 (-38)
26% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 99
30% less capital invested
Capital invested by funds: $1.29B → $909M (-$382M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
44% less call options, than puts
Call options by funds: $1.45M | Put options by funds: $2.6M
52% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$82.8M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.7M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$16.5M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$15.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$8.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$37.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.95M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.29M |
DEM Hedge Fund Activity: Q1 2020 in Review
248 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2020, worth a combined $909M — down 30% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of DEM and 29 opened new positions — a net loss of 31 holders — while 99 trimmed existing stakes and 73 added.
The largest buyer was Aspiriant LLC, adding an estimated $82.8M. The largest seller was Bank of America, cutting an estimated $37.9M.
- 248 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2020, down from 286 in Q4 2019.
- Funds reported $909M of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2020, down 30% quarter-over-quarter.
- 29 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2020 and 60 closed out, a net change of -31 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2020 was Aspiriant LLC, an estimated $82.8M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2020 was Bank of America, an estimated $37.9M sold.
Based on aggregated 13F filings for Q1 2020.