WisdomTree Emerging Markets High Dividend Fund
260 hedge funds and large institutions have $937M invested in WisdomTree Emerging Markets High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 25 closing their positions.
112% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 25
12% more capital invested
Capital invested by funds: $838M → $937M (+$98.2M)
11% more funds holding
Funds holding: 234 → 260 (+26)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less call options, than puts
Call options by funds: $2.95M | Put options by funds: $3.13M
1.15% less ownership
Funds ownership: 54.88% → 53.73% (-1.2%)
32% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.1M |
| 2 |
AMAL
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
+$3.17M |
| 3 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
+$2.89M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$2.66M |
| 5 |
JP Morgan Chase
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$23.3M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$13.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.38M |
| 5 |
Jane Street
New York
|
-$4.4M |
DEM Hedge Fund Activity: Q4 2020 in Review
260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2020, worth a combined $937M — up 12% from $838M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new DEM positions and 25 closed out — a net gain of 28 holders — while 63 added to existing stakes and 92 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.1M. The largest seller was Creative Planning, cutting an estimated $23.3M.
- 260 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2020, up from 234 in Q3 2020.
- Funds reported $937M of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 53 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2020 and 25 closed out, a net change of +28 holders.
- The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2020 was Morgan Stanley, an estimated $21.1M added.
- The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2020 was Creative Planning, an estimated $23.3M sold.
Based on aggregated 13F filings for Q4 2020.