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WisdomTree Emerging Markets High Dividend Fund

262 hedge funds and large institutions have $1.04B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.66M

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $937M → $1.04B (+$101M)

1% more funds holding

Funds holding: 260262 (+2)

0.12% more ownership

Funds ownership: 53.73%53.85% (+0.12%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
85
Reduced
86
Closed
25
Calls
$2.85M
Puts
$1.66M
Net Calls
+$1.19M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$150M +$15.5M +360,401 +12%
Bank of America
2
Bank of America
North Carolina
$112M +$5.81M +135,167 +6%
AAS
3
Avantax Advisory Services
Texas
$89.8M +$5.78M +134,399 +7%
Creative Planning
4
Creative Planning
Kansas
$76.3M -$89.1K -2,071 -0.1%
Wells Fargo
5
Wells Fargo
California
$44.6M +$1.19M +27,715 +3%
UBS Group
6
UBS Group
Switzerland
$43.1M +$4.69M +109,008 +13%
AL
7
Aspiriant LLC
California
$42.4M -$358K -8,316 -0.9%
BCI
8
Brinker Capital Investments
Pennsylvania
$35.5M -$1.92M -44,564 -5%
Ameriprise
9
Ameriprise
Minnesota
$24.1M -$11M -255,814 -32%
LPL Financial
10
LPL Financial
California
$23.2M +$4.59M +106,594 +26%
FMLI
11
Fukoku Mutual Life Insurance
Japan
$20.3M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.4M +$7.96M +184,937 +89%
AssetMark Inc
13
AssetMark Inc
California
$17M -$2.64M -61,324 -14%
M&T Bank
14
M&T Bank
New York
$14.8M -$734K -17,055 -5%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$14.6M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.9M -$596K -13,846 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.6M +$324K +7,533 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$10.2M +$9.88M +229,695 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.34M -$467K -10,857 -5%
CC
20
Cornerstone Capital
California
$9.26M +$289K +6,710 +3%
LW
21
Linscomb Wealth
Texas
$8.68M -$68.3K -1,587 -0.8%
RIG
22
Roosevelt Investment Group
New York
$8.56M +$502K +11,660 +6%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$8.46M -$651K -15,130 -7%
JFA
24
JNBA Financial Advisors
Minnesota
$8.45M +$155K +3,609 +2%
22CM
25
20/20 Capital Management
California
$6.75M +$3.3M +76,812 +102%

DEM Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2021, worth a combined $1.04B — up 11% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 85 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was JD Financial Services, cutting an estimated $12.4M.

  • 262 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $1.04B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2021 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2021 was JD Financial Services, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.