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WisdomTree Emerging Markets High Dividend Fund

258 hedge funds and large institutions have $1.02B invested in WisdomTree Emerging Markets High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $420K

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

5% more funds holding

Funds holding: 245258 (+13)

3.53% more ownership

Funds ownership: 51.05%54.58% (+3.5%)

3% more capital invested

Capital invested by funds: $990M → $1.02B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
258
Holders Change
+13
Holders Change %
+5.31%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
92
Reduced
77
Closed
25
Calls
$1.43M
Puts
$420K
Net Calls
+$1M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$175M +$25.9M +593,732 +17%
Bank of America
2
Bank of America
North Carolina
$107M -$3.5M -80,337 -3%
AAS
3
Avantax Advisory Services
Texas
$92.9M +$3.3M +75,799 +4%
Creative Planning
4
Creative Planning
Kansas
$75.4M -$248K -5,696 -0.3%
AL
5
Aspiriant LLC
California
$42.6M -$557K -12,782 -1%
UBS Group
6
UBS Group
Switzerland
$40.5M -$229K -5,254 -0.6%
Wells Fargo
7
Wells Fargo
California
$40.3M -$2.2M -50,554 -5%
LPL Financial
8
LPL Financial
California
$28.4M +$2.72M +62,544 +11%
Ameriprise
9
Ameriprise
Minnesota
$25.6M +$1.64M +37,623 +7%
FMLI
10
Fukoku Mutual Life Insurance
Japan
$19.8M
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$18.8M +431,534 New
M&T Bank
12
M&T Bank
New York
$17.4M +$1.17M +26,821 +7%
AssetMark Inc
13
AssetMark Inc
California
$16.5M +$154K +3,546 +0.9%
RJA
14
Raymond James & Associates
Florida
$16.3M +$10.2M +234,269 +166%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16M +$401K +9,201 +3%
OMC
16
Old Mission Capital
Illinois
$13.5M -$6.32M -145,220 -32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.3M -$2.25M -51,569 -14%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.92M -$532K -12,214 -5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$9.91M +$713K +16,377 +8%
RIG
20
Roosevelt Investment Group
New York
$9.81M +$1.21M +27,830 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.48M +$104K +2,381 +1%
LW
22
Linscomb Wealth
Texas
$9.36M +$372K +8,543 +4%
CC
23
Cornerstone Capital
California
$9.35M +$325K +7,468 +4%
JFA
24
JNBA Financial Advisors
Minnesota
$8.44M +$114K +2,611 +1%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$6.56M -$291K -6,678 -4%

DEM Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2021, worth a combined $1.02B — up 3.2% from $990M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 25 closed out — a net gain of 13 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Citadel Advisors, cutting an estimated $9M.

  • 258 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2021, up from 245 in Q3 2021.
  • Funds reported $1.02B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2021 and 25 closed out, a net change of +13 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $25.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2021 was Citadel Advisors, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.