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WisdomTree Emerging Markets High Dividend Fund

255 hedge funds and large institutions have $1.06B invested in WisdomTree Emerging Markets High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,558% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $937M → $1.06B (+$119M)

6% more funds holding

Funds holding: 241255 (+14)

1.48% more ownership

Funds ownership: 59.29%60.77% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
86
Reduced
84
Closed
27
Calls
$1.33M
Puts
$50K
Net Calls
+$1.28M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$179M +$19.3M +556,170 +12%
Bank of America
2
Bank of America
North Carolina
$156M +$22.5M +648,420 +17%
Creative Planning
3
Creative Planning
Kansas
$76.6M +$655K +18,868 +0.9%
AAS
4
Avantax Advisory Services
Texas
$52.1M -$25.6M -738,860 -34%
Ameriprise
5
Ameriprise
Minnesota
$51.3M +$370K +10,658 +0.7%
UBS Group
6
UBS Group
Switzerland
$47.1M +$7.96M +229,435 +21%
Wells Fargo
7
Wells Fargo
California
$39.4M -$5.87M -169,136 -13%
LPL Financial
8
LPL Financial
California
$26.4M +$9.68K +279 +0%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$722K +20,808 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.2M +$3.6M +103,855 +18%
AL
11
Aspiriant LLC
California
$22.8M -$7.6M -219,076 -25%
AssetMark Inc
12
AssetMark Inc
California
$22.1M +$3.79M +109,354 +21%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$16.3M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.9M -$2.01M -57,964 -12%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$15.4M +$3.6M +103,747 +32%
RJA
16
Raymond James & Associates
Florida
$12.2M -$475K -13,693 -4%
B
17
Barings
North Carolina
$12.1M +$11.7M +338,189 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.8M +$1.5M +43,290 +15%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$10.8M -$1.65M -47,421 -14%
LW
20
Linscomb Wealth
Texas
$10.2M +$1.09M +31,329 +12%
M&T Bank
21
M&T Bank
New York
$9.71M -$3.76M -108,381 -28%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.71M +$3.48M +100,402 +87%
Jane Street
23
Jane Street
New York
$7.52M -$13.3M -383,949 -65%
CAL
24
Capital Analysts LLC
Pennsylvania
$7.4M -$64.2K -1,852 -0.9%
CC
25
Cornerstone Capital
California
$7.18M -$130K -3,735 -2%

DEM Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2022, worth a combined $1.06B — up 13% from $937M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DEM positions and 27 closed out — a net gain of 17 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Avantax Advisory Services, cutting an estimated $25.6M.

  • 255 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2022, up from 241 in Q3 2022.
  • Funds reported $1.06B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 44 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2022 was Avantax Advisory Services, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.