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WisdomTree Emerging Markets High Dividend Fund

267 hedge funds and large institutions have $1.38B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

876% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $178K

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

31% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$324M)

5% more funds holding

Funds holding: 255267 (+12)

4.65% more ownership

Funds ownership: 60.77%65.42% (+4.6%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
112
Reduced
64
Closed
21
Calls
$1.74M
Puts
$178K
Net Calls
+$1.56M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$230M +$38.9M +1,029,979 +20%
Bank of America
2
Bank of America
North Carolina
$199M +$33.1M +876,652 +20%
Creative Planning
3
Creative Planning
Kansas
$82.2M +$787K +20,854 +1%
Wells Fargo
4
Wells Fargo
California
$78.6M +$36.6M +970,216 +88%
UBS Group
5
UBS Group
Switzerland
$65.4M +$15.3M +404,731 +31%
Ameriprise
6
Ameriprise
Minnesota
$62.6M +$8.04M +213,235 +15%
AAS
7
Avantax Advisory Services
Texas
$53.9M -$1.44M -38,206 -3%
LPL Financial
8
LPL Financial
California
$37.6M +$9.54M +252,905 +34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$30.3M +$4.6M +121,957 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$28.9M +$2.03M +53,739 +8%
MMA
11
Miracle Mile Advisors
California
$27.7M +$26.9M +713,490 +4,103%
AL
12
Aspiriant LLC
California
$23.9M -$346K -9,178 -1%
AssetMark Inc
13
AssetMark Inc
California
$22.4M -$1.1M -29,263 -5%
B
14
Barings
North Carolina
$19.6M +$6.79M +180,015 +53%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$18.2M +$1.8M +47,793 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.6M -$274K -7,269 -2%
AT
17
Arden Trust
Delaware
$15.9M +$15.9M +420,327 New
EWP
18
Engrave Wealth Partners
Texas
$14.1M +$14.2M +375,648 New
RJA
19
Raymond James & Associates
Florida
$14M +$1.02M +26,991 +8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$1.95M +51,595 +17%
HW
21
Hamilton Wealth
California
$11.5M +$11.5M +304,093 New
LW
22
Linscomb Wealth
Texas
$11.5M +$634K +16,812 +6%
M&T Bank
23
M&T Bank
New York
$10.2M -$107K -2,825 -1%
CAL
24
Capital Analysts LLC
Pennsylvania
$10.1M +$2.27M +60,249 +29%
Osaic Holdings
25
Osaic Holdings
Arizona
$9.24M +$1.05M +27,833 +13%

DEM Hedge Fund Activity: Q1 2023 in Review

267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2023, worth a combined $1.38B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DEM positions and 21 closed out — a net gain of 17 holders — while 112 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.9M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $16.3M sold.

  • 267 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $1.38B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2023, up 31% quarter-over-quarter.
  • 38 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +17 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $38.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2023 was Fukoku Mutual Life Insurance, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.