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WisdomTree Emerging Markets High Dividend Fund

278 hedge funds and large institutions have $1.55B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $915K | Put options by funds: $80K

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

12% more capital invested

Capital invested by funds: $1.38B → $1.55B (+$164M)

4% more funds holding

Funds holding: 267278 (+11)

0.59% more ownership

Funds ownership: 65.42%66.01% (+0.59%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
278
Holders Change
+11
Holders Change %
+4.12%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
83
Closed
17
Calls
$915K
Puts
$80K
Net Calls
+$835K
Net Calls Change
-$725K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$255M +$23.3M +606,022 +10%
Bank of America
2
Bank of America
North Carolina
$208M +$6.95M +180,833 +3%
Wells Fargo
3
Wells Fargo
California
$91.6M +$12.2M +317,211 +15%
Creative Planning
4
Creative Planning
Kansas
$89.6M +$6.49M +168,961 +8%
UBS Group
5
UBS Group
Switzerland
$73.4M +$7.32M +190,493 +11%
Ameriprise
6
Ameriprise
Minnesota
$63M -$257K -6,699 -0.4%
AAS
7
Avantax Advisory Services
Texas
$53.7M -$813K -21,147 -1%
LPL Financial
8
LPL Financial
California
$46.4M +$8.46M +219,983 +22%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.8M +$3.14M +81,783 +10%
MMA
10
Miracle Mile Advisors
California
$32.9M +$4.98M +129,487 +18%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$29.9M +$710K +18,471 +2%
AT
12
Arden Trust
Delaware
$28.1M +$12.1M +313,864 +75%
AL
13
Aspiriant LLC
California
$23.4M -$762K -19,823 -3%
AssetMark Inc
14
AssetMark Inc
California
$22.2M -$475K -12,356 -2%
B
15
Barings
North Carolina
$19.8M
JMPWA
16
JP Morgan Private Wealth Advisors
California
$18.4M +$10.8K +281 +0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$18M +$18.1M +469,939 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.2M +$403K +10,497 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17.1M +$691K +17,989 +4%
EWP
20
Engrave Wealth Partners
Texas
$14.5M +$84.2K +2,190 +0.6%
RJA
21
Raymond James & Associates
Florida
$13.9M -$313K -8,150 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$13.5M -$107K -2,786 -0.8%
HW
23
Hamilton Wealth
California
$11.3M -$297K -7,721 -3%
LW
24
Linscomb Wealth
Texas
$10.8M -$806K -20,976 -7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$10.4M +$4.17M +108,570 +67%