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WisdomTree Emerging Markets High Dividend Fund

279 hedge funds and large institutions have $1.5B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $60K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 278279 (+1)

3% less capital invested

Capital invested by funds: $1.55B → $1.5B (-$43.1M)

6.21% less ownership

Funds ownership: 66.01%59.79% (-6.2%)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
106
Reduced
88
Closed
29
Calls
$1.26M
Puts
$60K
Net Calls
+$1.2M
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$252M +$1.71M +44,023 +0.7%
Bank of America
2
Bank of America
North Carolina
$212M +$8.65M +222,525 +4%
Wells Fargo
3
Wells Fargo
California
$88.5M -$1.29M -33,084 -1%
Creative Planning
4
Creative Planning
Kansas
$85.3M -$2.5M -64,352 -3%
Ameriprise
5
Ameriprise
Minnesota
$67.3M +$5.9M +151,714 +9%
UBS Group
6
UBS Group
Switzerland
$65.9M -$6.24M -160,631 -8%
LPL Financial
7
LPL Financial
California
$49.4M +$4.07M +104,691 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39.7M +$6.81M +175,221 +20%
MMA
9
Miracle Mile Advisors
California
$33.7M +$1.49M +38,204 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$29.9M +$703K +18,073 +2%
Jane Street
11
Jane Street
New York
$29.3M +$28.7M +738,932 +1,774%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.9M +$10.4M +268,530 +60%
AT
13
Arden Trust
Delaware
$23.9M -$3.74M -96,082 -13%
AL
14
Aspiriant LLC
California
$22.5M -$474K -12,184 -2%
AssetMark Inc
15
AssetMark Inc
California
$21.2M -$520K -13,381 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$19M +$2.34M +60,243 +14%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$18.1M +$81K +2,084 +0.4%
AAS
18
Avantax Advisory Services
Texas
$17.2M -$36.7M -943,291 -67%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$1.98M +50,828 +14%
EWP
20
Engrave Wealth Partners
Texas
$14.6M +$433K +11,130 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$8.59M +220,942 +156%
RJA
22
Raymond James & Associates
Florida
$13.4M -$144K -3,716 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$11.1M +$1.48M +38,144 +15%
M&T Bank
24
M&T Bank
New York
$11M +$1.01M +25,861 +10%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$9.76M -$428K -11,017 -4%

DEM Hedge Fund Activity: Q3 2023 in Review

279 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2023, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DEM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $28.7M. The largest seller was Avantax Advisory Services, cutting an estimated $36.7M.

  • 279 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2023, up from 278 in Q2 2023.
  • Funds reported $1.5B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 32 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2023 and 29 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2023 was Jane Street, an estimated $28.7M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2023 was Avantax Advisory Services, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.