We are live on ! Find out more
DEM icon

WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.91B invested in WisdomTree Emerging Markets High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.5B → $1.91B (+$404M)

11.95% more ownership

Funds ownership: 59.79%71.74% (+12%)

7% more funds holding

Funds holding: 279299 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
46
Increased
96
Reduced
113
Closed
23
Calls
$1.15M
Puts
$114K
Net Calls
+$1.03M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$540M +$251M +6,551,677 +98%
Bank of America
2
Bank of America
North Carolina
$220M -$9.13M -238,613 -4%
Wells Fargo
3
Wells Fargo
California
$108M +$11.2M +292,303 +12%
Creative Planning
4
Creative Planning
Kansas
$94.4M +$1.71M +44,758 +2%
Ameriprise
5
Ameriprise
Minnesota
$91.3M +$17.1M +445,593 +25%
UBS Group
6
UBS Group
Switzerland
$68.2M -$3.11M -81,301 -5%
LPL Financial
7
LPL Financial
California
$60.5M +$6.51M +170,031 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$46.8M +$3.55M +92,758 +9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$30.4M -$1.97M -51,569 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29M -$135K -3,523 -0.5%
AT
11
Arden Trust
Delaware
$28.6M +$2.51M +65,692 +10%
JP Morgan Chase
12
JP Morgan Chase
New York
$24.6M +$14.8M +387,558 +178%
MMA
13
Miracle Mile Advisors
California
$22.9M -$12.9M -335,806 -37%
AL
14
Aspiriant LLC
California
$22.6M -$1.68M -43,803 -7%
AssetMark Inc
15
AssetMark Inc
California
$21.8M -$1.16M -30,409 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$21.3M +$660K +17,248 +3%
AAS
17
Avantax Advisory Services
Texas
$17.6M -$1.04M -27,153 -6%
EWP
18
Engrave Wealth Partners
Texas
$16.2M +$364K +9,498 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$14.8M +$13.1M +343,091 +1,708%
RJA
20
Raymond James & Associates
Florida
$14.6M -$115 -3 -0%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14.1M -$2.2M -57,443 -14%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$14M -$739K -19,300 -5%
SEIA
23
Signature Estate & Investment Advisors
California
$12.9M +$3.38M +88,432 +39%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$12.2M +$1.48M +38,615 +15%
M&T Bank
25
M&T Bank
New York
$10.8M -$1.11M -29,114 -10%

DEM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q4 2023, worth a combined $1.91B — up 27% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DEM positions and 23 closed out — a net gain of 23 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $25.1M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $1.91B of WisdomTree Emerging Markets High Dividend Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 46 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q4 2023 and 23 closed out, a net change of +23 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $251M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q4 2023 was Jane Street, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2023.