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WisdomTree Emerging Markets High Dividend Fund

299 hedge funds and large institutions have $1.68B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $711K | Put options by funds: $251K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

0% more funds holding

Funds holding: 299299 (0)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

11.63% less ownership

Funds ownership: 71.74%60.11% (-12%)

12% less capital invested

Capital invested by funds: $1.91B → $1.68B (-$224M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
299
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
107
Reduced
112
Closed
25
Calls
$711K
Puts
$251K
Net Calls
+$460K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$276M -$272M -6,677,138 -50%
Bank of America
2
Bank of America
North Carolina
$229M +$2.04M +50,103 +0.9%
Wells Fargo
3
Wells Fargo
California
$117M +$5.58M +136,709 +5%
Ameriprise
4
Ameriprise
Minnesota
$97.4M +$3.44M +84,340 +4%
Creative Planning
5
Creative Planning
Kansas
$93.6M -$3.4M -83,322 -4%
LPL Financial
6
LPL Financial
California
$87.2M +$24.3M +596,110 +40%
UBS Group
7
UBS Group
Switzerland
$69.8M -$336K -8,231 -0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$52.5M +$4.28M +104,822 +9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$30.8M -$429K -10,520 -1%
AT
10
Arden Trust
Delaware
$29.1M -$301K -7,385 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24M -$5.73M -140,462 -20%
AssetMark Inc
12
AssetMark Inc
California
$23.5M +$1.07M +26,297 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$22.7M +$809K +19,837 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$21.6M -$3.64M -89,369 -15%
AL
15
Aspiriant LLC
California
$21.4M -$1.78M -43,620 -8%
MMA
16
Miracle Mile Advisors
California
$18.3M -$5.09M -124,725 -22%
Stifel Financial
17
Stifel Financial
Missouri
$17.2M +$8.15M +199,916 +94%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$1.88M +46,053 +13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$15.1M +$10M +245,487 +212%
RJA
20
Raymond James & Associates
Florida
$15.1M +$59.3K +1,453 +0.4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$14.4M +$1.83M +44,832 +15%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$14.1M -$219K -5,372 -2%
SEIA
23
Signature Estate & Investment Advisors
California
$13.3M +$1.55K +38 +0%
LW
24
Linscomb Wealth
Texas
$12.3M +$1.91M +46,935 +19%
AAS
25
Avantax Advisory Services
Texas
$11.7M -$6.24M -152,896 -35%

DEM Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q1 2024, worth a combined $1.68B — down 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 112 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $272M.

  • 299 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.68B of WisdomTree Emerging Markets High Dividend Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q1 2024 and 25 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q1 2024 was LPL Financial, an estimated $24.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.