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WisdomTree Emerging Markets High Dividend Fund

297 hedge funds and large institutions have $1.84B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 103

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$162M)

2.92% more ownership

Funds ownership: 60.11%63.03% (+2.9%)

1% less funds holding

Funds holding: 299297 (-2)

Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
116
Reduced
103
Closed
24
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
-$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$294M +$8.81M +204,950 +3%
Bank of America
2
Bank of America
North Carolina
$239M +$2.56M +59,479 +1%
Wells Fargo
3
Wells Fargo
California
$127M +$5.87M +136,529 +5%
Ameriprise
4
Ameriprise
Minnesota
$105M +$3.9M +90,817 +4%
Creative Planning
5
Creative Planning
Kansas
$98.8M +$1.89M +44,013 +2%
LPL Financial
6
LPL Financial
California
$93.4M +$3.12M +72,643 +3%
UBS Group
7
UBS Group
Switzerland
$78.9M +$6.64M +154,509 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$55.8M +$1.44M +33,482 +3%
KIM
9
Kestra Investment Management
Texas
$42.7M +$42.4M +986,035 New
AT
10
Arden Trust
Delaware
$38.7M +$8.51M +197,999 +28%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$29.4M -$2.46M -57,287 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.8M +$3.43M +79,924 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.9M +$62.9K +1,463 +0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$23.6M +$68.5K +1,593 +0.3%
AL
15
Aspiriant LLC
California
$21.2M -$969K -22,540 -4%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$20.7M +$18.3M +424,795 +798%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$2.28M +53,117 +14%
Stifel Financial
18
Stifel Financial
Missouri
$18.1M +$229K +5,337 +1%
AssetMark Inc
19
AssetMark Inc
California
$16.8M -$7.43M -172,795 -31%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$16.1M +$1.23M +28,543 +8%
SEIA
21
Signature Estate & Investment Advisors
California
$16M +$2.22M +51,735 +16%
RJA
22
Raymond James & Associates
Florida
$15.3M -$329K -7,653 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$15M -$610K -14,182 -4%
KAS
24
Kestra Advisory Services
Texas
$14.6M +$3.22M +75,019 +29%
MMA
25
Miracle Mile Advisors
California
$14.3M -$4.68M -108,784 -25%

DEM Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q2 2024, worth a combined $1.84B — up 9.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DEM positions and 24 closed out — a net gain of 4 holders — while 116 added to existing stakes and 103 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $7.43M.

  • 297 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.84B of WisdomTree Emerging Markets High Dividend Fund stock for Q2 2024, up 9.6% quarter-over-quarter.
  • 28 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q2 2024 and 24 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $18.3M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q2 2024 was AssetMark Inc, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.