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WisdomTree Emerging Markets High Dividend Fund

304 hedge funds and large institutions have $1.86B invested in WisdomTree Emerging Markets High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 297304 (+7)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$17.8M)

0.48% less ownership

Funds ownership: 63.03%62.55% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
304
Holders Change
+7
Holders Change %
+2.36%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
111
Reduced
98
Closed
24
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$314M +$14.9M +343,422 +5%
Bank of America
2
Bank of America
North Carolina
$250M +$6.36M +146,707 +3%
Wells Fargo
3
Wells Fargo
California
$131M +$2.06M +47,448 +2%
Ameriprise
4
Ameriprise
Minnesota
$110M +$3.78M +87,171 +4%
Creative Planning
5
Creative Planning
Kansas
$97.1M -$3.26M -75,236 -3%
LPL Financial
6
LPL Financial
California
$95.7M +$733K +16,917 +0.8%
UBS Group
7
UBS Group
Switzerland
$78.7M -$1.45M -33,468 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$62.6M +$5.78M +133,283 +10%
KIM
9
Kestra Investment Management
Texas
$45.4M +$2.01M +46,327 +5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$29.2M -$720K -16,621 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$28.1M +$4.07M +93,934 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.7M +$1.39M +32,136 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$26.6M +$399K +9,196 +2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$20.8M -$240K -5,530 -1%
AL
15
Aspiriant LLC
California
$20.5M -$1.02M -23,499 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$19.2M -$334K -7,708 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$18.4M +$1.92M +44,186 +12%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$17.4M +$2.12M +49,018 +14%
Stifel Financial
19
Stifel Financial
Missouri
$17.4M -$905K -20,867 -5%
AssetMark Inc
20
AssetMark Inc
California
$16.5M -$582K -13,425 -3%
SEIA
21
Signature Estate & Investment Advisors
California
$16.4M +$198K +4,560 +1%
RJA
22
Raymond James & Associates
Florida
$15.6M +$132K +3,053 +0.9%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$15.1M +$1.01M +23,360 +7%
LW
24
Linscomb Wealth
Texas
$12.8M -$146K -3,371 -1%
MMA
25
Miracle Mile Advisors
California
$12.6M -$1.85M -42,603 -13%

DEM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets High Dividend Fund (DEM) for Q3 2024, worth a combined $1.86B — up 0.96% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DEM positions and 24 closed out — a net gain of 11 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $9.88M.

  • 304 institutional investors held WisdomTree Emerging Markets High Dividend Fund (DEM) as of Q3 2024, up from 297 in Q2 2024.
  • Funds reported $1.86B of WisdomTree Emerging Markets High Dividend Fund stock for Q3 2024, up 0.96% quarter-over-quarter.
  • 35 funds opened new WisdomTree Emerging Markets High Dividend Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest WisdomTree Emerging Markets High Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree Emerging Markets High Dividend Fund seller in Q3 2024 was Susquehanna International Group, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2024.