DEM Institutional Ownership
WisdomTree Emerging Markets High Dividend Fund
1W: -1.0%
1M: -1.6%
3M: +1.9%
YTD: +17.1%
1Y: +20.4%
3Y: +63.8%
5Y: +62.1%
$55.42
+0.52 (+0.95%)
Weekly Expected Move ±2.1%
$53
$54
$55
$57
$58
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DEM
388
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
38
New Positions
139
Increased
143
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (410 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,363,063 | $574M | +504,794 | +5.1% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 7,298,812 | $405M | +198,081 | +2.8% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,246,246 | $180M | +20,143 | +0.6% | 76Q | SEC ↗ |
| 4 | LPL Financial LLC | 2,153,138 | $119M | -86,013 | -3.8% | 54Q | SEC ↗ |
| 5 | Creative Planning | 2,144,092 | $119M | -21,295 | -1.0% | 59Q | SEC ↗ |
| 6 | UBS Group AG | 1,958,981 | $109M | -9,249 | -0.5% | 47Q | SEC ↗ |
| 7 | Kestra Investment Management, LLC | 1,677,279 | $93M | -233,346 | -12.2% | 9Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,565,592 | $87M | -235,729 | -13.1% | 16Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,407,570 | $78M | +41,725 | +3.1% | 74Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 810,959 | $45M | +19,515 | +2.5% | 28Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 733,891 | $41M | +39,094 | +5.6% | 67Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 671,876 | $37M | +20,432 | +3.1% | 61Q | SEC ↗ |
| 13 | CWM, LLC | 668,256 | $37M | +9,339 | +1.4% | 18Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 665,509 | $37M | -50,500 | -7.1% | 7Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 595,293 | $33M | -10,165 | -1.7% | 25Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 475,803 | $26M | -133,589 | -21.9% | 35Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 435,794 | $24M | -9,778 | -2.2% | 24Q | SEC ↗ |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 434,774 | $24M | +41,470 | +10.5% | 16Q | SEC ↗ |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 402,722 | $22M | -16,038 | -3.8% | 18Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 399,296 | $22M | +381,876 | +2192.2% | 14Q | SEC ↗ |
| 21 | ASPIRIANT, LLC | 360,842 | $20M | -24,298 | -6.3% | 34Q | SEC ↗ |
| 22 | STATE OF WISCONSIN INVESTMENT BOARD | 311,419 | $17M | — | +0.0% | 6Q | SEC ↗ |
| 23 | ASSETMARK, INC | 295,951 | $16M | -83,435 | -22.0% | 52Q | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 294,717 | $16M | +760 | +0.3% | 28Q | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 287,923 | $16M | +19,873 | +7.4% | 45Q | SEC ↗ |
| 26 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 270,844 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 27 | CANANDAIGUA NATIONAL CORP NEW | 259,477 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 259,407 | $14M | +7,241 | +2.9% | 36Q | SEC ↗ |
| 29 | Linscomb Wealth, Inc. | 252,249 | $14M | -21,199 | -7.8% | 50Q | SEC ↗ |
| 30 | Valmark Advisers, Inc. | 250,218 | $14M | +802 | +0.3% | 42Q | SEC ↗ |
| 31 | ALLIANCEBERNSTEIN L.P. | 245,598 | $14M | +4,005 | +1.7% | 15Q | SEC ↗ |
| 32 | Baker Avenue Asset Management, LP | 229,674 | $13M | -7,229 | -3.1% | 16Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 228,855 | $13M | +10,923 | +5.0% | 63Q | SEC ↗ |
| 34 | M&T Bank Corp | 217,471 | $12M | -1,843 | -0.8% | 20Q | SEC ↗ |
| 35 | D.A. DAVIDSON & CO. | 196,235 | $11M | +10,418 | +5.6% | 33Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC NEW | 183,814 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 37 | &PARTNERS | 180,226 | $10M | +1,128 | +0.6% | 8Q | SEC ↗ |
| 38 | AssuredPartners Investment Advisors, L | 172,446 | $10M | +2,142 | +1.3% | 7Q | SEC ↗ |
| 39 | Nan Shan Life Insurance Co., Ltd. NEW | 170,000 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Inspire Advisors, LLC | 167,626 | $9M | +1,752 | +1.1% | 6Q | SEC ↗ |
| 41 | TD PRIVATE CLIENT WEALTH LLC | 164,313 | $9M | +3,275 | +2.0% | 27Q | SEC ↗ |
| 42 | Private Wealth Advisors, LLC | 160,714 | $9M | -11,455 | -6.7% | 11Q | SEC ↗ |
| 43 | Hamilton Wealth, LLC | 158,988 | $9M | +149,956 | +1660.3% | 5Q | SEC ↗ |
| 44 | HUNTINGTON NATIONAL BANK | 136,987 | $8M | -3,927 | -2.8% | 47Q | SEC ↗ |
| 45 | Janney Montgomery Scott LLC | 133,939 | $7M | -959 | -0.7% | 7Q | SEC ↗ |
| 46 | Cascade Financial Partners, LLC | 129,281 | $7M | +1,948 | +1.5% | 10Q | SEC ↗ |
| 47 | Cheviot Value Management, LLC | 127,512 | $7M | +86 | +0.1% | 6Q | SEC ↗ |
| 48 | ARBOR TRUST WEALTH ADVISORS, LLC | 123,876 | $7M | -4,772 | -3.7% | 11Q | SEC ↗ |
| 49 | Empirical Financial Services, LLC d.b. | 123,112 | $7M | -2,077 | -1.7% | 50Q | SEC ↗ |
| 50 | Cornerstone Wealth Group, LLC | 121,284 | $7M | -968 | -0.8% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CANANDAIGUA NATIONAL BANK & TRUST C | 270,844 | $15M |
| CANANDAIGUA NATIONAL CORP | 259,477 | $14M |
| CITADEL ADVISORS LLC | 183,814 | $10M |
| Nan Shan Life Insurance Co., Ltd. | 170,000 | $9M |
| AlTi Global, Inc. | 24,565 | $1M |
| Evanson Financial, LLC | 20,695 | $1M |
| J2 Capital Management Inc | 17,688 | $980K |
| Sunbeam Capital Management, LLC | 15,502 | $859K |
| IFG Advisory, LLC | 8,459 | $469K |
| CAPE COD FIVE CENTS SAVINGS BANK | 6,332 | $351K |
| Global Retirement Partners, LLC | 5,958 | $330K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,203 | $288K |
| Diversify Advisory Services, LLC | 5,203 | $288K |
| Savant Capital, LLC | 5,043 | $279K |
| Avestar Capital, LLC | 4,320 | $239K |
| Alteri Wealth LLC | 4,000 | $222K |
| Narus Financial Partners, LLC | 3,956 | $219K |
| Austin Wealth Management, LLC | 3,843 | $213K |
| HRT FINANCIAL LP | 3,789 | $210K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3,765 | $209K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Empowered Funds, LLC | 124,826 | $7M |
| Moran Wealth Management, LLC | 62,890 | $3M |
| JANE STREET GROUP, LLC | 50,219 | $3M |
| RHUMBLINE ADVISERS | 34,767 | $2M |
| MONEY CONCEPTS CAPITAL CORP | 14,217 | $788K |
| Strategic Financial Concepts, LLC | 12,603 | $698K |
| Fisher Asset Management, LLC | 10,761 | $596K |
| PFG Advisors | 9,124 | $506K |
| Integrated Advisors Network LLC | 7,810 | $433K |
| GTS SECURITIES LLC | 7,478 | $414K |
| U.S. Capital Wealth Advisors, LLC | 5,749 | $319K |
| Squarepoint Ops LLC | 5,141 | $285K |
| Soltis Investment Advisors LLC | 4,871 | $270K |
| SYKON CAPITAL LLC | 4,774 | $265K |
| SMITH, MOORE & CO. | 4,741 | $263K |
| CIBC WORLD MARKET INC. | 4,584 | $254K |
| OARSMAN CAPITAL, INC. | 4,580 | $254K |
| REDW Wealth LLC | 4,500 | $249K |
| Breachway Investments LLC | 4,430 | $246K |
| Team Financial Group, LLC | 3,073 | $170K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +504,794 | +5.1% | 10,363,063 |
| Private Advisor Group, LLC | +381,876 | +2192.2% | 399,296 |
| BANK OF AMERICA CORP /DE | +198,081 | +2.8% | 7,298,812 |
| Hamilton Wealth, LLC | +149,956 | +1660.3% | 158,988 |
| Integrated Wealth Concepts LLC | +51,214 | +523.9% | 60,990 |
| ENVESTNET ASSET MANAGEMENT INC | +41,725 | +3.1% | 1,407,570 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +41,470 | +10.5% | 434,774 |
| ROYAL BANK OF CANADA | +39,094 | +5.6% | 733,891 |
| Freedom Day Solutions, LLC | +33,992 | +54.6% | 96,226 |
| OSAIC HOLDINGS, INC. | +25,299 | +34.4% | 98,830 |
| ROTHSCHILD INVESTMENT LLC | +21,267 | +49.0% | 64,668 |
| JPMORGAN CHASE & CO | +20,432 | +3.1% | 671,876 |
| WELLS FARGO & COMPANY/MN | +20,143 | +0.6% | 3,246,246 |
| Baird Financial Group, Inc. | +19,873 | +7.4% | 287,923 |
| MERCER GLOBAL ADVISORS INC /ADV | +19,515 | +2.5% | 810,959 |
| MML INVESTORS SERVICES, LLC | +17,987 | +36.3% | 67,565 |
| LAZARD ASSET MANAGEMENT LLC | +13,076 | +5916.7% | 13,297 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +10,923 | +5.0% | 228,855 |
| CITIGROUP INC | +10,725 | +27.1% | 50,277 |
| D.A. DAVIDSON & CO. | +10,418 | +5.6% | 196,235 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -262,326 | -95.1% | 13,436 |
| AMERIPRISE FINANCIAL INC | -235,729 | -13.1% | 1,565,592 |
| Kestra Investment Management, LLC | -233,346 | -12.2% | 1,677,279 |
| COMMONWEALTH EQUITY SERVICES, LLC | -133,589 | -21.9% | 475,803 |
| LPL Financial LLC | -86,013 | -3.8% | 2,153,138 |
| ASSETMARK, INC | -83,435 | -22.0% | 295,951 |
| RAYMOND JAMES FINANCIAL INC | -50,500 | -7.1% | 665,509 |
| Qube Research & Technologies Ltd | -49,630 | -93.0% | 3,725 |
| Meramec Financial Planners, LLC | -30,424 | -28.7% | 75,590 |
| ASPIRIANT, LLC | -24,298 | -6.3% | 360,842 |
| Creative Planning | -21,295 | -1.0% | 2,144,092 |
| Linscomb Wealth, Inc. | -21,199 | -7.8% | 252,249 |
| OLD MISSION CAPITAL LLC | -19,582 | -15.6% | 105,628 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -16,038 | -3.8% | 402,722 |
| Equitable Holdings, Inc. | -15,855 | -12.0% | 116,249 |
| Regal Investment Advisors LLC | -13,748 | -18.4% | 60,806 |
| Focus Partners Wealth | -13,737 | -15.8% | 73,375 |
| Gateway Wealth Partners, LLC | -12,656 | -50.0% | 12,638 |
| Private Wealth Advisors, LLC | -11,455 | -6.7% | 160,714 |
| Cetera Investment Advisers | -10,165 | -1.7% | 595,293 |