WisdomTree Emerging Markets High Dividend Fund

DEM • ARCA

WisdomTree Emerging Markets High Dividend Fund is an exchange-traded fund on ARCA. As of Q3 2025, 313 institutional investors hold shares in this ETF, with total holdings valued at $2.1B. MORGAN STANLEY is the largest holder with a position valued at $388.5M.

Overview

Overview of institutional ownership in DEM as of Q3 2025

All Institutions

Institutions: 313
Value Held: $2.1B
Shares Held: 46.7M
Avg Position: $6.9M
Median Position: $475.9K

Hedge Funds

Hedge Funds: 2
Value Held: $7.0M
Shares Held: 153.1K
Avg Position: $3.5M
Median Position: $3.5M

Biggest Investors

Institutions with the largest positions in DEM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$388.5M 0.02% of portfolio	8.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$262.3M 0.02% of portfolio	5.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$140.3M 0.03% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
L LPL Financial LLC Institution	-	$118.0M 0.03% of portfolio	2.6M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$111.2M 0.03% of portfolio	2.4M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$98.0M 0.07% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$130.86B
UBS Group AG Institution	Sergio P. Ermotti CEO	$87.4M 0.02% of portfolio	1.9M shares	Q4 2014 Held for 10y 11m	$511.54B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$59.3M 0.02% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	$54.5M 1.46% of portfolio	1.2M shares	Q2 2024 Held for 1y 5m	$3.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$34.0M 0.05% of portfolio	738.7K shares	≤ Q2 2013 Held for 12y 5m+	$67.9B

Net Capital Flow

Institutional buying and selling activity for DEM in Q3 2025

Traded: +$112.9M
Buyers: 153
Sellers: 122
Total Bought: +$164.3M
Total Sold: −$51.4M
Avg Position: $6.4M

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$33.6M +730.7K shares	$34.0M 738.7K shares
J JANE STREET GROUP, LLC Institution	+$28.0M +609.1K shares	$28.0M 609.1K shares
MORGAN STANLEY RIA/Wealth	+$14.8M +322.6K shares	$388.5M 8.4M shares
Cetera Investment Advisers RIA/Wealth	+$13.1M +284.7K shares	$30.7M 667.2K shares
WELLS FARGO & COMPANY/MN Institution	+$8.7M +188.4K shares	$140.3M 3.0M shares
Baker Avenue Asset Management, LP RIA/Wealth	+$6.4M +138.1K shares	$9.5M 207.4K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$5.7M +124.3K shares	$30.4M 660.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$5.7M +123.6K shares	$262.3M 5.7M shares
AMERIPRISE FINANCIAL INC Institution	+$4.4M +95.9K shares	$111.2M 2.4M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$3.5M +76.5K shares	$4.2M 91.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$13.0M −281.6K shares	$59.3M 1.3M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$7.0M −154.0K shares	Sold Off 0 shares
H HUNTINGTON NATIONAL BANK Long Only Manager	−$4.0M −86.8K shares	$8.8M 190.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$2.8M −61.5K shares	$30.3M 659.2K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$2.1M −46.3K shares	$2.8M 59.9K shares
O OLD MISSION CAPITAL LLC Institution	−$1.5M −33.4K shares	Sold Off 0 shares
M&T BANK CORP Institution	−$1.5M −32.8K shares	$11.0M 238.5K shares
Creative Planning RIA/Wealth	−$1.4M −30.7K shares	$98.0M 2.1M shares
C COMERICA BANK Institution	−$1.4M −29.7K shares	$4.0M 87.5K shares
P Private Wealth Advisors, LLC RIA/Wealth	−$1.3M −28.3K shares	$10.4M 227.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DEM in Q3 2025

New Positions: 13
New Value: $5.1M
Exited Positions: 25
Exited Value: $13.4M

New Positions

Institution	Position Value
Moran Wealth Management, LLC RIA/Wealth	$1.6M 35.1K shares
Summit Financial, LLC RIA/Wealth	$787.5K 17.1K shares
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth	$598.8K 13.0K shares
Union Bankshares Corp Institution	$401.7K 8.7K shares
W Wealth Alliance Institution	$361.8K 7.9K shares
Soltis Investment Advisors LLC RIA/Wealth	$350.8K 7.6K shares
Mezzasalma Advisors, LLC RIA/Wealth	$324.4K 7.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$282.3K 6.1K shares
Discipline Wealth Solutions, LLC RIA/Wealth	$276.8K 6.0K shares
Triumph Capital Management RIA/Wealth	$65.2K 1.4K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.0M 154.0K shares
O OLD MISSION CAPITAL LLC Institution	$1.5M 33.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$746.1K 16.5K shares
G GTS SECURITIES LLC Institution	$641.9K 14.2K shares
Advisor Resource Council RIA/Wealth	$472.4K 10.4K shares
Stratos Wealth Partners, LTD. RIA/Wealth	$401.5K 8.9K shares
Buckingham Strategic Partners RIA/Wealth	$389.2K 8.6K shares
Q Quadrature Capital Ltd Institution	$350.4K 7.7K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$341.3K 7.5K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$277.7K 6.1K shares

Options Activity

Institutions with the largest Call and Put options positions in DEM as of Q3 2025

Call Positions: 2
Call Value: $694.4K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$354.1K 77.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$340.3K 74.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DEM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Stonebridge Wealth Management, LLC RIA/Wealth	Kelley Jefferson Douglas Managing Partner	4.05% $4.7M	102.6K shares	Q2 2025 Held for 5 months	$116.6M
P Private Wealth Advisors, LLC RIA/Wealth	Nicholas Anthony Mazorra CIO	3.94% $10.4M	227.0K shares	Q4 2023 Held for 1y 11m	$264.8M
Avos Capital Management, LLC Hedge Fund•Sector	Joshua David Blanchfield CIO	3.15% $6.8M	147.0K shares	Q4 2024 Held for 11 months	$214.2M
CUSTOM INDEX SYSTEMS, LLC RIA/Wealth	Sidney Wilbert Vanloh CEO	2.06% $6.9M	150.9K shares	Q4 2023 Held for 1y 11m	$337.3M
ARBOR TRUST WEALTH ADVISORS, LLC RIA/Wealth	Sonia Sunik Patel CIO	1.82% $4.0M	87.7K shares	Q4 2023 Held for 1y 11m	$222.1M
AssuredPartners Investment Advisors, LLC RIA/Wealth	Justin P. Callaham President	1.56% $7.0M	152.2K shares	Q4 2024 Held for 11 months	$447.4M
Axis Wealth Partners, LLC RIA/Wealth	Daniel Da Ponte Managing Partner	1.51% $2.6M	56.2K shares	Q4 2024 Held for 11 months	$170.9M
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	1.46% $54.5M	1.2M shares	Q2 2024 Held for 1y 5m	$3.7B
C Canandaigua National Trust Co of Florida Institution	-	1.40% $1.8M	38.4K shares	Q3 2024 Held for 1y 2m	$126.2M
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	1.22% $1.9M	41.1K shares	Q4 2022 Held for 2y 11m	$154.8M

Hedge Fund Spotlight

Discover hedge funds investing in DEM

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree Emerging Markets High Dividend Fund

Market Value: $282.3K
Shares Held: 6.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%