DMA is a technology-first company that provides an end-to-end SaaS solution to institutional investors. DMA enables regulated entities like asset managers, wealth managers, investment managers and financial advisors to connect their front and back office, break silos and reduce headcount.

Technology-First Company

Naspers & Prosus: Discounts Widen as Market Sells off + WisdomTree Oct Rebalance Price Moves (JSE)

WisdomTree Emerging Markets Ex-State-Owned Enterprises Index Rebalance: 16% Turnover, US$660m Trade

WisdomTree Oct 2023 Rebalance (Wed, 18 Oct)

WisdomTree Emerging Markets High Dividend Index Rebalance: Huge Turnover & Trade Next Week

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quantitative Equity Analyst, DMA

Charlotte van Tiddens, CFA

Quantitative Equity Analyst

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hdfc-bank-ltd-4b6b7a92-9087-468d-9dbe-ab169e77f014" target="_blank" data-smartkarma-citation="entities:558:1" rel="noopener">HDFC Bank (HDFCB IN)</a> is the largest buy (XSOE) - estimated flow $44m. <a href="https://www.smartkarma.com/entities/grupo-financiero-banorte-sab-d" target="_blank" data-smartkarma-citation="entities:24780:1" rel="noopener">Grupo Financiero Banorte SAB d (GFNORTEO MF)</a> is the 2nd largest buy - estimated flow $40m.</li>
<li>
<a href="https://www.smartkarma.com/entities/wistron-corp" target="_blank" data-smartkarma-citation="entities:2189:1" rel="noopener">Wistron Corp (3231 TT)</a> is the largest sell - estimated flow $68m. <a href="https://www.smartkarma.com/entities/posco-holdings-inc" target="_blank" data-smartkarma-citation="entities:208:1" rel="noopener">POSCO Holdings (005490 KS)</a> is the 2nd largest sell - estimated flow $59m.</li>
<li>Our estimate for the total value of new constituent buys is $1.38bn. We expect deletions to the value of $1.41bn to be sold down across the 3 funds.</li>
</ul>



HDFC Bank (HDFCB IN) is the largest buy (XSOE) - estimated flow $44m. Grupo Financiero Banorte SAB d (GFNORTEO MF) is the 2nd largest buy - estimated flow $40m.

Wistron Corp (3231 TT) is the largest sell - estimated flow $68m. POSCO Holdings (005490 KS) is the 2nd largest sell - estimated flow $59m.
Our estimate for the total value of new constituent buys is $1.38bn. We expect deletions to the value of $1.41bn to be sold down across the 3 funds.


Grupo Financiero Banorte SAB d (GFNORTEO MF)

WisdomTree Oct '23 Rebalance: Estimated Flows for All Adds and Deletes in DEM, XSOE & DGS

Astra International

WisdomTree Oct '23 Rebalance: Estimated Flows for All Adds and Deletes in DEM, XSOE & DGS