WisdomTree Global High Dividend Fund
DEW
30 hedge funds and large institutions have $28.4M invested in WisdomTree Global High Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 0 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
25% more funds holding
Funds holding: 24 → 30 (+6)
14% more capital invested
Capital invested by funds: $25M → $28.4M (+$3.47M)
1.06% more ownership
Funds ownership: 22.23% → 23.29% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$951K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$636K |
| 4 |
Morgan Stanley
New York
|
+$471K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$817K |
| 3 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$253K |
| 4 |
TT
Tower Trust
Fort Wayne,
Indiana
|
-$32.2K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | – | – | – |
|
|
RIA
27
Regal Investment Advisors
Kentwood,
Michigan
| $11K | – | – | – |
|
|
AIG
28
American International Group
New York
| $10.8K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | +$2.82K | +60 | +41% |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | +$1.88K | +40 | New |
|
DEW Hedge Fund Activity: Q4 2013 in Review
30 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2013, worth a combined $28.4M — up 14% from $25M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DEW positions and 0 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $1.08M. The largest seller was Jane Street, cutting an estimated $1.29M.
- 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2013, up from 24 in Q3 2013.
- Funds reported $28.4M of WisdomTree Global High Dividend Fund stock for Q4 2013, up 14% quarter-over-quarter.
- 6 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2013 and 0 closed out, a net change of +6 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2013 was Bank of America, an estimated $1.08M added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2013 was Jane Street, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2013.