WisdomTree Global High Dividend Fund
DEW
31 hedge funds and large institutions have $24.7M invested in WisdomTree Global High Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
51% more capital invested
Capital invested by funds: $16.4M → $24.7M (+$8.33M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
9.46% more ownership
Funds ownership: 21.24% → 30.7% (+9.5%)
3% more funds holding
Funds holding: 30 → 31 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.72M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.67M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.24M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$534K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.93M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$531K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$154K |
| 5 |
Morgan Stanley
New York
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LYV
26
Live Your Vision
West Conshohocken,
Pennsylvania
| $9K | -$765 | -18 | -8% |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.35K | – | – | – |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
29
SEI Investments
Oaks,
Pennsylvania
| $4K | +$4.38K | +103 | New |
|
|
KF
30
Krilogy Financial
St. Louis,
Missouri
| $3K | +$42 | +1 | +1% |
|
|
31
Jane Street
New York
| – | -$1.93M | -45,075 | Closed |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.75M | -40,882 | Closed |
|
|
CWM
33
Concert Wealth Management
San Jose,
California
| – | -$154K | -3,635 | Closed |
|
|
ACM
34
Argentus Capital Management
Dallas,
Texas
| – | -$14K | -322 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$1K | -21 | Closed |
|
DEW Hedge Fund Activity: Q4 2016 in Review
31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2016, worth a combined $24.7M — up 51% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DEW positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.72M. The largest seller was Jane Street, exiting entirely with an estimated $1.93M sold.
- 31 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $24.7M of WisdomTree Global High Dividend Fund stock for Q4 2016, up 51% quarter-over-quarter.
- 6 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2016 and 5 closed out, a net change of +1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2016 was Thrivent Financial for Lutherans, an estimated $4.72M added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2016 was Jane Street, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2016.