WisdomTree Global High Dividend Fund
DEW
34 hedge funds and large institutions have $33.3M invested in WisdomTree Global High Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
35% more capital invested
Capital invested by funds: $24.7M → $33.3M (+$8.6M)
10% more funds holding
Funds holding: 31 → 34 (+3)
6.37% more ownership
Funds ownership: 30.7% → 37.07% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.8M |
| 2 |
Jane Street
New York
|
+$2.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.5M |
| 4 |
Bank of New York Mellon
New York
|
+$549K |
| 5 |
Goldman Sachs
New York
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$546K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$264K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$123K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$41K |
| 5 |
Morgan Stanley
New York
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
26
IHT Wealth Management
Chicago,
Illinois
| $12K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $11K | -$5.34K | -120 | -32% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $10K | -$10K | -225 | -50% |
|
|
LYV
29
Live Your Vision
West Conshohocken,
Pennsylvania
| $9K | – | – | – |
|
30
SEI Investments
Oaks,
Pennsylvania
| $5K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.5K | – | – | – |
|
|
CFA
32
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
KF
33
Krilogy Financial
St. Louis,
Missouri
| $3K | – | – | – |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$546K | -12,561 | Closed |
|
DEW Hedge Fund Activity: Q1 2017 in Review
34 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2017, worth a combined $33.3M — up 35% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DEW positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.8M. The largest seller was Old Mission Capital, exiting entirely with an estimated $546K sold.
- 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2017, up from 31 in Q4 2016.
- Funds reported $33.3M of WisdomTree Global High Dividend Fund stock for Q1 2017, up 35% quarter-over-quarter.
- 4 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q1 2017 was LPL Financial, an estimated $2.8M added.
- The largest WisdomTree Global High Dividend Fund seller in Q1 2017 was Old Mission Capital, an estimated $546K sold.
Based on aggregated 13F filings for Q1 2017.