WisdomTree Global High Dividend Fund
DEW
33 hedge funds and large institutions have $38.3M invested in WisdomTree Global High Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $33.3M → $38.3M (+$5.01M)
5.28% more ownership
Funds ownership: 37.07% → 42.35% (+5.3%)
3% less funds holding
Funds holding: 34 → 33 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.41M |
| 2 |
Jane Street
New York
|
+$2.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$644K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$121K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.14M |
| 2 |
Bank of New York Mellon
New York
|
-$584K |
| 3 |
Goldman Sachs
New York
|
-$472K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.3K |
| 5 |
Morgan Stanley
New York
|
-$19.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $27K | +$15.6K | +344 | +138% |
|
|
LYV
27
Live Your Vision
West Conshohocken,
Pennsylvania
| $25K | +$15.3K | +338 | +161% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $11K | +$1.08K | +24 | +11% |
|
29
SEI Investments
Oaks,
Pennsylvania
| $5K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.52K | – | – | – |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
IWM
32
IHT Wealth Management
Chicago,
Illinois
| $93 | – | – | – |
|
|
33
Goldman Sachs
New York
| – | -$472K | -10,509 | Closed |
|
|
KF
34
Krilogy Financial
St. Louis,
Missouri
| – | -$3K | -80 | Closed |
|
DEW Hedge Fund Activity: Q2 2017 in Review
33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2017, worth a combined $38.3M — up 15% from $33.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DEW and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $3.41M. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.
- 33 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2017, down from 34 in Q1 2017.
- Funds reported $38.3M of WisdomTree Global High Dividend Fund stock for Q2 2017, up 15% quarter-over-quarter.
- 1 fund opened new WisdomTree Global High Dividend Fund positions in Q2 2017 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2017 was LPL Financial, an estimated $3.41M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2017 was Susquehanna International Group, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2017.