WisdomTree Global High Dividend Fund
DEW
28 hedge funds and large institutions have $39.1M invested in WisdomTree Global High Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
2% more capital invested
Capital invested by funds: $38.3M → $39.1M (+$804K)
2.82% less ownership
Funds ownership: 42.35% → 39.53% (-2.8%)
15% less funds holding
Funds holding: 33 → 28 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.53M |
| 2 |
Bank of New York Mellon
New York
|
+$300K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$136K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$125K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$58.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.56M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$960K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$460K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$387K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.71K | – | – | – |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
RJFSA
28
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$460K | -10,166 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$387K | -8,553 | Closed |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$321K | -7,086 | Closed |
|
31
Creative Planning
Overland Park,
Kansas
| – | -$34K | -755 | Closed |
|
|
LYV
32
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$25K | -548 | Closed |
|
33
SEI Investments
Oaks,
Pennsylvania
| – | -$5K | -103 | Closed |
|
DEW Hedge Fund Activity: Q3 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2017, worth a combined $39.1M — up 2.1% from $38.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DEW and 1 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $2.56M.
- 28 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2017, down from 33 in Q2 2017.
- Funds reported $39.1M of WisdomTree Global High Dividend Fund stock for Q3 2017, up 2.1% quarter-over-quarter.
- 1 fund opened new WisdomTree Global High Dividend Fund positions in Q3 2017 and 6 closed out, a net change of -5 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q3 2017 was LPL Financial, an estimated $3.53M added.
- The largest WisdomTree Global High Dividend Fund seller in Q3 2017 was Jane Street, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2017.