WisdomTree Global High Dividend Fund
DEW
34 hedge funds and large institutions have $44.3M invested in WisdomTree Global High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
21% more funds holding
Funds holding: 28 → 34 (+6)
13% more capital invested
Capital invested by funds: $39.1M → $44.3M (+$5.21M)
2.57% less ownership
Funds ownership: 39.53% → 36.96% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$2.82M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$724K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$648K |
| 4 |
LPL Financial
San Diego,
California
|
+$371K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.55M |
| 2 |
Jane Street
New York
|
-$1.24M |
| 3 |
Bank of New York Mellon
New York
|
-$694K |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$272K |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $34K | – | – | – |
|
|
MOS
27
MGO One Seven
Beachwood,
Ohio
| $19K | +$18.9K | +397 | New |
|
|
IWM
28
IHT Wealth Management
Chicago,
Illinois
| $13K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $9K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.85K | – | – | – |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $4.12K | +$4.05K | +85 | New |
|
|
CFA
33
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
CFN
34
Cordasco Financial Network
Naples,
Florida
| $3K | +$2.86K | +60 | New |
|
|
EVM
35
Eaton Vance Management
Boston,
Massachusetts
| – | -$272K | -5,765 | Closed |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30K | -630 | Closed |
|
|
NFG
37
Next Financial Group
Houston,
Texas
| – | -$12K | -250 | Closed |
|
DEW Hedge Fund Activity: Q4 2017 in Review
34 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2017, worth a combined $44.3M — up 13% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DEW positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was StrategIQ Financial Group, opening a new position worth an estimated $2.82M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.55M sold.
- 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2017, up from 28 in Q3 2017.
- Funds reported $44.3M of WisdomTree Global High Dividend Fund stock for Q4 2017, up 13% quarter-over-quarter.
- 10 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2017 and 4 closed out, a net change of +6 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2017 was StrategIQ Financial Group, an estimated $2.82M added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2017 was Thrivent Financial for Lutherans, an estimated $5.55M sold.
Based on aggregated 13F filings for Q4 2017.