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WisdomTree Global High Dividend Fund
DEW

37 hedge funds and large institutions have $49.1M invested in WisdomTree Global High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $44.3M → $49.1M (+$4.74M)

9% more funds holding

Funds holding: 34 → 37 (+3)

4.6% more ownership

Funds ownership: 36.96% → 41.57% (+4.6%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMG
Smart Money Group
Texas
+$2.71M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.87M
3
Jane Street
Jane Street
New York
+$778K
4
LPL Financial
LPL Financial
California
+$596K
5
Citadel Advisors
Citadel Advisors
Florida
+$528K

Top Sellers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
-$340K
2
CF
Centaurus Financial
California
-$249K
3
HHGA
Halbert Hargrove Global Advisors
California
-$133K
4
Morgan Stanley
Morgan Stanley
New York
-$50K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$48.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
26
Kings Point Capital Management
New York
$65K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$63K -$2.17K -45 -3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$37K +$5.54K +115 +16%
William Blair & Company
29
William Blair & Company
Illinois
$21K +$21.4K +444 New
MOS
30
MGO One Seven
Ohio
$18K – – –
SFM
31
Signet Financial Management
New Jersey
$13K +$13.7K +285 New
AG
32
Advisor Group
Arizona
$12K – – –
IWM
33
IHT Wealth Management
Illinois
$12K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$4.65K – – –
CFA
35
Carroll Financial Associates
North Carolina
$4K – – –
APA
36
American Portfolios Advisors
New York
$3.96K – – –
CFN
37
Cordasco Financial Network
Florida
$3K – – –
DADC
38
D.A. Davidson & Co
Montana
– -$340K -7,015 Closed
CF
39
Centaurus Financial
California
– -$249K -5,141 Closed
US Bancorp
40
US Bancorp
Minnesota
– -$9K -193 Closed
1
2

DEW Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2018, worth a combined $49.1M — up 11% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEW positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Smart Money Group, opening a new position worth an estimated $2.71M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $340K sold.

  • 37 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $49.1M of WisdomTree Global High Dividend Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2018 was Smart Money Group, an estimated $2.71M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2018 was D.A. Davidson & Co, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2018.