WisdomTree Global High Dividend Fund
DEW
33 hedge funds and large institutions have $50.3M invested in WisdomTree Global High Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
1.97% more ownership
Funds ownership: 41.57% → 43.54% (+2%)
3% more capital invested
Capital invested by funds: $49.1M → $50.3M (+$1.28M)
11% less funds holding
Funds holding: 37 → 33 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
| 2 |
Jane Street
New York
|
+$1.45M |
| 3 |
LPL Financial
San Diego,
California
|
+$999K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$628K |
| 5 |
CCM
Canal Capital Management
Richmond,
Virginia
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$2.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$399K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$365K |
| 4 |
WLIM
White Lighthouse Investment Management
Bedford,
Massachusetts
|
-$225K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $59K | -$13.2K | -283 | -18% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $37K | – | – | – |
|
28
William Blair & Company
Chicago,
Illinois
| $13K | -$7.77K | -166 | -37% |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $11K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | +$47 | +1 | +1% |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $3.9K | – | – | – |
|
|
CFN
33
Cordasco Financial Network
Naples,
Florida
| $3K | – | – | – |
|
|
SMG
34
Smart Money Group
Eastland,
Texas
| – | -$2.61M | -56,116 | Closed |
|
|
WLIM
35
White Lighthouse Investment Management
Bedford,
Massachusetts
| – | -$225K | -4,825 | Closed |
|
|
WDL
36
Well Done LLC
Holland,
Michigan
| – | -$128K | -2,760 | Closed |
|
|
SFM
37
Signet Financial Management
Parsippany,
New Jersey
| – | -$13K | -285 | Closed |
|
|
IWM
38
IHT Wealth Management
Chicago,
Illinois
| – | -$12K | -271 | Closed |
|
DEW Hedge Fund Activity: Q2 2018 in Review
33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2018, worth a combined $50.3M — up 2.6% from $49.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DEW and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.88M. The largest seller was Smart Money Group, exiting entirely with an estimated $2.61M sold.
- 33 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2018, down from 37 in Q1 2018.
- Funds reported $50.3M of WisdomTree Global High Dividend Fund stock for Q2 2018, up 2.6% quarter-over-quarter.
- 2 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2018 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $1.88M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2018 was Smart Money Group, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2018.