WisdomTree Global High Dividend Fund
DEW
32 hedge funds and large institutions have $62.5M invested in WisdomTree Global High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
24% more capital invested
Capital invested by funds: $50.3M → $62.5M (+$12.2M)
0.18% less ownership
Funds ownership: 43.54% → 43.36% (-0.18%)
3% less funds holding
Funds holding: 33 → 32 (-1)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.78M |
| 2 |
CCM
Canal Capital Management
Richmond,
Virginia
|
+$1.01M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$911K |
| 4 |
Goldman Sachs
New York
|
+$239K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| 3 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$561K |
| 4 |
LPL Financial
San Diego,
California
|
-$415K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
William Blair & Company
Chicago,
Illinois
| $13K | – | – | – |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
CPIG
29
Chicago Partners Investment Group
Chicago,
Illinois
| $5K | +$5.18K | +111 | New |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
APA
31
American Portfolios Advisors
Holbrook,
New York
| $3.96K | – | – | – |
|
|
CFN
32
Cordasco Financial Network
Naples,
Florida
| $3K | – | – | – |
|
|
EAM
33
Evanson Asset Management
Carmel,
California
| – | -$333K | -7,266 | Closed |
|
|
HHGA
34
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$266K | -5,802 | Closed |
|
|
VFP
35
Verus Financial Partners
Richmond,
Virginia
| – | -$258K | -5,633 | Closed |
|
DEW Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2018, worth a combined $62.5M — up 24% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DEW and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.
The largest buyer was Jane Street, adding an estimated $1.78M. The largest seller was Bank of New York Mellon, cutting an estimated $1.96M.
- 32 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2018, down from 33 in Q2 2018.
- Funds reported $62.5M of WisdomTree Global High Dividend Fund stock for Q3 2018, up 24% quarter-over-quarter.
- 2 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2018 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q3 2018 was Jane Street, an estimated $1.78M added.
- The largest WisdomTree Global High Dividend Fund seller in Q3 2018 was Bank of New York Mellon, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2018.