WisdomTree Global High Dividend Fund
DEW
32 hedge funds and large institutions have $39.6M invested in WisdomTree Global High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.
4% more capital invested
Capital invested by funds: $38.1M → $39.6M (+$1.43M)
0.31% more ownership
Funds ownership: 36.94% → 37.25% (+0.31%)
9% less funds holding
Funds holding: 35 → 32 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.55M |
| 2 |
Bank of New York Mellon
New York
|
+$1.94M |
| 3 |
Jane Street
New York
|
+$893K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$177K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.71M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$796K |
| 4 |
CCM
Canal Capital Management
Richmond,
Virginia
|
-$676K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $6.82K | – | – | – |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
CFN
29
Cordasco Financial Network
Naples,
Florida
| $3K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $1K | -$70.8K | -1,574 | -98% |
|
31
William Blair & Company
Chicago,
Illinois
| $1K | -$11.2K | -250 | -90% |
|
|
LWA
32
Lowe Wealth Advisors
Columbia,
Maryland
| $1K | +$1.35K | +30 | New |
|
|
33
Koshinski Asset Management
Decatur,
Illinois
| – | -$627K | -9,632 | Closed |
|
|
CC
34
Claybrook Capital
Wellesley,
Massachusetts
| – | -$127K | -3,041 | Closed |
|
|
WDL
35
Well Done LLC
Holland,
Michigan
| – | -$127K | -3,041 | Closed |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| – | -$82K | -1,965 | Closed |
|
|
MOS
37
MGO One Seven
Beachwood,
Ohio
| – | -$16K | -397 | Closed |
|
DEW Hedge Fund Activity: Q1 2019 in Review
32 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2019, worth a combined $39.6M — up 3.8% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DEW and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $3.55M. The largest seller was LPL Financial, cutting an estimated $3.41M.
- 32 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2019, down from 35 in Q4 2018.
- Funds reported $39.6M of WisdomTree Global High Dividend Fund stock for Q1 2019, up 3.8% quarter-over-quarter.
- 3 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2019 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q1 2019 was Morgan Stanley, an estimated $3.55M added.
- The largest WisdomTree Global High Dividend Fund seller in Q1 2019 was LPL Financial, an estimated $3.41M sold.
Based on aggregated 13F filings for Q1 2019.