WisdomTree Global High Dividend Fund
DEW
34 hedge funds and large institutions have $36.8M invested in WisdomTree Global High Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
6% more funds holding
Funds holding: 32 → 34 (+2)
2.38% less ownership
Funds ownership: 37.25% → 34.87% (-2.4%)
7% less capital invested
Capital invested by funds: $39.6M → $36.8M (-$2.71M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 2 |
CCM
Canal Capital Management
Richmond,
Virginia
|
+$702K |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$652K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$235K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.47M |
| 2 |
Jane Street
New York
|
-$1.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$590K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$270K |
| 5 |
Morgan Stanley
New York
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $26K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $6.86K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $6K | -$5.86K | -127 | -51% |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | +$46 | +1 | +1% |
|
|
CFN
31
Cordasco Financial Network
Naples,
Florida
| $3K | – | – | – |
|
|
SCA
32
Stonebridge Capital Advisors
St Paul,
Minnesota
| $2K | +$2.31K | +50 | New |
|
|
LWA
33
Lowe Wealth Advisors
Columbia,
Maryland
| $1K | – | – | – |
|
34
William Blair & Company
Chicago,
Illinois
| $1K | – | – | – |
|
|
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$270K | -5,862 | Closed |
|
DEW Hedge Fund Activity: Q2 2019 in Review
34 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2019, worth a combined $36.8M — down 6.9% from $39.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DEW positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.16M. The largest seller was LPL Financial, cutting an estimated $3.47M.
- 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2019, up from 32 in Q1 2019.
- Funds reported $36.8M of WisdomTree Global High Dividend Fund stock for Q2 2019, down 6.9% quarter-over-quarter.
- 4 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2019 was Citadel Advisors, an estimated $1.16M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2019 was LPL Financial, an estimated $3.47M sold.
Based on aggregated 13F filings for Q2 2019.