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WisdomTree Global High Dividend Fund
DEW

34 hedge funds and large institutions have $33.4M invested in WisdomTree Global High Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% more ownership

Funds ownership: 34.87% → 37.19% (+2.3%)

0% more funds holding

Funds holding: 34 → 34 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

9% less capital invested

Capital invested by funds: $36.8M → $33.4M (-$3.49M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.9M
2
Goldman Sachs
Goldman Sachs
New York
+$648K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$391K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$329K
5
VF
Virtu Financial
New York
+$316K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
2
Jane Street
Jane Street
New York
-$458K
3
CCM
Canal Capital Management
Virginia
-$449K
4
Bank of America
Bank of America
North Carolina
-$261K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$37K – – –
SFS
27
Sowell Financial Services
Arkansas
$35K +$34.3K +750 New
BFEC
28
Benjamin F. Edwards & Company
Missouri
$26K – – –
APA
29
American Portfolios Advisors
New York
$6.81K – – –
WEC
30
Winslow Evans & Crocker
Massachusetts
$6K – – –
CFA
31
Carroll Financial Associates
North Carolina
$4K +$137 +3 +3%
LWA
32
Lowe Wealth Advisors
Maryland
$1K – – –
William Blair & Company
33
William Blair & Company
Illinois
$1K – – –
Citadel Advisors
34
Citadel Advisors
Florida
– -$1.91M -41,258 Closed
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
– -$236K -5,096 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– -$37.6K -821 Closed
AG
37
Advisor Group
Arizona
– -$6K -124 Closed
CFN
38
Cordasco Financial Network
Florida
– -$3K -60 Closed
SCA
39
Stonebridge Capital Advisors
Minnesota
– -$2K -50 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$92 +2 New
1
2

DEW Hedge Fund Activity: Q3 2019 in Review

34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2019, worth a combined $33.4M — down 9.5% from $36.8M a quarter earlier.

Fund positioning in DEW was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $33.4M of WisdomTree Global High Dividend Fund stock for Q3 2019, down 9.5% quarter-over-quarter.
  • 7 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2019 and 7 closed out, a net change of 0 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q3 2019 was Morgan Stanley, an estimated $3.9M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q3 2019 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2019.