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WisdomTree Global High Dividend Fund
DEW

38 hedge funds and large institutions have $34.6M invested in WisdomTree Global High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

12% more funds holding

Funds holding: 34 → 38 (+4)

4% more capital invested

Capital invested by funds: $33.4M → $34.6M (+$1.23M)

0.52% less ownership

Funds ownership: 37.19% → 36.66% (-0.52%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$481K
3
Morgan Stanley
Morgan Stanley
New York
+$345K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243K
5
AWM
AE Wealth Management
Kansas
+$219K

Top Sellers

Rank Fund Capital Flow
1
CCM
Canal Capital Management
Virginia
-$1.13M
2
SFG
StrategIQ Financial Group
Indiana
-$802K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$722K
4
Goldman Sachs
Goldman Sachs
New York
-$651K
5
Bank of America
Bank of America
North Carolina
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
26
Kings Point Capital Management
New York
$68K – – –
IA
27
IFP Advisors
Florida
$64K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$40K – – –
CFGS
29
Concourse Financial Group Securities
Alabama
$39K +$38.4K +813 New
SFS
30
Sowell Financial Services
Arkansas
$36K – – –
BFEC
31
Benjamin F. Edwards & Company
Missouri
$28K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$10K +$9.44K +200 New
PA
33
Procyon Advisors
Connecticut
$9K +$8.73K +185 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$6K – – –
CFA
35
Carroll Financial Associates
North Carolina
$5K – – –
APA
36
American Portfolios Advisors
New York
$3.05K -$4.01K -85 -57%
HWA
37
HCR Wealth Advisors
California
$2K +$1.65K +35 New
William Blair & Company
38
William Blair & Company
Illinois
$1K – – –
CCM
39
Canal Capital Management
Virginia
– -$1.13M -24,584 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$651K -14,158 Closed
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
– -$119K -2,580 Closed
LWA
42
Lowe Wealth Advisors
Maryland
– -$1K -30 Closed
1
2

DEW Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2019, worth a combined $34.6M — up 3.7% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DEW positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.26M. The largest seller was Canal Capital Management, exiting entirely with an estimated $1.13M sold.

  • 38 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $34.6M of WisdomTree Global High Dividend Fund stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2019 was Jane Street, an estimated $1.26M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2019 was Canal Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2019.