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WisdomTree Global High Dividend Fund

39 hedge funds and large institutions have $25.6M invested in WisdomTree Global High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

1.64% more ownership

Funds ownership: 36.66%38.3% (+1.6%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

26% less capital invested

Capital invested by funds: $34.6M → $25.6M (-$9.02M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$37K +$46.5K +1,072 New
CFGS
27
Concourse Financial Group Securities
Alabama
$27K -$825 -19 -2%
SFS
28
Sowell Financial Services
Arkansas
$26K
BFEC
29
Benjamin F. Edwards & Company
Missouri
$18K -$1.39K -32 -6%
WCG
30
Weaver Consulting Group
California
$12K -$80.3K -1,850 -84%
OPS
31
Orion Portfolio Solutions
Nebraska
$12K +$14.8K +340 New
PA
32
Procyon Advisors
Connecticut
$6K
AIC
33
Ameritas Investment Company
Nebraska
$5K +$6.16K +142 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$4K
CFA
35
Carroll Financial Associates
North Carolina
$3K +$43 +1 +0.9%
APA
36
American Portfolios Advisors
New York
$2.15K
HWA
37
HCR Wealth Advisors
California
$1K
William Blair & Company
38
William Blair & Company
Illinois
$1K
WS
39
Wedbush Securities
California
-$257K -5,307 Closed
TCWM
40
Total Clarity Wealth Management
Illinois
-$146K -3,018 Closed
IFWM
41
Institute for Wealth Management
Colorado
-$84K -1,737 Closed
KPCM
42
Kings Point Capital Management
New York
-$68K -1,400 Closed
TRCT
43
Tower Research Capital (TRC)
New York
-$10K -200 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
+$43 +1 New

DEW Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2020, worth a combined $25.6M — down 26% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DEW positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $768K. The largest seller was Jane Street, cutting an estimated $484K.

  • 39 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $25.6M of WisdomTree Global High Dividend Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 8 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2020 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2020 was Ameriprise, an estimated $768K added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2020 was Jane Street, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2020.