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WisdomTree Global High Dividend Fund
DEW

32 hedge funds and large institutions have $39.6M invested in WisdomTree Global High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $25.6M → $39.6M (+$14M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

9.65% more ownership

Funds ownership: 38.3% → 47.95% (+9.6%)

18% less funds holding

Funds holding: 39 → 32 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
32
Holders Change
-7
Holders Change %
-17.95%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.32M
2
RJA
Raymond James & Associates
Florida
+$4.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.89M
4
SAM
Stringer Asset Management
Tennessee
+$1.36M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$804K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$875K
3
AWM
AE Wealth Management
Kansas
-$596K
4
SS
Simplicity Solutions
Minnesota
-$591K
5
Ameriprise
Ameriprise
Minnesota
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
26
Weaver Consulting Group
California
$14K – – –
PA
27
Procyon Advisors
Connecticut
$7K – – –
WEC
28
Winslow Evans & Crocker
Massachusetts
$4K – – –
CFA
29
Carroll Financial Associates
North Carolina
$4K +$75 +2 +2%
APA
30
American Portfolios Advisors
New York
$2.42K – – –
HWA
31
HCR Wealth Advisors
California
$1K – – –
William Blair & Company
32
William Blair & Company
Illinois
$1K – – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
– -$875K -25,629 Closed
AWM
34
AE Wealth Management
Kansas
– -$596K -17,456 Closed
SS
35
Simplicity Solutions
Minnesota
– -$591K -17,306 Closed
SFG
36
StrategIQ Financial Group
Indiana
– -$376K -11,003 Closed
NFG
37
Next Financial Group
Texas
– -$112K -3,276 Closed
CAN
38
Claraphi Advisory Network
United States
– -$85K -2,504 Closed
AF
39
Advisornet Financial
Minnesota
– -$66K -1,920 Closed
OPS
40
Orion Portfolio Solutions
Nebraska
– -$12K -340 Closed
AIC
41
Ameritas Investment Company
Nebraska
– -$5K -142 Closed
1
2

DEW Hedge Fund Activity: Q2 2020 in Review

32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2020, worth a combined $39.6M — up 55% from $25.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DEW and 3 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Envestnet Asset Management, adding an estimated $5.32M. The largest seller was Morgan Stanley, cutting an estimated $1.16M.

  • 32 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2020, down from 39 in Q1 2020.
  • Funds reported $39.6M of WisdomTree Global High Dividend Fund stock for Q2 2020, up 55% quarter-over-quarter.
  • 3 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2020 and 10 closed out, a net change of -7 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q2 2020 was Envestnet Asset Management, an estimated $5.32M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q2 2020 was Morgan Stanley, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2020.