WisdomTree Global High Dividend Fund
DEW
29 hedge funds and large institutions have $22.8M invested in WisdomTree Global High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
0% more capital invested
Capital invested by funds: $22.8M → $22.8M (+$89K)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.45% less ownership
Funds ownership: 35.37% → 34.92% (-0.45%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$924K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$267K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$196K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.32M |
| 2 |
Bank of New York Mellon
New York
|
-$1.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$774K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$159K |
| 5 |
LPL Financial
San Diego,
California
|
-$89.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | +$81 | +2 | +2% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $1K | -$973 | -24 | -48% |
|
|
HWA
28
HCR Wealth Advisors
Los Angeles,
California
| $1K | – | – | – |
|
29
William Blair & Company
Chicago,
Illinois
| $1K | – | – | – |
|
30
Franklin Resources
San Mateo,
California
| – | -$19K | -500 | Closed |
|
|
WCG
31
Weaver Consulting Group
Huntington Beach,
California
| – | -$13K | -350 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$81 | +2 | New |
|
DEW Hedge Fund Activity: Q4 2020 in Review
29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2020, worth a combined $22.8M — up 0.39% from $22.8M a quarter earlier.
Fund positioning in DEW was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $4.12M. The largest seller was Morgan Stanley, cutting an estimated $6.32M.
- 29 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $22.8M of WisdomTree Global High Dividend Fund stock for Q4 2020, up 0.39% quarter-over-quarter.
- 2 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2020 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2020 was Jane Street, an estimated $4.12M added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.32M sold.
Based on aggregated 13F filings for Q4 2020.