WisdomTree Global High Dividend Fund
DEW
30 hedge funds and large institutions have $21.4M invested in WisdomTree Global High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 29 → 30 (+1)
3.1% less ownership
Funds ownership: 34.92% → 31.82% (-3.1%)
6% less capital invested
Capital invested by funds: $22.8M → $21.4M (-$1.46M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.12M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$291K |
| 3 |
LPL Financial
San Diego,
California
|
+$137K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$115K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$86.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$590K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$362K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$188K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$61.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
AIC
28
Ameritas Investment Company
Lincoln,
Nebraska
| $6.66K | +$6.38K | +142 | New |
|
|
FCA
29
FinTrust Capital Advisors
Greenville,
South Carolina
| $6K | +$6.02K | +134 | New |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $1K | -$584 | -13 | -50% |
|
|
HWA
32
HCR Wealth Advisors
Los Angeles,
California
| – | -$1K | -35 | Closed |
|
33
William Blair & Company
Chicago,
Illinois
| – | -$1K | -28 | Closed |
|
DEW Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2021, worth a combined $21.4M — down 6.4% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DEW positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.12M. The largest seller was Jane Street, cutting an estimated $4.09M.
- 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2021, up from 29 in Q4 2020.
- Funds reported $21.4M of WisdomTree Global High Dividend Fund stock for Q1 2021, down 6.4% quarter-over-quarter.
- 5 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2021 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q1 2021 was Bank of New York Mellon, an estimated $1.12M added.
- The largest WisdomTree Global High Dividend Fund seller in Q1 2021 was Jane Street, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2021.