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WisdomTree Global High Dividend Fund
DEW

31 hedge funds and large institutions have $20.2M invested in WisdomTree Global High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $17.7M → $20.2M (+$2.49M)

7% more funds holding

Funds holding: 29 → 31 (+2)

1.12% more ownership

Funds ownership: 29.05% → 30.17% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.58M
3
LPL Financial
LPL Financial
California
+$248K
4
Citadel Advisors
Citadel Advisors
Florida
+$167K
5
Morgan Stanley
Morgan Stanley
New York
+$24.8K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.43M
2
Ameriprise
Ameriprise
Minnesota
-$47.3K
3
Bank of America
Bank of America
North Carolina
-$44.3K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$43.1K
5
RJA
Raymond James & Associates
Florida
-$35.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$14K – – –
IA
27
IFP Advisors
Florida
$13K – – –
APA
28
American Portfolios Advisors
New York
$8.15K +$4.85K +100 +159%
CFA
29
Carroll Financial Associates
North Carolina
$5K – – –
CFA
30
Cahill Financial Advisors
Minnesota
– -$6K -129 Closed
HI
31
Harbour Investments
Wisconsin
– -$437 -9 -82%
CFGS
32
Concourse Financial Group Securities
Alabama
– -$146 -3 -60%
1
2

DEW Hedge Fund Activity: Q4 2021 in Review

31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2021, worth a combined $20.2M — up 14% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DEW positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.2M. The largest seller was Jane Street, cutting an estimated $3.43M.

  • 31 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $20.2M of WisdomTree Global High Dividend Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 3 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2021 and 1 closed out, a net change of +2 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2021 was UBS Group, an estimated $2.2M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2021 was Jane Street, an estimated $3.43M sold.

Based on aggregated 13F filings for Q4 2021.