WisdomTree Global High Dividend Fund
DEW
30 hedge funds and large institutions have $35.6M invested in WisdomTree Global High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
53% more capital invested
Capital invested by funds: $23.3M → $35.6M (+$12.3M)
14.88% more ownership
Funds ownership: 33.5% → 48.38% (+15%)
3% less funds holding
Funds holding: 31 → 30 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$10.8M |
| 2 |
LWP
Legacy Wealth Planning
Reno,
Nevada
|
+$7.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.08M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$526K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.57M |
| 2 |
Jane Street
New York
|
-$1.13M |
| 3 |
Morgan Stanley
New York
|
-$860K |
| 4 |
Bank of New York Mellon
New York
|
-$401K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$243K |
| 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
| $13K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $9K | +$98 | +2 | +1% |
|
|
29
Jane Street
New York
| – | -$1.13M | -22,049 | Closed |
|
|
AWS
30
Atria Wealth Solutions
New York
| – | -$243K | -4,748 | Closed |
|
|
OPS
31
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$213K | -4,164 | Closed |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$209K | -4,081 | Closed |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26K | -509 | Closed |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| – | +$98 | +2 | New |
|
DEW Hedge Fund Activity: Q2 2022 in Review
30 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2022, worth a combined $35.6M — up 53% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DEW and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Joseph Group Capital Management, opening a new position worth an estimated $10.8M. The largest seller was Great Valley Advisor Group, cutting an estimated $2.57M.
- 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2022, down from 31 in Q1 2022.
- Funds reported $35.6M of WisdomTree Global High Dividend Fund stock for Q2 2022, up 53% quarter-over-quarter.
- 4 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2022 was Joseph Group Capital Management, an estimated $10.8M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2022 was Great Valley Advisor Group, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2022.