WisdomTree Global High Dividend Fund
DEW
29 hedge funds and large institutions have $34.6M invested in WisdomTree Global High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
3% less capital invested
Capital invested by funds: $35.6M → $34.6M (-$961K)
3% less funds holding
Funds holding: 30 → 29 (-1)
9.95% less ownership
Funds ownership: 48.38% → 38.43% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.02M |
| 2 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$1.41M |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$516K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$509K |
| 5 |
Morgan Stanley
New York
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWP
Legacy Wealth Planning
Reno,
Nevada
|
-$1.1M |
| 2 |
Bank of New York Mellon
New York
|
-$746K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$427K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$417K |
| 5 |
LPL Financial
San Diego,
California
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $12K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $8K | +$137 | +3 | +2% |
|
|
29
Bank of New York Mellon
New York
| – | -$746K | -16,227 | Closed |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$119K | -2,580 | Closed |
|
DEW Hedge Fund Activity: Q3 2022 in Review
29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2022, worth a combined $34.6M — down 2.7% from $35.6M a quarter earlier.
Fund positioning in DEW was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.02M. The largest seller was Legacy Wealth Planning, cutting an estimated $1.1M.
- 29 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2022, down from 30 in Q2 2022.
- Funds reported $34.6M of WisdomTree Global High Dividend Fund stock for Q3 2022, down 2.7% quarter-over-quarter.
- 3 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q3 2022 was Jane Street, an estimated $3.02M added.
- The largest WisdomTree Global High Dividend Fund seller in Q3 2022 was Legacy Wealth Planning, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2022.