WisdomTree Global High Dividend Fund
DEW
30 hedge funds and large institutions have $85.1M invested in WisdomTree Global High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
146% more capital invested
Capital invested by funds: $34.6M → $85.1M (+$50.4M)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
24.24% more ownership
Funds ownership: 38.43% → 62.67% (+24%)
3% more funds holding
Funds holding: 29 → 30 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.14M |
| 2 |
Jane Street
New York
|
+$6.35M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.38M |
| 4 |
Morgan Stanley
New York
|
+$4.79M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.08M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$749K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$207K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34.1K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$4.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $4.62K | -$4.61K | -102 | -51% |
|
28
JP Morgan Chase
New York
| $4K | +$3.44K | +76 | New |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $94 | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $47 | +$45 | +1 | New |
|
|
GVAG
31
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$749K | -18,200 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$207K | -5,043 | Closed |
|
DEW Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2022, worth a combined $85.1M — up 146% from $34.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DEW positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $7.14M. The largest seller was Ameriprise, cutting an estimated $1.08M.
- 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2022, up from 29 in Q3 2022.
- Funds reported $85.1M of WisdomTree Global High Dividend Fund stock for Q4 2022, up 146% quarter-over-quarter.
- 5 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $7.14M added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2022 was Ameriprise, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2022.