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WisdomTree Global High Dividend Fund
DEW

34 hedge funds and large institutions have $85.8M invested in WisdomTree Global High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

13% more funds holding

Funds holding: 30 → 34 (+4)

1% more capital invested

Capital invested by funds: $85.1M → $85.8M (+$714K)

0.53% more ownership

Funds ownership: 62.67% → 63.2% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
10
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$3.22M
2
HI
Hudock Inc
Pennsylvania
+$2.92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.31M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.36M
5
BCI
Brinker Capital Investments
Pennsylvania
+$741K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.47M
2
LPL Financial
LPL Financial
California
-$3.03M
3
Bank of America
Bank of America
North Carolina
-$1.17M
4
FTUS
Flow Traders U.S.
New York
-$1.14M
5
VPP
Vertex Planning Partners
Illinois
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$77.3K +$143 +3 +0.2%
KFI
27
Key Financial Inc
Pennsylvania
$23.8K +$24.3K +509 New
WP
28
WealthShield Partners
North Carolina
$22.2K +$22.6K +474 New
GFPC
29
Global Financial Private Client
Florida
$22.1K – – –
IGWM
30
ICA Group Wealth Management
Colorado
$19.6K +$20K +419 New
IA
31
IFP Advisors
Florida
$13.3K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$13K – – –
AAS
33
Ameritas Advisory Services
Nebraska
$6.77K +$6.78K +142 New
HI
34
Harbour Investments
Wisconsin
$94 – – –
FTUS
35
Flow Traders U.S.
New York
– -$1.14M -24,447 Closed
JFG
36
Jefferies Financial Group
New York
– -$225K -4,812 Closed
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
– -$168K -3,593 Closed
TWC
38
TD Waterhouse Canada
Ontario, Canada
– -$68.1K -1,456 Closed
AF
39
Allworth Financial
California
– -$4.62K -99 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$4K -76 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$47 -1 Closed
1
2

DEW Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2023, worth a combined $85.8M — up 0.84% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DEW positions and 7 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.22M. The largest seller was Jane Street, cutting an estimated $5.47M.

  • 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $85.8M of WisdomTree Global High Dividend Fund stock for Q1 2023, up 0.84% quarter-over-quarter.
  • 11 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2023 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2023 was Old Mission Capital, an estimated $3.22M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2023 was Jane Street, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2023.