WisdomTree Global High Dividend Fund
DEW
33 hedge funds and large institutions have $70.1M invested in WisdomTree Global High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
1.71% less ownership
Funds ownership: 63.2% → 61.49% (-1.7%)
3% less funds holding
Funds holding: 34 → 33 (-1)
18% less capital invested
Capital invested by funds: $85.8M → $70.1M (-$15.7M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.26M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.42M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$962K |
| 5 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$21.7M |
| 2 |
Bank of New York Mellon
New York
|
-$2.26M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$592K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$300K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $23.7K | – | – | – |
|
|
WP
27
WealthShield Partners
Cary,
North Carolina
| $22.1K | – | – | – |
|
|
GFPC
28
Global Financial Private Client
Sarasota,
Florida
| $21.9K | – | – | – |
|
|
IGWM
29
ICA Group Wealth Management
Denver,
Colorado
| $19.8K | +$327 | +7 | +2% |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $12.3K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $93 | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $47 | +$47 | +1 | New |
|
|
34
Bank of New York Mellon
New York
| – | -$2.26M | -48,369 | Closed |
|
|
JMPWA
35
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$258K | -5,509 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$214K | -4,565 | Closed |
|
|
AAS
37
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$6.77K | -142 | Closed |
|
DEW Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2023, worth a combined $70.1M — down 18% from $85.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DEW and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 16 added.
The largest buyer was Jane Street, adding an estimated $3.41M. The largest seller was Vertex Planning Partners, cutting an estimated $21.7M.
- 33 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2023, down from 34 in Q1 2023.
- Funds reported $70.1M of WisdomTree Global High Dividend Fund stock for Q2 2023, down 18% quarter-over-quarter.
- 3 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2023 was Jane Street, an estimated $3.41M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2023 was Vertex Planning Partners, an estimated $21.7M sold.
Based on aggregated 13F filings for Q2 2023.