WisdomTree Global High Dividend Fund
DEW
33 hedge funds and large institutions have $61M invested in WisdomTree Global High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 6 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
0% more funds holding
Funds holding: 33 → 33 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4.25% less ownership
Funds ownership: 61.49% → 57.24% (-4.2%)
13% less capital invested
Capital invested by funds: $70.1M → $61M (-$9.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.74M |
| 3 |
Bank of New York Mellon
New York
|
+$927K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$781K |
| 5 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.2M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.75M |
| 4 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $51.3K | +$53.1K | +1,132 | New |
|
|
KFI
27
Key Financial Inc
West Chester,
Pennsylvania
| $23.1K | – | – | – |
|
|
WP
28
WealthShield Partners
Cary,
North Carolina
| $22.5K | +$1.08K | +23 | +5% |
|
|
GFPC
29
Global Financial Private Client
Sarasota,
Florida
| $20.9K | – | – | – |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $20.2K | +$19.9K | +425 | New |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $91 | – | – | – |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$4.1M | -88,102 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$2.75M | -59,089 | Closed |
|
36
Mariner
Overland Park,
Kansas
| – | -$498K | -10,709 | Closed |
|
|
PAG
37
Private Advisor Group
Morristown,
New Jersey
| – | -$208K | -4,473 | Closed |
|
|
IGWM
38
ICA Group Wealth Management
Denver,
Colorado
| – | -$19.8K | -426 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$47 | -1 | Closed |
|
DEW Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2023, worth a combined $61M — down 13% from $70.1M a quarter earlier.
Fund positioning in DEW was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.9M. The largest seller was Jane Street, cutting an estimated $5.2M.
- 33 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $61M of WisdomTree Global High Dividend Fund stock for Q3 2023, down 13% quarter-over-quarter.
- 6 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q3 2023 was Kestra Advisory Services, an estimated $1.9M added.
- The largest WisdomTree Global High Dividend Fund seller in Q3 2023 was Jane Street, an estimated $5.2M sold.
Based on aggregated 13F filings for Q3 2023.