WisdomTree Global High Dividend Fund
DEW
33 hedge funds and large institutions have $56.6M invested in WisdomTree Global High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
13% more capital invested
Capital invested by funds: $50.1M → $56.6M (+$6.51M)
1.56% more ownership
Funds ownership: 50.06% → 51.62% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 35 → 33 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.37M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$735K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$418K |
| 4 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$326K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$802K |
| 2 |
GS
GTS Securities
New York
|
-$564K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$518K |
| 4 |
Morgan Stanley
New York
|
-$326K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $182K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $89K | +$212 | +4 | +0.2% |
|
|
CA
28
Clearstead Advisors
Cleveland,
Ohio
| $73.6K | +$530 | +10 | +0.8% |
|
|
WP
29
WealthShield Partners
Cary,
North Carolina
| $45.8K | -$1.7K | -32 | -4% |
|
|
KFI
30
Key Financial Inc
West Chester,
Pennsylvania
| $42.7K | +$3.34K | +63 | +9% |
|
|
GFPC
31
Global Financial Private Client
Sarasota,
Florida
| $25.7K | – | – | – |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $19.8K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $15.5K | – | – | – |
|
|
GS
34
GTS Securities
New York
| – | -$564K | -11,276 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$518K | -10,361 | Closed |
|
|
OWA
36
Opal Wealth Advisors
Jericho,
New York
| – | -$3.15K | -63 | Closed |
|
DEW Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2024, worth a combined $56.6M — up 13% from $50.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DEW and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.
The largest buyer was Jane Street, adding an estimated $1.37M. The largest seller was Bank of America, cutting an estimated $802K.
- 33 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2024, down from 35 in Q2 2024.
- Funds reported $56.6M of WisdomTree Global High Dividend Fund stock for Q3 2024, up 13% quarter-over-quarter.
- 2 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Global High Dividend Fund buyer in Q3 2024 was Jane Street, an estimated $1.37M added.
- The largest WisdomTree Global High Dividend Fund seller in Q3 2024 was Bank of America, an estimated $802K sold.
Based on aggregated 13F filings for Q3 2024.