WisdomTree Global High Dividend Fund
DEW
29 hedge funds and large institutions have $31.2M invested in WisdomTree Global High Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
28% more capital invested
Capital invested by funds: $24.4M → $31.2M (+$6.82M)
12% more funds holding
Funds holding: 26 → 29 (+3)
6.84% more ownership
Funds ownership: 21.06% → 27.89% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$204K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$80.5K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$46.7K |
| 4 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
+$44.9K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$22.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.33M |
| 2 |
Morgan Stanley
New York
|
-$548K |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$251K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$228K |
| 5 |
LPL Financial
San Diego,
California
|
-$171K |
DEW Hedge Fund Activity: Q4 2014 in Review
29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2014, worth a combined $31.2M — up 28% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DEW positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $204K. The largest seller was Bank of America, cutting an estimated $1.33M.
- 29 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2014, up from 26 in Q3 2014.
- Funds reported $31.2M of WisdomTree Global High Dividend Fund stock for Q4 2014, up 28% quarter-over-quarter.
- 7 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2014 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q4 2014 was Wells Fargo, an estimated $204K added.
- The largest WisdomTree Global High Dividend Fund seller in Q4 2014 was Bank of America, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2014.