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WisdomTree Global High Dividend Fund

34 hedge funds and large institutions have $44.3M invested in WisdomTree Global High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

21% more funds holding

Funds holding: 2834 (+6)

13% more capital invested

Capital invested by funds: $39.1M → $44.3M (+$5.21M)

2.57% less ownership

Funds ownership: 39.53%36.96% (-2.6%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.7M +$371K +7,786 +3%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.77M -$5.55M -116,571 Closed
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.69M +$84.3K +1,772 +2%
Bank of America
4
Bank of America
North Carolina
$4.46M +$53.1K +1,116 +1%
SFG
5
StrategIQ Financial Group
Indiana
$2.88M +$2.82M +59,260 New
Morgan Stanley
6
Morgan Stanley
New York
$1.68M +$195K +4,100 +13%
Ameriprise
7
Ameriprise
Minnesota
$1.57M +$724K +15,219 +89%
Wells Fargo
8
Wells Fargo
California
$1.52M +$319K +6,703 +27%
UBS Group
9
UBS Group
Switzerland
$1.13M -$66.6K -1,399 -6%
Jane Street
10
Jane Street
New York
$891K -$1.24M -26,088 -59%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$848K -$694K -14,573 -45%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$660K +$648K +13,615 New
JMPWA
13
JP Morgan Private Wealth Advisors
California
$437K -$78.5K -1,650 -15%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$418K +$38.1K +800 +10%
HHGA
15
Halbert Hargrove Global Advisors
California
$415K -$157K -3,308 -28%
EAM
16
Evanson Asset Management
California
$344K +$2.57K +54 +0.8%
DADC
17
D.A. Davidson & Co
Montana
$340K +$96.4K +2,026 +41%
AF
18
Advisornet Financial
Minnesota
$288K +$283K +5,943 New
RJA
19
Raymond James & Associates
Florida
$266K
VFP
20
Verus Financial Partners
Virginia
$254K +$250K +5,246 New
WLIM
21
White Lighthouse Investment Management
Massachusetts
$253K +$249K +5,225 New
CF
22
Centaurus Financial
California
$249K +$245K +5,141 New
IA
23
IFP Advisors
Florida
$76K +$4.95K +104 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$69K -$60.3K -1,266 -47%
KPCM
25
Kings Point Capital Management
New York
$68K +$66.6K +1,400 New

DEW Hedge Fund Activity: Q4 2017 in Review

34 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2017, worth a combined $44.3M — up 13% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DEW positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was StrategIQ Financial Group, opening a new position worth an estimated $2.82M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.55M sold.

  • 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $44.3M of WisdomTree Global High Dividend Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 10 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2017 and 4 closed out, a net change of +6 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2017 was StrategIQ Financial Group, an estimated $2.82M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2017 was Thrivent Financial for Lutherans, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2017.