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WisdomTree Global High Dividend Fund
DEW

37 hedge funds and large institutions have $49.1M invested in WisdomTree Global High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $44.3M → $49.1M (+$4.74M)

9% more funds holding

Funds holding: 34 → 37 (+3)

4.6% more ownership

Funds ownership: 36.96% → 41.57% (+4.6%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMG
Smart Money Group
Texas
+$2.71M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.87M
3
Jane Street
Jane Street
New York
+$778K
4
LPL Financial
LPL Financial
California
+$596K
5
Citadel Advisors
Citadel Advisors
Florida
+$528K

Top Sellers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
-$340K
2
CF
Centaurus Financial
California
-$249K
3
HHGA
Halbert Hargrove Global Advisors
California
-$133K
4
Morgan Stanley
Morgan Stanley
New York
-$50K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$48.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$13.7M +$596K +12,356 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.61M +$167K +3,459 +3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$5.54M – – –
Bank of America
4
Bank of America
North Carolina
$4.25M -$29.5K -611 -0.7%
SFG
5
StrategIQ Financial Group
Indiana
$2.88M +$131K +2,712 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.62M +$1.87M +38,773 +222%
SMG
7
Smart Money Group
Texas
$2.61M +$2.71M +56,116 New
Ameriprise
8
Ameriprise
Minnesota
$1.77M +$274K +5,691 +18%
Jane Street
9
Jane Street
New York
$1.61M +$778K +16,146 +88%
Morgan Stanley
10
Morgan Stanley
New York
$1.56M -$50K -1,036 -3%
Wells Fargo
11
Wells Fargo
California
$1.5M +$43.8K +908 +3%
UBS Group
12
UBS Group
Switzerland
$1.12M +$34.8K +721 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$589K -$46.3K -960 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$510K +$528K +10,951 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$444K +$460K +9,550 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$388K -$14.2K -295 -3%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$373K -$48.2K -1,000 -11%
EAM
18
Evanson Asset Management
California
$334K +$4.29K +89 +1%
AF
19
Advisornet Financial
Minnesota
$273K -$3.23K -67 -1%
HHGA
20
Halbert Hargrove Global Advisors
California
$270K -$133K -2,758 -32%
VFP
21
Verus Financial Partners
Virginia
$244K – – –
WLIM
22
White Lighthouse Investment Management
Massachusetts
$225K -$19.3K -400 -8%
RJA
23
Raymond James & Associates
Florida
$209K -$48.2K -1,000 -18%
WDL
24
Well Done LLC
Michigan
$128K +$133K +2,760 New
IA
25
IFP Advisors
Florida
$76K – – –
1
2

DEW Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2018, worth a combined $49.1M — up 11% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEW positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Smart Money Group, opening a new position worth an estimated $2.71M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $340K sold.

  • 37 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $49.1M of WisdomTree Global High Dividend Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2018 was Smart Money Group, an estimated $2.71M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2018 was D.A. Davidson & Co, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2018.