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WisdomTree Global High Dividend Fund

38 hedge funds and large institutions have $34.6M invested in WisdomTree Global High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

12% more funds holding

Funds holding: 3438 (+4)

4% more capital invested

Capital invested by funds: $33.4M → $34.6M (+$1.23M)

0.52% less ownership

Funds ownership: 37.19%36.66% (-0.52%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$345K +7,298 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.1M +$243K +5,138 +4%
Jane Street
3
Jane Street
New York
$2.46M +$1.26M +26,613 +109%
Bank of America
4
Bank of America
North Carolina
$2.35M -$213K -4,505 -8%
Ameriprise
5
Ameriprise
Minnesota
$2.19M +$150K +3,178 +8%
LPL Financial
6
LPL Financial
California
$1.93M +$128K +2,707 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.62M -$722K -15,291 -31%
UBS Group
8
UBS Group
Switzerland
$1.2M +$26.5K +561 +2%
RJA
9
Raymond James & Associates
Florida
$628K -$1.75K -37 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$616K -$190K -4,032 -24%
SFG
11
StrategIQ Financial Group
Indiana
$613K -$802K -16,983 -57%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$493K +$481K +10,195 New
CWM
13
Connecticut Wealth Management
Connecticut
$476K -$59.5K -1,260 -11%
VF
14
Virtu Financial
New York
$332K -$1.7K -36 -0.5%
Wells Fargo
15
Wells Fargo
California
$322K +$7.51K +159 +2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$316K
WS
17
Wedbush Securities
California
$257K
AWM
18
AE Wealth Management
Kansas
$224K +$219K +4,633 New
SS
19
Simplicity Solutions
Minnesota
$217K +$212K +4,495 New
AF
20
Advisornet Financial
Minnesota
$182K +$101K +2,143 +133%
NFG
21
Next Financial Group
Texas
$158K
TCWM
22
Total Clarity Wealth Management
Illinois
$146K +$143K +3,018 New
WCG
23
Weaver Consulting Group
California
$101K
PA
24
Parallel Advisors
California
$93K +$11.9K +253 +15%
IFWM
25
Institute for Wealth Management
Colorado
$84K +$82K +1,737 New

DEW Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2019, worth a combined $34.6M — up 3.7% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DEW positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.26M. The largest seller was Canal Capital Management, exiting entirely with an estimated $1.13M sold.

  • 38 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $34.6M of WisdomTree Global High Dividend Fund stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2019 was Jane Street, an estimated $1.26M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2019 was Canal Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2019.