We are live on ! Find out more
DEW icon

WisdomTree Global High Dividend Fund

39 hedge funds and large institutions have $25.6M invested in WisdomTree Global High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

1.64% more ownership

Funds ownership: 36.66%38.3% (+1.6%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

26% less capital invested

Capital invested by funds: $34.6M → $25.6M (-$9.02M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
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
$8.44M +$707K +16,295 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.84M +$676K +15,585 +12%
Ameriprise
3
Ameriprise
Minnesota
$2.23M +$768K +17,704 +39%
Bank of America
4
Bank of America
North Carolina
$1.5M -$202K -4,655 -10%
LPL Financial
5
LPL Financial
California
$1.4M +$46.7K +1,076 +3%
Jane Street
6
Jane Street
New York
$1.36M -$484K -11,155 -22%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$875K -$340K -7,830 -23%
AWM
8
AE Wealth Management
Kansas
$596K +$557K +12,823 +277%
SS
9
Simplicity Solutions
Minnesota
$591K +$556K +12,811 +285%
RJA
10
Raymond James & Associates
Florida
$564K +$155K +3,561 +27%
UBS Group
11
UBS Group
Switzerland
$541K -$386K -8,900 -36%
SFG
12
StrategIQ Financial Group
Indiana
$376K -$72.5K -1,670 -13%
CWM
13
Connecticut Wealth Management
Connecticut
$327K -$10.9K -250 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$307K -$52.1K -1,200 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$262K -$220K -5,076 -40%
Citadel Advisors
16
Citadel Advisors
Florida
$228K +$290K +6,672 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$223K
Wells Fargo
18
Wells Fargo
California
$194K -$42.5K -978 -15%
Osaic Holdings
19
Osaic Holdings
Arizona
$121K +$154K +3,548 New
NFG
20
Next Financial Group
Texas
$112K
CAN
21
Claraphi Advisory Network
United States
$85K +$109K +2,504 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$84K +$112K +2,580 New
AF
23
Advisornet Financial
Minnesota
$66K -$79.9K -1,840 -49%
PA
24
Parallel Advisors
California
$65K +$130 +3 +0.2%
IA
25
IFP Advisors
Florida
$46K +$521 +12 +0.9%

DEW Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2020, worth a combined $25.6M — down 26% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DEW positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $768K. The largest seller was Jane Street, cutting an estimated $484K.

  • 39 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $25.6M of WisdomTree Global High Dividend Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 8 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2020 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2020 was Ameriprise, an estimated $768K added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2020 was Jane Street, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2020.