We are live on ! Find out more
DEW icon

WisdomTree Global High Dividend Fund

29 hedge funds and large institutions have $22.8M invested in WisdomTree Global High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $22.8M → $22.8M (+$89K)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.45% less ownership

Funds ownership: 35.37%34.92% (-0.45%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.19M +$33K +813 +0.6%
Jane Street
2
Jane Street
New York
$4.66M +$4.12M +101,695 +1,425%
Ameriprise
3
Ameriprise
Minnesota
$1.93M -$774K -19,084 -30%
Morgan Stanley
4
Morgan Stanley
New York
$1.9M -$6.32M -155,749 -78%
LPL Financial
5
LPL Financial
California
$1.58M -$89.7K -2,212 -6%
Bank of America
6
Bank of America
North Carolina
$1.4M -$159K -3,917 -11%
Citadel Advisors
7
Citadel Advisors
Florida
$975K +$924K +22,793 New
RJA
8
Raymond James & Associates
Florida
$969K +$170K +4,195 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$566K +$267K +6,585 +99%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$429K -$1.32M -32,474 -76%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$409K
UBS Group
12
UBS Group
Switzerland
$351K -$74.3K -1,831 -18%
CWM
13
Connecticut Wealth Management
Connecticut
$273K
JMPWA
14
JP Morgan Private Wealth Advisors
California
$236K
Wells Fargo
15
Wells Fargo
California
$218K -$46.9K -1,156 -19%
APA
16
American Portfolios Advisors
New York
$209K +$196K +4,830 +7,667%
NFG
17
Next Financial Group
Texas
$168K +$21.6K +533 +16%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$110K
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$87K -$1.74K -43 -2%
PA
20
Parallel Advisors
California
$72K +$162 +4 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$45K -$24.3K -600 -36%
SFS
22
Sowell Financial Services
Arkansas
$32K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$12K -$973 -24 -8%
IA
24
IFP Advisors
Florida
$11K -$42.6K -1,050 -80%
WEC
25
Winslow Evans & Crocker
Massachusetts
$4K

DEW Hedge Fund Activity: Q4 2020 in Review

29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2020, worth a combined $22.8M — up 0.39% from $22.8M a quarter earlier.

Fund positioning in DEW was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $4.12M. The largest seller was Morgan Stanley, cutting an estimated $6.32M.

  • 29 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $22.8M of WisdomTree Global High Dividend Fund stock for Q4 2020, up 0.39% quarter-over-quarter.
  • 2 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2020 was Jane Street, an estimated $4.12M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2020 was Morgan Stanley, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2020.