WisdomTree Global High Dividend Fund
DEW
28 hedge funds and large institutions have $32.5M invested in WisdomTree Global High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
52% more capital invested
Capital invested by funds: $21.4M → $32.5M (+$11.1M)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
9.55% more ownership
Funds ownership: 31.82% → 41.37% (+9.6%)
7% less funds holding
Funds holding: 30 → 28 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10M |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$515K |
| 3 |
LPL Financial
San Diego,
California
|
+$469K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$372K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$490K |
| 2 |
Morgan Stanley
New York
|
-$483K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$221K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$89.9K |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$87.7K |
DEW Hedge Fund Activity: Q2 2021 in Review
28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2021, worth a combined $32.5M — up 52% from $21.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DEW and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Envestnet Asset Management, adding an estimated $10M. The largest seller was Bank of New York Mellon, cutting an estimated $490K.
- 28 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2021, down from 30 in Q1 2021.
- Funds reported $32.5M of WisdomTree Global High Dividend Fund stock for Q2 2021, up 52% quarter-over-quarter.
- 2 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2021 and 4 closed out, a net change of -2 holders.
- The largest WisdomTree Global High Dividend Fund buyer in Q2 2021 was Envestnet Asset Management, an estimated $10M added.
- The largest WisdomTree Global High Dividend Fund seller in Q2 2021 was Bank of New York Mellon, an estimated $490K sold.
Based on aggregated 13F filings for Q2 2021.