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WisdomTree Global High Dividend Fund

31 hedge funds and large institutions have $20.2M invested in WisdomTree Global High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $17.7M → $20.2M (+$2.49M)

7% more funds holding

Funds holding: 2931 (+2)

1.12% more ownership

Funds ownership: 29.05%30.17% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.88M +$248K +5,101 +10%
UBS Group
2
UBS Group
Switzerland
$2.84M +$2.2M +45,330 +397%
Ameriprise
3
Ameriprise
Minnesota
$1.98M -$47.3K -974 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.69M +$24.8K +512 +2%
Bank of America
5
Bank of America
North Carolina
$1.67M -$44.3K -912 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.63M +$1.58M +32,500 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.36M +$167K +3,443 +14%
Jane Street
8
Jane Street
New York
$1.25M -$3.43M -70,670 -74%
RJA
9
Raymond James & Associates
Florida
$982K -$35.3K -728 -4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$552K
ADL
11
Asset Dedication LLC
California
$528K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$385K -$43.1K -889 -10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$324K
FP
14
Financial Perspectives
Minnesota
$306K
JMPWA
15
JP Morgan Private Wealth Advisors
California
$276K
PAG
16
Private Advisor Group
New Jersey
$275K -$25K -515 -9%
NFG
17
Next Financial Group
Texas
$255K +$18.2K +376 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$201K +$3.59K +74 +2%
PA
19
Parallel Advisors
California
$193K -$1.99K -41 -1%
Wells Fargo
20
Wells Fargo
California
$160K -$13.3K -275 -8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$129K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$123K +$9.07K +187 +8%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$73.4K +$70.7K +1,456 New
Osaic Holdings
24
Osaic Holdings
Arizona
$59K +$5.92K +122 +12%
GFPC
25
Global Financial Private Client
Florida
$23.4K +$22.7K +468 New

DEW Hedge Fund Activity: Q4 2021 in Review

31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2021, worth a combined $20.2M — up 14% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DEW positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.2M. The largest seller was Jane Street, cutting an estimated $3.43M.

  • 31 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $20.2M of WisdomTree Global High Dividend Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 3 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2021 and 1 closed out, a net change of +2 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2021 was UBS Group, an estimated $2.2M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2021 was Jane Street, an estimated $3.43M sold.

Based on aggregated 13F filings for Q4 2021.