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WisdomTree Global High Dividend Fund

31 hedge funds and large institutions have $23.3M invested in WisdomTree Global High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $20.2M → $23.3M (+$3.11M)

3.34% more ownership

Funds ownership: 30.17%33.5% (+3.3%)

0% more funds holding

Funds holding: 3131 (0)

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1
Great Valley Advisor Group
Delaware
$4.08M +$4.03M +79,846 New
Ameriprise
2
Ameriprise
Minnesota
$3.04M +$1.01M +20,113 +51%
LPL Financial
3
LPL Financial
California
$2.98M +$33.6K +666 +1%
UBS Group
4
UBS Group
Switzerland
$2.87M -$27.2K -539 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$1.72M -$5.65K -112 -0.3%
Bank of America
6
Bank of America
North Carolina
$1.7M -$4.24K -84 -0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.25M -$409K -8,111 -25%
Jane Street
8
Jane Street
New York
$1.13M -$148K -2,936 -12%
RJA
9
Raymond James & Associates
Florida
$953K -$49.8K -988 -5%
ADL
10
Asset Dedication LLC
California
$540K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$356K +$25.2K +500 +8%
FP
12
Financial Perspectives
Minnesota
$312K
JMPWA
13
JP Morgan Private Wealth Advisors
California
$281K
PAG
14
Private Advisor Group
New Jersey
$279K -$2.52K -50 -0.9%
AWS
15
Atria Wealth Solutions
New York
$243K +$240K +4,748 New
Osaic Holdings
16
Osaic Holdings
Arizona
$228K
OPS
17
Orion Portfolio Solutions
Nebraska
$213K +$210K +4,164 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$209K -$183K -3,619 -47%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$206K -$505 -10 -0.2%
Wells Fargo
20
Wells Fargo
California
$158K -$5.04K -100 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$132K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$119K -$5.8K -115 -5%
PA
23
Parallel Advisors
California
$84K -$112K -2,225 -58%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$75K
APA
25
American Portfolios Advisors
New York
$43.3K +$34.6K +685 +420%

DEW Hedge Fund Activity: Q1 2022 in Review

31 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2022, worth a combined $23.3M — up 15% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DEW positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $4.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.36M sold.

  • 31 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $23.3M of WisdomTree Global High Dividend Fund stock for Q1 2022, up 15% quarter-over-quarter.
  • 5 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2022 was Great Valley Advisor Group, an estimated $4.03M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2022 was Citadel Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2022.