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WisdomTree Global High Dividend Fund

29 hedge funds and large institutions have $34.6M invested in WisdomTree Global High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

3% less capital invested

Capital invested by funds: $35.6M → $34.6M (-$961K)

3% less funds holding

Funds holding: 3029 (-1)

9.95% less ownership

Funds ownership: 48.38%38.43% (-10%)

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1
Joseph Group Capital Management
Ohio
$10.3M +$1.41M +30,877 +14%
LWP
2
Legacy Wealth Planning
Nevada
$5.05M -$1.1M -24,105 -16%
LPL Financial
3
LPL Financial
California
$3.95M -$208K -4,560 -5%
Jane Street
4
Jane Street
New York
$2.72M +$3.02M +66,031 New
UBS Group
5
UBS Group
Switzerland
$2.48M +$110K +2,396 +4%
Ameriprise
6
Ameriprise
Minnesota
$2.29M -$16.5K -360 -0.6%
Bank of America
7
Bank of America
North Carolina
$1.37M -$417K -9,118 -22%
ADL
8
Asset Dedication LLC
California
$1.03M +$516K +11,289 +82%
Morgan Stanley
9
Morgan Stanley
New York
$992K +$367K +8,024 +50%
RJA
10
Raymond James & Associates
Florida
$765K -$1.78K -39 -0.2%
GVAG
11
Great Valley Advisor Group
Delaware
$749K -$427K -9,345 -34%
Osaic Holdings
12
Osaic Holdings
Arizona
$543K +$59.2K +1,295 +11%
FTUS
13
Flow Traders U.S.
New York
$458K +$509K +11,138 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$297K
OPS
15
Orion Portfolio Solutions
Nebraska
$257K +$285K +6,245 New
FP
16
Financial Perspectives
Minnesota
$251K
JMPWA
17
JP Morgan Private Wealth Advisors
California
$227K
PAG
18
Private Advisor Group
New Jersey
$207K -$8.87K -194 -4%
Wells Fargo
19
Wells Fargo
California
$191K -$823 -18 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$162K -$594 -13 -0.3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$149K +$57.5K +1,257 +53%
PA
22
Parallel Advisors
California
$68K +$229 +5 +0.3%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$61.3K
APA
24
American Portfolios Advisors
New York
$37.1K +$2.51K +55 +6%
GFPC
25
Global Financial Private Client
Florida
$19.7K

DEW Hedge Fund Activity: Q3 2022 in Review

29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q3 2022, worth a combined $34.6M — down 2.7% from $35.6M a quarter earlier.

Fund positioning in DEW was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.02M. The largest seller was Legacy Wealth Planning, cutting an estimated $1.1M.

  • 29 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q3 2022, down from 30 in Q2 2022.
  • Funds reported $34.6M of WisdomTree Global High Dividend Fund stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 3 funds opened new WisdomTree Global High Dividend Fund positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q3 2022 was Jane Street, an estimated $3.02M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q3 2022 was Legacy Wealth Planning, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2022.