We are live on ! Find out more
DEW icon

WisdomTree Global High Dividend Fund

30 hedge funds and large institutions have $85.1M invested in WisdomTree Global High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 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

146% more capital invested

Capital invested by funds: $34.6M → $85.1M (+$50.4M)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

24.24% more ownership

Funds ownership: 38.43%62.67% (+24%)

3% more funds holding

Funds holding: 2930 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
1
Vertex Planning Partners
Illinois
$23.7M +$22.9M +506,358 New
JGCM
2
Joseph Group Capital Management
Ohio
$11.8M +$114K +2,511 +1%
LPL Financial
3
LPL Financial
California
$10.1M +$5.38M +118,920 +124%
Jane Street
4
Jane Street
New York
$9.66M +$6.35M +140,426 +213%
Bank of America
5
Bank of America
North Carolina
$8.94M +$7.14M +157,861 +475%
Morgan Stanley
6
Morgan Stanley
New York
$6.09M +$4.79M +105,931 +439%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.61M +$3.49M +77,122 New
UBS Group
8
UBS Group
Switzerland
$2.79M -$34.1K -753 -1%
Ameriprise
9
Ameriprise
Minnesota
$1.65M -$1.08M -23,855 -40%
ADL
10
Asset Dedication LLC
California
$1.18M
FTUS
11
Flow Traders U.S.
New York
$1.14M +$602K +13,309 +119%
RJA
12
Raymond James & Associates
Florida
$871K
Osaic Holdings
13
Osaic Holdings
Arizona
$855K +$229K +5,073 +38%
OPS
14
Orion Portfolio Solutions
Nebraska
$556K +$255K +5,627 +90%
Wells Fargo
15
Wells Fargo
California
$480K +$254K +5,619 +121%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$335K -$2.85K -63 -0.9%
FP
17
Financial Perspectives
Minnesota
$286K
JMPWA
18
JP Morgan Private Wealth Advisors
California
$258K
JFG
19
Jefferies Financial Group
New York
$225K +$218K +4,812 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$183K -$2.04K -45 -1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$168K -$1.36K -30 -0.8%
PA
22
Parallel Advisors
California
$77.2K +$90 +2 +0.1%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$68.1K
GFPC
24
Global Financial Private Client
Florida
$21.9K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$13K

DEW Hedge Fund Activity: Q4 2022 in Review

30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2022, worth a combined $85.1M — up 146% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DEW positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $7.14M. The largest seller was Ameriprise, cutting an estimated $1.08M.

  • 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2022, up from 29 in Q3 2022.
  • Funds reported $85.1M of WisdomTree Global High Dividend Fund stock for Q4 2022, up 146% quarter-over-quarter.
  • 5 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $7.14M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2022 was Ameriprise, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2022.