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WisdomTree Global High Dividend Fund

34 hedge funds and large institutions have $85.8M invested in WisdomTree Global High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

13% more funds holding

Funds holding: 3034 (+4)

1% more capital invested

Capital invested by funds: $85.1M → $85.8M (+$714K)

0.53% more ownership

Funds ownership: 62.67%63.2% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
10
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
1
Vertex Planning Partners
Illinois
$23.4M -$306K -6,421 -1%
JGCM
2
Joseph Group Capital Management
Ohio
$12.3M +$532K +11,148 +4%
Bank of America
3
Bank of America
North Carolina
$7.79M -$1.17M -24,586 -13%
LPL Financial
4
LPL Financial
California
$7.09M -$3.03M -63,484 -30%
Morgan Stanley
5
Morgan Stanley
New York
$6.37M +$287K +6,022 +5%
Jane Street
6
Jane Street
New York
$4.29M -$5.47M -114,731 -56%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.78M +$178K +3,722 +5%
OMC
8
Old Mission Capital
Illinois
$3.16M +$3.22M +67,488 New
HI
9
Hudock Inc
Pennsylvania
$2.87M +$2.92M +61,245 New
UBS Group
10
UBS Group
Switzerland
$2.77M -$13.6K -286 -0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.26M +$2.31M +48,369 New
Ameriprise
12
Ameriprise
Minnesota
$1.86M +$216K +4,529 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$1.34M +$1.36M +28,582 New
ADL
14
Asset Dedication LLC
California
$1.27M +$97.5K +2,043 +8%
RJA
15
Raymond James & Associates
Florida
$821K -$50.3K -1,055 -6%
OPS
16
Orion Portfolio Solutions
Nebraska
$727K +$175K +3,664 +31%
BCI
17
Brinker Capital Investments
Pennsylvania
$727K +$741K +15,536 New
Osaic Holdings
18
Osaic Holdings
Arizona
$692K -$166K -3,475 -19%
Wells Fargo
19
Wells Fargo
California
$493K +$13.2K +277 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$344K +$9.3K +195 +3%
FP
21
Financial Perspectives
Minnesota
$286K
JMPWA
22
JP Morgan Private Wealth Advisors
California
$258K
PAG
23
Private Advisor Group
New Jersey
$234K +$238K +4,997 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$214K +$218K +4,565 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$186K +$3.44K +72 +2%

DEW Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q1 2023, worth a combined $85.8M — up 0.84% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DEW positions and 7 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.22M. The largest seller was Jane Street, cutting an estimated $5.47M.

  • 34 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $85.8M of WisdomTree Global High Dividend Fund stock for Q1 2023, up 0.84% quarter-over-quarter.
  • 11 funds opened new WisdomTree Global High Dividend Fund positions in Q1 2023 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q1 2023 was Old Mission Capital, an estimated $3.22M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q1 2023 was Jane Street, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2023.