We are live on ! Find out more
DEW icon

WisdomTree Global High Dividend Fund

37 hedge funds and large institutions have $70.2M invested in WisdomTree Global High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $61M → $70.2M (+$9.19M)

12% more funds holding

Funds holding: 3337 (+4)

6.67% more ownership

Funds ownership: 57.24%63.91% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1
Joseph Group Capital Management
Ohio
$14.8M +$519K +11,272 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M +$5.23M +113,639 +74%
LPL Financial
3
LPL Financial
California
$7.35M -$2.49M -54,136 -26%
Bank of America
4
Bank of America
North Carolina
$7.05M -$70.3K -1,528 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.32M +$144K +3,138 +4%
Jane Street
6
Jane Street
New York
$3.77M +$1.07M +23,345 +43%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.12M +$2.03M +44,195 +224%
HI
8
Hudock Inc
Pennsylvania
$3.1M +$27.8K +604 +1%
UBS Group
9
UBS Group
Switzerland
$2.65M +$6.95K +151 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$1.96M -$101K -2,203 -5%
FTUS
11
Flow Traders U.S.
New York
$1.52M +$1.43M +31,118 New
ADL
12
Asset Dedication LLC
California
$1.33M
Citadel Advisors
13
Citadel Advisors
Florida
$1.01M +$955K +20,756 New
OMC
14
Old Mission Capital
Illinois
$765K +$722K +15,677 New
RJA
15
Raymond James & Associates
Florida
$764K -$55.2K -1,200 -7%
Wells Fargo
16
Wells Fargo
California
$519K -$49.9K -1,084 -9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$378K +$1.93K +42 +0.5%
KAS
18
Kestra Advisory Services
Texas
$375K -$1.51M -32,730 -81%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$367K +$347K +7,529 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$354K +$334K +7,256 New
VPP
21
Vertex Planning Partners
Illinois
$341K -$240K -5,221 -43%
FP
22
Financial Perspectives
Minnesota
$298K
JFG
23
Jefferies Financial Group
New York
$283K -$3.68K -80 -1%
SIM
24
Stratos Investment Management
Ohio
$222K +$210K +4,557 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$188K +$1.7K +37 +1%

DEW Hedge Fund Activity: Q4 2023 in Review

37 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2023, worth a combined $70.2M — up 15% from $61M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DEW positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.23M. The largest seller was LPL Financial, cutting an estimated $2.49M.

  • 37 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $70.2M of WisdomTree Global High Dividend Fund stock for Q4 2023, up 15% quarter-over-quarter.
  • 9 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.23M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2023 was LPL Financial, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2023.