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WisdomTree Global High Dividend Fund

35 hedge funds and large institutions have $50.1M invested in WisdomTree Global High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.88% less ownership

Funds ownership: 56.94%50.06% (-6.9%)

15% less funds holding

Funds holding: 4135 (-6)

21% less capital invested

Capital invested by funds: $63.7M → $50.1M (-$13.6M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1
Joseph Group Capital Management
Ohio
$10.6M +$3.88K +77 +0%
Bank of America
2
Bank of America
North Carolina
$6.39M -$211K -4,191 -3%
LPL Financial
3
LPL Financial
California
$4.72M -$25K -497 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$4.54M -$1.37M -27,181 -23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.45M -$41.4K -821 -0.9%
HI
6
Hudock Inc
Pennsylvania
$3.18M -$16.5K -328 -0.5%
UBS Group
7
UBS Group
Switzerland
$2.53M +$8.16K +162 +0.3%
Ameriprise
8
Ameriprise
Minnesota
$2.46M +$249K +4,940 +11%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.45M +$2.11M +41,918 +593%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.5M +$335K +6,653 +29%
ADL
11
Asset Dedication LLC
California
$1.46M
RJA
12
Raymond James & Associates
Florida
$755K -$201 -4 -0%
Jane Street
13
Jane Street
New York
$711K -$5.75M -114,139 -89%
GS
14
GTS Securities
New York
$564K +$568K +11,276 New
Wells Fargo
15
Wells Fargo
California
$536K +$5.44K +108 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$518K -$433K -8,606 -45%
KAS
17
Kestra Advisory Services
Texas
$429K +$42.9K +852 +11%
SIM
18
Stratos Investment Management
Ohio
$301K +$77.7K +1,543 +34%
VPP
19
Vertex Planning Partners
Illinois
$281K -$69.1K -1,372 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$259K -$120K -2,378 -31%
CAM
21
Creekmur Asset Management
Illinois
$246K +$65.2K +1,295 +36%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$242K +$1.51K +30 +0.6%
Prudential Financial
23
Prudential Financial
New Jersey
$231K +$1.51K +30 +0.7%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$166K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$164K -$20.8K -412 -11%

DEW Hedge Fund Activity: Q2 2024 in Review

35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2024, worth a combined $50.1M — down 21% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DEW and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.11M. The largest seller was Jane Street, cutting an estimated $5.75M.

  • 35 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2024, down from 41 in Q1 2024.
  • Funds reported $50.1M of WisdomTree Global High Dividend Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 4 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2024 and 9 closed out, a net change of -5 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $2.11M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q2 2024 was Jane Street, an estimated $5.75M sold.

Based on aggregated 13F filings for Q2 2024.