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WisdomTree Global High Dividend Fund

30 hedge funds and large institutions have $55.4M invested in WisdomTree Global High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $56.6M → $55.4M (-$1.16M)

1.16% less ownership

Funds ownership: 51.62%50.45% (-1.2%)

9% less funds holding

Funds holding: 3330 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
13
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1
Joseph Group Capital Management
Ohio
$11.3M -$165K -3,040 -1%
Bank of America
2
Bank of America
North Carolina
$6.37M +$494K +9,082 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$5.89M +$6.12M +112,548 New
LPL Financial
4
LPL Financial
California
$5.56M +$378K +6,961 +7%
Morgan Stanley
5
Morgan Stanley
New York
$4.09M -$351K -6,464 -8%
HI
6
Hudock Inc
Pennsylvania
$3.51M -$10.3K -189 -0.3%
Ameriprise
7
Ameriprise
Minnesota
$3.05M +$556K +10,235 +21%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.92M +$653K +12,008 +27%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.75M +$2.85M +52,502 New
UBS Group
10
UBS Group
Switzerland
$2.59M -$10.2K -188 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.11M -$345K -6,353 -14%
ADL
12
Asset Dedication LLC
California
$1.63M +$30.3K +558 +2%
Wells Fargo
13
Wells Fargo
California
$557K +$23.6K +434 +4%
KAS
14
Kestra Advisory Services
Texas
$492K -$96.3K -1,772 -16%
SIM
15
Stratos Investment Management
Ohio
$406K +$77.9K +1,434 +23%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$331K +$105K +1,936 +44%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$298K +$39.4K +725 +15%
CAM
18
Creekmur Asset Management
Illinois
$292K
VPP
19
Vertex Planning Partners
Illinois
$286K -$8.59K -158 -3%
Jane Street
20
Jane Street
New York
$245K -$1.92M -35,410 -88%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$174K +$543 +10 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$137K -$41.5K -764 -23%
KFI
23
Key Financial Inc
Pennsylvania
$131K +$94K +1,730 +222%
SS
24
SBI Securities
Japan
$120K +$124K +2,287 New
PA
25
Parallel Advisors
California
$85.2K +$217 +4 +0.2%

DEW Hedge Fund Activity: Q4 2024 in Review

30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q4 2024, worth a combined $55.4M — down 2.1% from $56.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DEW and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $2.85M. The largest seller was Jane Street, cutting an estimated $1.92M.

  • 30 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q4 2024, down from 33 in Q3 2024.
  • Funds reported $55.4M of WisdomTree Global High Dividend Fund stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 3 funds opened new WisdomTree Global High Dividend Fund positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree Global High Dividend Fund buyer in Q4 2024 was Bank of New York Mellon, an estimated $2.85M added.
  • The largest WisdomTree Global High Dividend Fund seller in Q4 2024 was Jane Street, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2024.