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WisdomTree Global High Dividend Fund

39 hedge funds and large institutions have $60M invested in WisdomTree Global High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3739 (+2)

1.42% more ownership

Funds ownership: 49.81%51.23% (+1.4%)

2% more capital invested

Capital invested by funds: $58.7M → $60M (+$1.33M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
12
Reduced
17
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
$12.5M +$106K +1,916 +0.9%
LPL Financial
2
LPL Financial
California
$7.05M -$64.3K -1,159 -0.9%
SWM
3
Stonebridge Wealth Management
Illinois
$5.33M +$5.18M +93,400 New
Morgan Stanley
4
Morgan Stanley
New York
$4.32M +$90.3K +1,628 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$4.05M +$60K +1,082 +2%
HI
6
Hudock Inc
Pennsylvania
$3.86M -$6.77K -122 -0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.16M -$563K -10,154 -16%
Bank of America
8
Bank of America
North Carolina
$3.05M -$764K -13,769 -20%
Ameriprise
9
Ameriprise
Minnesota
$2.41M -$513K -9,237 -18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.29M -$808K -14,560 -27%
UBS Group
11
UBS Group
Switzerland
$1.93M -$727K -13,107 -28%
ADL
12
Asset Dedication LLC
California
$1.83M +$30.9K +556 +2%
FTUS
13
Flow Traders U.S.
New York
$1.7M +$360K +6,487 +28%
GRP
14
Global Retirement Partners
California
$652K +$633K +11,414 New
Jane Street
15
Jane Street
New York
$616K -$14.5K -262 -2%
KAS
16
Kestra Advisory Services
Texas
$529K -$388K -6,999 -43%
Citadel Advisors
17
Citadel Advisors
Florida
$525K -$1.36M -24,597 -73%
Wells Fargo
18
Wells Fargo
California
$510K -$55 -1 -0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$379K -$72.5K -1,307 -16%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$377K +$111 +2 +0%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$374K +$35.5K +640 +11%
CAM
22
Creekmur Asset Management
Illinois
$292K -$34.5K -621 -11%
VPP
23
Vertex Planning Partners
Illinois
$290K -$21.6K -389 -7%
GS
24
GTS Securities
New York
$266K -$284K -5,116 -52%
IA
25
IFG Advisory
Georgia
$234K +$227K +4,092 New

DEW Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global High Dividend Fund (DEW) for Q2 2025, worth a combined $60M — up 2.3% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEW positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $360K. The largest seller was Citadel Advisors, cutting an estimated $1.36M.

  • 39 institutional investors held WisdomTree Global High Dividend Fund (DEW) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $60M of WisdomTree Global High Dividend Fund stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global High Dividend Fund positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Global High Dividend Fund buyer in Q2 2025 was Flow Traders U.S., an estimated $360K added.
  • The largest WisdomTree Global High Dividend Fund seller in Q2 2025 was Citadel Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2025.