WisdomTree Middle East Dividend Fund
GULF
GULF was delisted on the 27th of May, 2020.
21 hedge funds and large institutions have $8.82M invested in WisdomTree Middle East Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5% less funds holding
Funds holding: 22 → 21 (-1)
32% less capital invested
Capital invested by funds: $13.1M → $8.82M (-$4.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$590K |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$275K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$257K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$143K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$95.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.21M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$783K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$561K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$465K |
| 5 |
Barclays
London,
United Kingdom
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$50K | -2,084 | Closed |
|
27
Envestnet Asset Management
Chicago,
Illinois
| – | -$30K | -1,246 | Closed |
|
28
Parallax Volatility Advisers
San Francisco,
California
| – | +$22 | +1 | New |
|
GULF Hedge Fund Activity: Q4 2014 in Review
21 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q4 2014, worth a combined $8.82M — down 32% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GULF positions and 7 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $590K. The largest seller was Morgan Stanley, cutting an estimated $1.21M.
- 21 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q4 2014, down from 22 in Q3 2014.
- Funds reported $8.82M of WisdomTree Middle East Dividend Fund stock for Q4 2014, down 32% quarter-over-quarter.
- 8 funds opened new WisdomTree Middle East Dividend Fund positions in Q4 2014 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Middle East Dividend Fund buyer in Q4 2014 was Stifel Financial, an estimated $590K added.
- The largest WisdomTree Middle East Dividend Fund seller in Q4 2014 was Morgan Stanley, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2014.