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GULF

WisdomTree Middle East Dividend Fund
GULF

Delisted

GULF was delisted on the 27th of May, 2020.

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24 hedge funds and large institutions have $11.3M invested in WisdomTree Middle East Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

174% more capital invested

Capital invested by funds: $4.11M → $11.3M (+$7.16M)

71% more funds holding

Funds holding: 14 → 24 (+10)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Mizuho Asset Management
Japan
+$1.87M
2
Morgan Stanley
Morgan Stanley
New York
+$1.19M
3
Millennium Management
Millennium Management
New York
+$1.09M
4
MFS
MSI Financial Services
Massachusetts
+$855K
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$710K

Top Sellers

Rank Fund Capital Flow
1
AG
Ashmore Group
United Kingdom
-$546K
2
BCM
Bluefin Capital Management
New York
-$445K
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$277K
4
AIG
American International Group
New York
-$82.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1
Mizuho Asset Management
Japan
$1.94M +$1.87M +85,800 New
Morgan Stanley
2
Morgan Stanley
New York
$1.72M +$1.19M +54,844 +258%
Millennium Management
3
Millennium Management
New York
$1.13M +$1.09M +50,000 New
DCM
4
Driehaus Capital Management
Illinois
$911K – – –
MFS
5
MSI Financial Services
Massachusetts
$886K +$855K +39,283 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$735K +$710K +32,602 New
VKH
7
Virtu KCG Holdings
New York
$706K +$432K +19,823 +169%
JP Morgan Chase
8
JP Morgan Chase
New York
$553K +$176K +8,084 +49%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$519K +$501K +23,015 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$510K +$39.4K +1,808 +9%
Barclays
11
Barclays
United Kingdom
$403K +$43.8K +2,012 +12%
Bank of America
12
Bank of America
North Carolina
$338K +$268K +12,300 +458%
X
13
Xponance
Pennsylvania
$268K +$259K +11,890 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$223K +$205K +9,400 +1,880%
CC
15
Columbia Capital
California
$183K +$2.9K +133 +2%
Creative Planning
16
Creative Planning
Kansas
$104K +$100K +4,591 New
Ameriprise
17
Ameriprise
Minnesota
$45K +$43.7K +2,006 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$26K +$25.3K +1,162 New
Wells Fargo
19
Wells Fargo
California
$25K +$24.1K +1,106 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$25K +$24.5K +1,123 New
U
21
UBS
Switzerland
$19K – – –
AIG
22
American International Group
New York
$11.4K -$82.6K -3,795 -88%
TRCT
23
Tower Research Capital (TRC)
New York
$4K +$3.57K +164 New
AG
24
Ashmore Group
United Kingdom
$43 -$546K -25,096 -93%
BCM
25
Bluefin Capital Management
New York
– -$445K -22,187 Closed
1
2

GULF Hedge Fund Activity: Q1 2014 in Review

24 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q1 2014, worth a combined $11.3M — up 174% from $4.11M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GULF positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Mizuho Asset Management, opening a new position worth an estimated $1.87M. The largest seller was Ashmore Group, cutting an estimated $546K.

  • 24 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q1 2014, up from 14 in Q4 2013.
  • Funds reported $11.3M of WisdomTree Middle East Dividend Fund stock for Q1 2014, up 174% quarter-over-quarter.
  • 12 funds opened new WisdomTree Middle East Dividend Fund positions in Q1 2014 and 2 closed out, a net change of +10 holders.
  • The largest WisdomTree Middle East Dividend Fund buyer in Q1 2014 was Mizuho Asset Management, an estimated $1.87M added.
  • The largest WisdomTree Middle East Dividend Fund seller in Q1 2014 was Ashmore Group, an estimated $546K sold.

Based on aggregated 13F filings for Q1 2014.