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GULF

WisdomTree Middle East Dividend Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2221 (-1)

32% less capital invested

Capital invested by funds: $13.1M → $8.82M (-$4.25M)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.12M -$465K -20,745 -17%
MAM
2
Mizuho Asset Management
Japan
$1.75M
Morgan Stanley
3
Morgan Stanley
New York
$1.14M -$1.21M -54,141 -49%
MFS
4
MSI Financial Services
Massachusetts
$1.05M +$257K +11,481 +29%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$539K +$22.7K +1,015 +4%
Stifel Financial
6
Stifel Financial
Missouri
$538K +$590K +26,334 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$378K +$143K +6,402 +53%
JP Morgan Chase
8
JP Morgan Chase
New York
$270K -$72.2K -3,224 -20%
BCM
9
Bluefin Capital Management
New York
$250K +$275K +12,264 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$244K -$90.1K -4,020 -25%
X
11
Xponance
Pennsylvania
$242K
Wells Fargo
12
Wells Fargo
California
$100K +$95.6K +4,265 +672%
TRCT
13
Tower Research Capital (TRC)
New York
$85K +$83.5K +3,726 +871%
UBS Group
14
UBS Group
Switzerland
$67K +$73K +3,257 New
AIG
15
American International Group
New York
$34.5K
Creative Planning
16
Creative Planning
Kansas
$8K +$9.05K +404 New
RC
17
RegentAtlantic Capital
New Jersey
$4.08K +$4.48K +200 New
RFA
18
Reilly Financial Advisors
California
$4K
Canada Life
19
Canada Life
Manitoba, Canada
$3K +$2.96K +132 New
BRWA
20
B. Riley Wealth Advisors
Florida
$6 +$6.72K +300 New
COLIM
21
City of London Investment Management
United Kingdom
-$783K -32,472 Closed
VKH
22
Virtu KCG Holdings
New York
-$561K -23,330 Closed
Barclays
23
Barclays
United Kingdom
-$340K -14,185 Closed
LPL Financial
24
LPL Financial
California
-$268K -11,103 Closed
S
25
SignatureFD
Georgia
-$193K -8,000 Closed

GULF Hedge Fund Activity: Q4 2014 in Review

21 of the 3,749 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.