WisdomTree Middle East Dividend Fund
GULF
GULF was delisted on the 27th of May, 2020.
9 hedge funds and large institutions have $1.78M invested in WisdomTree Middle East Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
25% less funds holding
Funds holding: 12 → 9 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
55% less capital invested
Capital invested by funds: $3.94M → $1.78M (-$2.16M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$248K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$171K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.68K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$551 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.73M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$303K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$211K |
| 4 |
Jane Street
New York
|
-$201K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $832K | +$248K | +13,468 | +44% |
|
|
2
Jane Street
New York
| $456K | -$201K | -10,932 | -31% |
|
|
3
UBS Group
Zurich,
Switzerland
| $181K | +$171K | +9,289 | +2,692% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $176K | – | – | – |
|
5
SG Americas Securities
New York
| $121K | -$5.72K | -311 | -5% |
|
6
Bank of America
Charlotte,
North Carolina
| $9K | -$31.6K | -1,720 | -78% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $4K | +$3.68K | +200 | New |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $563 | +$551 | +30 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.73M | -98,513 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$303K | -17,174 | Closed |
|
|
11
Creative Planning
Overland Park,
Kansas
| – | -$211K | -12,000 | Closed |
|
|
12
Verition Fund Management
Greenwich,
Connecticut
| – | -$193K | -10,986 | Closed |
|
|
FAAS
13
First Allied Advisory Services
San Diego,
California
| – | -$1K | -50 | Closed |
|
GULF Hedge Fund Activity: Q1 2018 in Review
9 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q1 2018, worth a combined $1.78M — down 55% from $3.94M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GULF and 2 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $248K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.73M sold.
- 9 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q1 2018, down from 12 in Q4 2017.
- Funds reported $1.78M of WisdomTree Middle East Dividend Fund stock for Q1 2018, down 55% quarter-over-quarter.
- 2 funds opened new WisdomTree Middle East Dividend Fund positions in Q1 2018 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree Middle East Dividend Fund buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $248K added.
- The largest WisdomTree Middle East Dividend Fund seller in Q1 2018 was Susquehanna International Group, an estimated $1.73M sold.
Based on aggregated 13F filings for Q1 2018.