WisdomTree Middle East Dividend Fund
GULF
GULF was delisted on the 27th of May, 2020.
12 hedge funds and large institutions have $2.79M invested in WisdomTree Middle East Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
15% more capital invested
Capital invested by funds: $2.43M → $2.79M (+$362K)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$289K |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$199K |
| 3 |
Jane Street
New York
|
+$40.7K |
| 4 |
Morgan Stanley
New York
|
+$9.01K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$63.1K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$46.1K |
| 3 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
-$40K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $889K | +$40.7K | +2,119 | +5% |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $796K | -$46.1K | -2,398 | -5% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $391K | +$289K | +15,018 | +267% |
|
|
4
Morgan Stanley
New York
| $269K | +$9.01K | +469 | +3% |
|
|
5
Verition Fund Management
Greenwich,
Connecticut
| $197K | +$199K | +10,365 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $182K | +$3.59K | +187 | +2% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $46K | -$2.84K | -148 | -6% |
|
|
BWA
8
BDO Wealth Advisors
Jacksonville,
Florida
| $13K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $4K | -$63.1K | -3,285 | -93% |
|
|
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1K | +$1.25K | +65 | New |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| $570 | – | – | – |
|
|
BRC
12
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$40K | -2,045 | Closed |
|
GULF Hedge Fund Activity: Q3 2018 in Review
12 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q3 2018, worth a combined $2.79M — up 15% from $2.43M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GULF positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Advisor Group, adding an estimated $289K. The largest seller was UBS Group, cutting an estimated $63.1K.
- 12 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q3 2018, up from 11 in Q2 2018.
- Funds reported $2.79M of WisdomTree Middle East Dividend Fund stock for Q3 2018, up 15% quarter-over-quarter.
- 2 funds opened new WisdomTree Middle East Dividend Fund positions in Q3 2018 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Middle East Dividend Fund buyer in Q3 2018 was Advisor Group, an estimated $289K added.
- The largest WisdomTree Middle East Dividend Fund seller in Q3 2018 was UBS Group, an estimated $63.1K sold.
Based on aggregated 13F filings for Q3 2018.