WisdomTree Middle East Dividend Fund
GULF
GULF was delisted on the 27th of May, 2020.
7 hedge funds and large institutions have $2.29M invested in WisdomTree Middle East Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
18% less capital invested
Capital invested by funds: $2.79M → $2.29M (-$503K)
42% less funds holding
Funds holding: 12 → 7 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$270K |
| 2 |
Morgan Stanley
New York
|
+$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$84.8K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$60.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$796K |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$197K |
| 3 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$13K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.61K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.15M | +$270K | +14,408 | +31% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $447K | +$60.3K | +3,212 | +16% |
|
|
3
Morgan Stanley
New York
| $384K | +$118K | +6,293 | +44% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $176K | -$3.51K | -187 | -2% |
|
|
5
UBS Group
Zurich,
Switzerland
| $89K | +$84.8K | +4,518 | +1,964% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $40K | -$5.61K | -299 | -12% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$796K | -41,951 | Closed |
|
|
8
Verition Fund Management
Greenwich,
Connecticut
| – | -$197K | -10,365 | Closed |
|
|
BWA
9
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$13K | -686 | Closed |
|
|
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$1K | -65 | Closed |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| – | -$570 | -30 | Closed |
|
GULF Hedge Fund Activity: Q4 2018 in Review
7 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q4 2018, worth a combined $2.29M — down 18% from $2.79M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GULF and 0 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $270K. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $796K sold.
- 7 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q4 2018, down from 12 in Q3 2018.
- Funds reported $2.29M of WisdomTree Middle East Dividend Fund stock for Q4 2018, down 18% quarter-over-quarter.
- 0 funds opened new WisdomTree Middle East Dividend Fund positions in Q4 2018 and 5 closed out, a net change of -5 holders.
- The largest WisdomTree Middle East Dividend Fund buyer in Q4 2018 was Jane Street, an estimated $270K added.
- The largest WisdomTree Middle East Dividend Fund seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $796K sold.
Based on aggregated 13F filings for Q4 2018.