WisdomTree Middle East Dividend Fund
GULF
GULF was delisted on the 27th of May, 2020.
13 hedge funds and large institutions have $6M invested in WisdomTree Middle East Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 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
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
32% more capital invested
Capital invested by funds: $4.54M → $6M (+$1.46M)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$1.23M |
| 2 |
Jane Street
New York
|
+$596K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$339K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$241K |
| 5 |
Morgan Stanley
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$62.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$623 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
1
Cabana LLC
Fayetteville,
Arkansas
| $2.27M | +$1.23M | +59,146 | +116% |
|
|
2
Morgan Stanley
New York
| $1.06M | +$224K | +10,804 | +26% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $829K | +$339K | +16,341 | +68% |
|
|
4
Jane Street
New York
| $823K | +$596K | +28,721 | +248% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $247K | -$62.5K | -3,012 | -20% |
|
|
PWM
6
Perigon Wealth Management
San Francisco,
California
| $237K | +$241K | +11,625 | New |
|
|
CL
7
CPWM LLC
Seattle,
Washington
| $204K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $192K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $55K | +$56.3K | +2,712 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| $43K | -$623 | -30 | -1% |
|
11
Wells Fargo
San Francisco,
California
| $22K | +$21 | +1 | +0.1% |
|
|
12
UBS Group
Zurich,
Switzerland
| $14K | -$20.6K | -992 | -58% |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$1.16M | -57,497 | Closed |
|
GULF Hedge Fund Activity: Q2 2019 in Review
13 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Middle East Dividend Fund (GULF) for Q2 2019, worth a combined $6M — up 32% from $4.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GULF positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Cabana LLC, adding an estimated $1.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.16M sold.
- 13 institutional investors held WisdomTree Middle East Dividend Fund (GULF) as of Q2 2019, up from 12 in Q1 2019.
- Funds reported $6M of WisdomTree Middle East Dividend Fund stock for Q2 2019, up 32% quarter-over-quarter.
- 2 funds opened new WisdomTree Middle East Dividend Fund positions in Q2 2019 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Middle East Dividend Fund buyer in Q2 2019 was Cabana LLC, an estimated $1.23M added.
- The largest WisdomTree Middle East Dividend Fund seller in Q2 2019 was Citadel Advisors, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2019.