WisdomTree Global High Dividend Fund (DEW) Institutional Ownership

$52.00
+0.14 (+0.27%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Global High Dividend Fund (NYSEARCA:DEW)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$11.03M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$114.58K
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DEW Institutional Buying and Selling by Quarter

WisdomTree Global High Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Creekmur Asset Management LLC3,626$184K0.1%N/A0.177%
5/16/2024 Jane Street Group LLC128,342$6.53M0.0%+66.3%6.261%
5/2/2024 Hudock Inc.63,894$3.25M0.7%+0.6%2.972%
4/23/2024 Raymond James Financial Services Advisors Inc.89,684$4.56M0.0%+1.3%4.171%
2/13/2024 Joseph Group Capital Management303,155$14.80M8.6%+3.9%12.374%
2/1/2024 CWM LLC7,529$367K0.0%N/A0.307%
1/24/2024 Stratos Investment Management LLC4,557$222K0.0%N/A0.186%
1/22/2024 Hudock Inc.63,502$3.10M0.7%+1.0%2.592%
1/16/2024 Raymond James Financial Services Advisors Inc.88,533$4.32M0.0%+3.7%3.614%
1/16/2024 Raymond James & Associates15,661$764K0.0%-7.1%0.639%
11/13/2023 Joseph Group Capital Management291,883$13.23M9.5%+4.5%11.914%
11/13/2023 LPL Financial LLC204,634$9.28M0.0%+2.4%8.352%
11/13/2023 Kestra Advisory Services LLC40,417$1.83M0.0%N/A1.650%
11/9/2023 UBS Group AG54,044$2.45M0.0%+0.6%2.206%
11/6/2023 Hudock Inc.62,898$2.85M0.7%+1.5%2.567%
11/1/2023 Orion Portfolio Solutions LLC18,805$853K0.0%+5.0%0.768%
10/24/2023 Bank of New York Mellon Corp19,768$896K0.0%N/A0.807%
10/24/2023 Raymond James Financial Services Advisors Inc.85,395$3.87M0.0%+1.8%3.486%
10/24/2023 Raymond James & Associates16,861$764K0.0%-2.1%0.688%
8/10/2023 Joseph Group Capital Management279,357$13.00M10.9%+5.9%11.402%
8/10/2023 Private Advisor Group LLC4,473$208K0.0%-10.5%0.183%
7/31/2023 LPL Financial LLC199,878$9.30M0.0%+31.9%8.158%
7/31/2023 Hudock Inc.61,958$2.88M0.7%+1.2%2.529%
7/25/2023 Raymond James Financial Services Advisors Inc.83,903$3.90M0.0%+3.8%3.425%
7/25/2023 Raymond James & Associates17,218$801K0.0%-1.9%0.703%
7/13/2023 Cambridge Investment Research Advisors Inc.7,698$358K0.0%+4.6%0.314%
5/10/2023 LPL Financial LLC151,482$7.09M0.0%-29.5%5.224%
5/8/2023 Hudock Inc.61,245$2.87M0.7%N/A2.112%
5/4/2023 Joseph Group Capital Management263,808$12.35M10.8%+4.4%9.097%
4/24/2023 Asset Dedication LLC27,175$1.27M0.1%+8.1%0.937%
4/14/2023 Raymond James Financial Services Advisors Inc.80,844$3.78M0.0%+4.8%2.788%
4/14/2023 Raymond James & Associates17,550$821K0.0%-5.7%0.605%
2/9/2023 Joseph Group Capital Management252,660$11.83M11.2%+1.0%8.712%
2/8/2023 Raymond James Financial Services Advisors Inc.77,122$3.61M0.0%N/A2.659%
2/8/2023 UBS Group AG59,515$2.79M0.0%-1.2%2.052%
2/8/2023 Orion Portfolio Solutions LLC11,872$556K0.0%+90.1%0.409%
2/7/2023 LPL Financial LLC214,966$10.06M0.0%+123.8%7.413%
2/6/2023 Vertex Planning Partners LLC506,358$23.70M9.2%N/A17.461%
11/15/2022 Flow Traders U.S. LLC11,138$458K0.0%N/A0.446%
11/10/2022 UBS Group AG60,268$2.48M0.0%+4.1%2.411%
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11/9/2022 Joseph Group Capital Management250,149$10.29M11.2%+14.1%10.006%
11/9/2022 Orion Portfolio Solutions LLC6,245$257K0.0%N/A0.250%
11/2/2022 Rockefeller Capital Management L.P.3,623$149K0.0%+53.1%0.145%
10/27/2022 Asset Dedication LLC25,132$1.03M0.1%+81.6%1.005%
10/21/2022 Great Valley Advisor Group Inc.18,200$749K0.0%-33.9%0.728%
7/26/2022Legacy Wealth Planning LLC146,777$6.75M9.7%N/A6.672%
7/22/2022Urban Wealth Management LLC750$34K0.1%N/A0.034%
7/19/2022 Asset Dedication LLC13,843$636K0.1%+31.1%0.710%
7/19/2022 Great Valley Advisor Group Inc.27,545$1.27M0.1%-65.5%1.413%
7/13/2022 Cambridge Investment Research Advisors Inc.7,227$332K0.0%+3.6%0.425%
5/9/2022 Northwestern Mutual Wealth Management Co.509$26K0.0%N/A0.035%
4/28/2022 Parallel Advisors LLC1,635$84K0.0%-57.6%0.113%
4/20/2022 Great Valley Advisor Group Inc.79,846$4.08M0.2%N/A5.507%
2/10/2022 Private Advisor Group LLC5,501$275K0.0%-8.6%0.423%
2/8/2022 Raymond James & Associates19,632$982K0.0%-3.6%1.510%
11/16/2021 Jane Street Group LLC95,655$4.48M0.0%+353.5%7.971%
11/16/2021 LPL Financial LLC52,496$2.46M0.0%+5.7%4.375%
11/2/2021 Raymond James & Associates20,360$953K0.0%-8.2%1.697%
10/15/2021NEXT Financial Group Inc4,720$221K0.0%+24.2%0.363%
10/14/2021 Private Advisor Group LLC6,016$282K0.0%-3.4%0.463%
9/24/2021 Thrivent Financial for Lutherans11,455$552K0.0%+6.9%0.694%
8/16/2021 Bank of America Corp DE33,993$1.64M0.0%+1.7%2.125%
8/16/2021 Royal Bank of Canada6,403$309K0.0%+24.1%0.400%
8/13/2021 LPL Financial LLC49,647$2.39M0.0%+24.1%3.103%
8/12/2021 Private Advisor Group LLC6,226$300K0.0%N/A0.389%
8/11/2021 Bank of New York Mellon Corp24,952$1.20M0.0%-28.7%1.560%
8/10/2021 Rockefeller Capital Management L.P.2,340$112K0.0%+13.7%0.146%
8/6/2021 Parallel Advisors LLC3,871$187K0.0%+129.2%0.242%
8/4/2021 Envestnet Asset Management Inc.352,611$17.00M0.0%+139.4%22.038%
7/31/2021NEXT Financial Group Inc3,800$183K0.0%+14.5%0.238%
5/18/2021 Morgan Stanley43,833$2.05M0.0%-1.2%3.131%
5/18/2021 Citadel Advisors LLC9,647$452K0.0%-57.7%0.689%
5/18/2021 Jane Street Group LLC17,853$837K0.0%-83.6%1.275%
5/17/2021 Royal Bank of Canada5,160$242K0.0%-61.0%0.369%
5/17/2021 Ameriprise Financial Inc.40,219$1.89M0.0%-9.4%2.873%
5/17/2021 Thrivent Financial for Lutherans10,713$502K0.0%+12.1%0.765%
5/13/2021 Bank of New York Mellon Corp35,001$1.64M0.0%+249.1%2.500%
5/12/2021 UBS Group AG6,840$321K0.0%-16.7%0.489%
5/7/2021 Cambridge Investment Research Advisors Inc.6,476$303K0.0%N/A0.463%
5/4/2021 Envestnet Asset Management Inc.147,300$6.90M0.0%+1.8%10.521%
4/16/2021NEXT Financial Group Inc3,318$155K0.0%-15.7%0.237%
2/17/2021 Jane Street Group LLC108,831$4.66M0.0%+1,425.1%7.774%
2/12/2021 LPL Financial LLC36,968$1.58M0.0%-5.6%2.641%
2/9/2021 Wells Fargo & Company MN5,083$218K0.0%-18.5%0.363%
2/9/2021 Bank of New York Mellon Corp10,026$429K0.0%-76.4%0.716%
2/5/2021NEXT Financial Group Inc3,934$168K0.0%+15.7%0.281%
11/17/2020 Jane Street Group LLC7,136$270K0.0%-84.4%0.446%
11/13/2020 Morgan Stanley200,127$7.57M0.0%-7.3%12.508%
11/9/2020 LPL Financial LLC39,180$1.48M0.0%-6.8%2.449%
11/4/2020 Raymond James & Associates18,456$698K0.0%-87.5%1.154%
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10/22/2020NEXT Financial Group Inc3,401$129K0.0%N/A0.213%
10/9/2020 Envestnet Asset Management Inc.143,928$5.45M0.0%-49.4%8.466%
8/17/2020 Jane Street Group LLC45,755$1.76M0.0%+15.0%2.128%
8/17/2020 Private Advisor Group LLC1,081$42K0.0%N/A0.050%
8/14/2020 Bank of America Corp DE38,570$1.48M0.0%-12.0%1.794%
8/14/2020 Advisor Group Holdings Inc.1,721$66K0.0%-51.5%0.080%
8/13/2020First Republic Investment Management Inc.5,509$212K0.0%-15.7%0.256%
8/12/2020 Rockefeller Capital Management L.P.2,170$83K0.0%+102.4%0.101%
7/31/2020 UBS Group AG11,007$422K0.0%-30.5%0.512%
7/28/2020 Raymond James & Associates147,097$5.65M0.0%+789.4%6.842%
(Data available from 1/1/2016 forward)

DEW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEW shares?

During the previous two years, 22 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were Vertex Planning Partners LLC ($23.70M), Joseph Group Capital Management ($14.80M), LPL Financial LLC ($9.28M), Legacy Wealth Planning LLC ($6.75M), Jane Street Group LLC ($6.53M), Raymond James Financial Services Advisors Inc. ($4.56M), and Hudock Inc. ($3.25M).Learn more on DEW's institutional investors.

Which institutional investors have been buying WisdomTree Global High Dividend Fund stock?

Of the 19 institutional investors that purchased WisdomTree Global High Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vertex Planning Partners LLC ($506.36K), LPL Financial LLC ($172.07K), Legacy Wealth Planning LLC ($146.78K), Raymond James Financial Services Advisors Inc. ($89.68K), Joseph Group Capital Management ($83.88K), Hudock Inc. ($63.89K), and Jane Street Group LLC ($51.15K).

How much institutional buying is happening at WisdomTree Global High Dividend Fund?

Institutional investors have bought a total of 1,235,542 shares in the last 24 months. This purchase volume represents approximately $57.49M in transactions.

Which WisdomTree Global High Dividend Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Global High Dividend Fund stock in the last 24 months: LPL Financial LLC ($63.48K), Great Valley Advisor Group Inc. ($61.65K), Raymond James & Associates ($2.94K), UBS Group AG ($753.00), and Private Advisor Group LLC ($524.00).

How much institutional selling is happening at WisdomTree Global High Dividend Fund?

Institutional investors have sold a total of 129,351 shares in the last 24 months. This volume of shares sold represents approximately $5.96M in transactions.


This page (NYSEARCA:DEW) was last updated on 5/20/2024 by MarketBeat.com Staff

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