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WisdomTree US High Dividend Fund
DHS

76 hedge funds and large institutions have $247M invested in WisdomTree US High Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

12% more capital invested

Capital invested by funds: $220M → $247M (+$26.4M)

7% more funds holding

Funds holding: 71 → 76 (+5)

1.51% more ownership

Funds ownership: 30.33% → 31.84% (+1.5%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
12
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFA
Camarda Financial Advisors
Florida
+$2.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.05M
3
LPL Financial
LPL Financial
California
+$1.96M
4
LW
Linscomb Wealth
Texas
+$1.23M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.92M
2
CW
Cobiz Wealth
Colorado
-$1.5M
3
AIP
ARS Investment Partners
New York
-$1.32M
4
Bank of America
Bank of America
North Carolina
-$1.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
SII Investments
Wisconsin
$1.38M -$57.4K -1,060 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.32M +$41.7K +771 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$981K +$2.06K +38 +0.2%
FIM
29
Fernwood Investment Management
Massachusetts
$925K +$908K +16,775 New
HCM
30
Hollencrest Capital Management
California
$921K +$904K +16,700 New
CAL
31
Capital Analysts LLC
Pennsylvania
$858K -$40.2K -743 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$823K +$201K +3,713 +33%
PAG
33
Private Advisor Group
New Jersey
$805K +$791K +14,608 New
CWM
34
Concert Wealth Management
California
$801K -$27K -499 -3%
IFA
35
Interactive Financial Advisors
Illinois
$799K -$59K -1,090 -7%
Deutsche Bank
36
Deutsche Bank
Germany
$781K -$823K -15,196 -52%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$779K +$458K +8,460 +149%
William Blair & Company
38
William Blair & Company
Illinois
$620K -$146K -2,700 -19%
FT
39
Fiduciary Trust
Massachusetts
$541K +$261K +4,815 +96%
UCFA
40
United Capital Financial Advisors
Texas
$537K -$70.9K -1,309 -12%
CFS
41
Community Financial System
New York
$506K +$107K +1,975 +27%
BF
42
BOK Financial
Oklahoma
$504K – – –
KFS
43
KMS Financial Services
Washington
$460K +$8.12K +150 +2%
CBN
44
Cadence Bank NA
Texas
$415K – – –
Creative Planning
45
Creative Planning
Kansas
$404K – – –
NPC
46
National Planning Corporation
California
$340K +$3.08K +57 +0.9%
AIP
47
ARS Investment Partners
New York
$328K -$1.32M -24,451 -80%
HighTower Advisors
48
HighTower Advisors
Illinois
$312K +$306K +5,659 New
Northern Trust
49
Northern Trust
Illinois
$310K – – –
SCM
50
SOL Capital Management
Maryland
$295K – – –
1
2
3 4

DHS Hedge Fund Activity: Q4 2013 in Review

76 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2013, worth a combined $247M — up 12% from $220M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DHS positions and 6 closed out — a net gain of 6 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $2.41M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 76 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $247M of WisdomTree US High Dividend Fund stock for Q4 2013, up 12% quarter-over-quarter.
  • 12 funds opened new WisdomTree US High Dividend Fund positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2013 was Camarda Financial Advisors, an estimated $2.41M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2013 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2013.