WisdomTree US High Dividend Fund
138 hedge funds and large institutions have $439M invested in WisdomTree US High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 12 closing their positions.
17% more capital invested
Capital invested by funds: $377M → $439M (+$62.6M)
0.09% less ownership
Funds ownership: 37.66% → 37.57% (-0.09%)
1% less funds holding
Funds holding: 139 → 138 (-1)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
10% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 41
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$15.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.41M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.37M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$31.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.08M |
| 3 |
Morgan Stanley
New York
|
-$3.24M |
| 4 |
Jane Street
New York
|
-$1.78M |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
-$1.23M |
DHS Hedge Fund Activity: Q3 2018 in Review
138 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2018, worth a combined $439M — up 17% from $377M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DHS and 11 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $15.3M. The largest seller was AssetMark Inc, cutting an estimated $31.8M.
- 138 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2018, down from 139 in Q2 2018.
- Funds reported $439M of WisdomTree US High Dividend Fund stock for Q3 2018, up 17% quarter-over-quarter.
- 11 funds opened new WisdomTree US High Dividend Fund positions in Q3 2018 and 12 closed out, a net change of -1 holder.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2018 was Cetera Advisor Networks, an estimated $15.3M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2018 was AssetMark Inc, an estimated $31.8M sold.
Based on aggregated 13F filings for Q3 2018.