WisdomTree US High Dividend Fund
146 hedge funds and large institutions have $423M invested in WisdomTree US High Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
0% more capital invested
Capital invested by funds: $422M → $423M (+$1.01M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.64% less ownership
Funds ownership: 44.13% → 43.5% (-0.64%)
1% less funds holding
Funds holding: 147 → 146 (-1)
10% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.7M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.15M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$941K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$774K |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$443K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$351K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$293K |
DHS Hedge Fund Activity: Q2 2019 in Review
146 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2019, worth a combined $423M — up 0.24% from $422M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DHS positions and 8 closed out — a net gain of 3 holders — while 43 added to existing stakes and 48 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.7M. The largest seller was Morgan Stanley, cutting an estimated $3.92M.
- 146 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2019, down from 147 in Q1 2019.
- Funds reported $423M of WisdomTree US High Dividend Fund stock for Q2 2019, up 0.24% quarter-over-quarter.
- 11 funds opened new WisdomTree US High Dividend Fund positions in Q2 2019 and 8 closed out, a net change of +3 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2019 was Citadel Advisors, an estimated $3.7M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2019 was Morgan Stanley, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2019.