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WisdomTree US High Dividend Fund
DHS

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $303M → $329M (+$26.7M)

3% more funds holding

Funds holding: 144 → 148 (+4)

0.42% more ownership

Funds ownership: 42.13% → 42.55% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

54% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 65

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.23M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
3
Wells Fargo
Wells Fargo
California
+$1.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$937K
5
Jane Street
Jane Street
New York
+$792K

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$4.4M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
3
PVH
Psagot Value Holdings
Israel
-$1.37M
4
AAS
Avantax Advisory Services
Texas
-$1.24M
5
APP
Avantax Planning Partners
Iowa
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.68M +$14.5K +217 +0.9%
Principal Financial Group
27
Principal Financial Group
Iowa
$1.67M -$409K -6,135 -20%
BWM
28
BerganKDV Wealth Management
Minnesota
$1.66M +$387K +5,792 +32%
CB
29
Commerce Bank
Missouri
$1.51M -$77.8K -1,165 -5%
ERWM
30
Elk River Wealth Management
Colorado
$1.5M +$1.45M +21,681 New
CB
31
Community Bank
New York
$1.44M -$653K -9,785 -32%
HIS
32
Harvest Investment Services
Illinois
$1.42M -$263K -3,938 -16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.37M +$395K +5,916 +43%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.34M -$115K -1,721 -8%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.33M -$310K -4,648 -19%
MIAN
36
Mariner Independent Advisor Network
Kansas
$1.33M -$40.5K -607 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.32M +$170K +2,547 +15%
STA
38
Summit Trail Advisors
New York
$1.3M +$146K +2,190 +13%
CBN
39
Cadence Bank NA
Texas
$1.23M -$3.07K -46 -0.3%
Ameriprise
40
Ameriprise
Minnesota
$1.2M -$106K -1,588 -8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.14M +$215K +3,227 +24%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.14M -$12.1K -182 -1%
PPA
43
Parametric Portfolio Associates
Washington
$1.07M +$50.1K +750 +5%
CIM
44
Corda Investment Management
Texas
$1.07M -$61.9K -927 -6%
Federated Hermes
45
Federated Hermes
Pennsylvania
$974K +$937K +14,046 New
AW
46
ACG Wealth
Georgia
$969K -$15.4K -231 -2%
SFG
47
StrategIQ Financial Group
Indiana
$926K -$6.67K -100 -0.7%
William Blair & Company
48
William Blair & Company
Illinois
$918K -$3.67K -55 -0.4%
PVH
49
Psagot Value Holdings
Israel
$876K -$1.37M -20,480 -62%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$814K +$58.4K +875 +8%
1
2
3 4 5

DHS Hedge Fund Activity: Q4 2020 in Review

148 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2020, worth a combined $329M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DHS positions and 14 closed out — a net gain of 6 holders — while 30 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.23M. The largest seller was Colony Group, cutting an estimated $4.4M.

  • 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $329M of WisdomTree US High Dividend Fund stock for Q4 2020, up 8.8% quarter-over-quarter.
  • 20 funds opened new WisdomTree US High Dividend Fund positions in Q4 2020 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2020 was LPL Financial, an estimated $4.23M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2020 was Colony Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2020.