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WisdomTree US High Dividend Fund
DHS

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 37

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

20% more capital invested

Capital invested by funds: $459M → $550M (+$90.9M)

4.18% more ownership

Funds ownership: 45.1% → 49.29% (+4.2%)

1% more funds holding

Funds holding: 176 → 178 (+2)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$28.7M
2
Bank of America
Bank of America
North Carolina
+$17.4M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
Jane Street
Jane Street
New York
+$7.04M
5
Wells Fargo
Wells Fargo
California
+$6.25M

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$3.72M
2
TWP
Transparent Wealth Partners
Arkansas
-$3.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$780K
4
CG
Colony Group
Massachusetts
-$741K
5
MFG
Merit Financial Group
Georgia
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$3.37M -$81.3K -932 -2%
NRI
27
NFP Retirement Inc
California
$3.37M +$3.57M +40,897 New
KAS
28
Kestra Advisory Services
Texas
$3.2M +$194K +2,221 +6%
Mariner
29
Mariner
Kansas
$3.18M +$177K +2,034 +6%
DFA
30
DHK Financial Advisors
New Hampshire
$3.1M +$35.2K +404 +1%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$3.09M +$323K +3,698 +11%
PWM
32
PBMares Wealth Management
Virginia
$3.08M -$13.5K -155 -0.4%
MIAN
33
Mariner Independent Advisor Network
Kansas
$2.88M +$605K +6,939 +25%
FEM
34
Fulcrum Equity Management
Texas
$2.81M +$2.98M +34,188 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.7M +$280K +3,209 +11%
EH
36
Equitable Holdings
New York
$2.45M +$1.87M +21,477 +258%
CG
37
Colony Group
Massachusetts
$2.35M -$741K -8,494 -23%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.3M +$749K +8,589 +44%
AWM
39
AE Wealth Management
Kansas
$2.19M -$43.2K -495 -2%
MA
40
Mutual Advisors
Nebraska
$2.17M +$31K +356 +1%
LCM
41
LVM Capital Management
Michigan
$2.17M -$2.62K -30 -0.1%
CBN
42
Cadence Bank NA
Texas
$1.86M +$1.13K +13 +0.1%
CB
43
Commerce Bank
Missouri
$1.83M +$137K +1,575 +8%
OCM
44
One Capital Management
California
$1.79M +$1.89M +21,711 New
BF
45
BOK Financial
Oklahoma
$1.77M -$35.4K -406 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.76M +$57.4K +658 +3%
Goldman Sachs
47
Goldman Sachs
New York
$1.73M +$1.84M +21,043 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.58M +$546K +6,257 +48%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.54M -$49.2K -564 -3%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$1.53M +$1.37M +15,691 +546%
1
2
3 4 5

DHS Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2022, worth a combined $550M — up 20% from $459M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DHS positions and 18 closed out — a net gain of 4 holders — while 73 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $3.72M.

  • 178 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2022, up from 176 in Q1 2022.
  • Funds reported $550M of WisdomTree US High Dividend Fund stock for Q2 2022, up 20% quarter-over-quarter.
  • 22 funds opened new WisdomTree US High Dividend Fund positions in Q2 2022 and 18 closed out, a net change of +4 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2022 was LPL Financial, an estimated $28.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2022 was Clearwater Capital Advisors, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2022.