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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $571M → $1.16B (+$589M)

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 175 → 200 (+25)

2.25% more ownership

Funds ownership: 50.32% → 52.58% (+2.3%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.7M
2
OCM
One Capital Management
California
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
4
Truist Financial
Truist Financial
North Carolina
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$10.4M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$23.7M
2
CB
Commerce Bank
Missouri
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.12M
5
KW
KWB Wealth
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.06M +$531K +6,269 +10%
RJA
27
Raymond James & Associates
Florida
$5.44M +$506K +5,978 +10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.14M -$213K -2,516 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.13M +$2.41M +28,509 +92%
Corient Private Wealth
30
Corient Private Wealth
Florida
$4.89M +$4.81M +56,837 New
LCM
31
LVM Capital Management
Michigan
$4.62M +$210K +2,480 +5%
PWM
32
Pacific Wealth Management
California
$3.8M +$3.73M +44,120 New
NRI
33
NFP Retirement Inc
California
$3.58M +$49.1K +580 +1%
CG
34
Colony Group
Massachusetts
$3.54M +$658K +7,776 +23%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$2.9M +34,313 +590%
APP
36
Avantax Planning Partners
Iowa
$3.38M -$59.6K -704 -2%
DFA
37
DHK Financial Advisors
New Hampshire
$3.31M +$32.7K +386 +1%
PWM
38
PBMares Wealth Management
Virginia
$3.23M -$7.36K -87 -0.2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.18M +$276K +3,267 +10%
MA
40
Mutual Advisors
Nebraska
$2.86M +$363K +4,293 +15%
FEM
41
Fulcrum Equity Management
Texas
$2.8M -$123K -1,454 -4%
EH
42
Equitable Holdings
New York
$2.68M +$93.1K +1,100 +4%
Goldman Sachs
43
Goldman Sachs
New York
$2.45M +$2.41M +28,459 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.34M +$1.67M +19,715 +262%
EIA
45
Eldridge Investment Advisors
New Hampshire
$2.15M +$1.34M +15,861 +173%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$2.01M +$50.4K +596 +3%
QA
47
Quantitative Advantage
Minnesota
$1.98M +$537K +6,345 +38%
CB
48
Cadence Bank
Mississippi
$1.95M +$8.38K +99 +0.4%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.91M +$114K +1,347 +6%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.82M +$1.56M +18,389 +653%
1
2
3 4 5

DHS Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2022, worth a combined $1.16B — up 103% from $571M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHS positions and 10 closed out — a net gain of 29 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $23.7M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.16B of WisdomTree US High Dividend Fund stock for Q4 2022, up 103% quarter-over-quarter.
  • 39 funds opened new WisdomTree US High Dividend Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2022 was LPL Financial, an estimated $15.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2022.