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WisdomTree US High Dividend Fund
DHS

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

2.17% more ownership

Funds ownership: 48.53% → 50.7% (+2.2%)

2% more funds holding

Funds holding: 187 → 191 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $560M → $556M (-$4.25M)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Ameriprise
Ameriprise
Minnesota
+$3.59M
3
FTUS
Flow Traders U.S.
New York
+$2.66M
4
IWP
Invenio Wealth Partners
Florida
+$1.71M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.75M
2
KAS
Kestra Advisory Services
Texas
-$7.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.36M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.76M
5
WA
Win Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.63M +$446K +5,699 +15%
NRI
27
NFP Retirement Inc
California
$3.42M -$2.27K -29 -0.1%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.38M -$340K -4,349 -10%
GLA
29
Good Life Advisors
Pennsylvania
$3.34M +$55.4K +708 +2%
MA
30
Mutual Advisors
Nebraska
$3.05M +$58K +741 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.01M -$296K -3,781 -9%
Citadel Advisors
32
Citadel Advisors
Florida
$2.92M +$39.6K +506 +1%
PWM
33
PBMares Wealth Management
Virginia
$2.87M -$139K -1,783 -5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.8M +$125K +1,596 +5%
FTUS
35
Flow Traders U.S.
New York
$2.79M +$2.66M +34,004 New
FRA
36
FFG Retirement Advisors
Colorado
$2.78M +$20.1K +257 +0.8%
APP
37
Avantax Planning Partners
Iowa
$2.64M -$312K -3,989 -11%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.58M -$115K -1,474 -4%
PAG
39
Private Advisor Group
New Jersey
$2.58M -$639K -8,165 -21%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.27M +$179K +2,291 +9%
OPS
41
Orion Portfolio Solutions
Nebraska
$2.27M +$179K +2,291 +9%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.91M +$1.28M +16,315 +236%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.9M -$143K -1,834 -7%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$1.73M -$105K -1,344 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.72M -$135K -1,728 -8%
FIA
46
Foundations Investment Advisors
Arizona
$1.7M -$235 -3 -0%
Stifel Financial
47
Stifel Financial
Missouri
$1.68M +$57.4K +734 +4%
Creative Planning
48
Creative Planning
Kansas
$1.67M +$435K +5,566 +38%
CB
49
Cadence Bank
Mississippi
$1.67M -$163K -2,081 -9%
Truist Financial
50
Truist Financial
North Carolina
$1.6M -$324K -4,149 -18%
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DHS Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2023, worth a combined $556M — down 0.76% from $560M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $8.75M.

  • 191 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $556M of WisdomTree US High Dividend Fund stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2023 was Bank of America, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.