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WisdomTree US High Dividend Fund

116 hedge funds and large institutions have $468M invested in WisdomTree US High Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $439M → $468M (+$28.6M)

5% more funds holding

Funds holding: 111116 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.83% less ownership

Funds ownership: 36.87%36.04% (-0.83%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
41
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$894K +$95K +1,417 +12%
PA
52
Paracle Advisors
Washington
$884K -$39.1K -583 -4%
VWA
53
V Wealth Advisors
Kansas
$864K +$23.5K +350 +3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$848K +$855K +12,750 New
ASN
55
Advisory Services Network
Georgia
$709K -$49.8K -742 -7%
Northern Trust
56
Northern Trust
Illinois
$687K +$3.62K +54 +0.5%
CAL
57
Capital Advisors Ltd
Ohio
$669K +$100K +1,496 +17%
HighTower Advisors
58
HighTower Advisors
Illinois
$660K +$86.4K +1,289 +15%
EA
59
Efficient Advisors
Ohio
$645K -$17.2K -256 -3%
BIA
60
Biondo Investment Advisors
Pennsylvania
$597K -$11.4K -170 -2%
IAA
61
Ironsides Asset Advisors
North Carolina
$578K +$382K +5,700 +190%
Ameriprise
62
Ameriprise
Minnesota
$566K +$90.1K +1,344 +19%
SB
63
Simmons Bank
Arkansas
$517K -$60K -895 -10%
FT
64
Fiduciary Trust
Massachusetts
$509K
NPC
65
National Planning Corporation
California
$473K -$21.3K -318 -4%
AIM
66
Arcadia Investment Management
Michigan
$451K +$295K +4,400 +184%
GW
67
GW & Wade
Massachusetts
$444K -$10.4K -155 -2%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$424K +$134 +2 +0%
Creative Planning
69
Creative Planning
Kansas
$389K -$105K -1,567 -21%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$385K -$27K -402 -6%
Franklin Resources
71
Franklin Resources
California
$381K +$385K +5,735 New
SPC
72
Sigma Planning Corp
Michigan
$377K +$17.6K +262 +5%
RMDI
73
R.M. Davis Inc
Maine
$359K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$354K +$283K +4,221 +384%
IWMPD
75
Integrated Wealth Management (Palm Desert)
California
$348K +$25.3K +377 +8%

DHS Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2016, worth a combined $468M — up 6.5% from $439M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DHS positions and 10 closed out — a net gain of 6 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $12.4M. The largest seller was Camarda Financial Advisors, cutting an estimated $1.85M.

  • 116 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2016, up from 111 in Q2 2016.
  • Funds reported $468M of WisdomTree US High Dividend Fund stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree US High Dividend Fund positions in Q3 2016 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2016 was Citadel Advisors, an estimated $12.4M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2016 was Camarda Financial Advisors, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2016.