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WisdomTree US High Dividend Fund
DHS

126 hedge funds and large institutions have $486M invested in WisdomTree US High Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 116 → 126 (+10)

1.72% more ownership

Funds ownership: 36.04% → 37.77% (+1.7%)

4% more capital invested

Capital invested by funds: $468M → $486M (+$18.1M)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
22
Increased
40
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMLI
Fukoku Mutual Life Insurance
Japan
+$9.84M
2
LPL Financial
LPL Financial
California
+$2.99M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.59M
4
LCM
LVM Capital Management
Michigan
+$1.75M
5
RJA
Raymond James & Associates
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$21.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.96M
4
Jane Street
Jane Street
New York
-$5.34M
5
CAN
Cetera Advisor Networks
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
51
Interactive Financial Advisors
Illinois
$896K -$135K -2,054 -13%
PA
52
Paracle Advisors
Washington
$885K -$9.45K -144 -1%
PPA
53
Parametric Portfolio Associates
Washington
$861K +$840K +12,800 New
VWA
54
V Wealth Advisors
Kansas
$850K -$15.4K -235 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$824K -$32.8K -500 -4%
BRWA
56
B. Riley Wealth Advisors
Florida
$734K -$252K -3,846 -26%
HighTower Advisors
57
HighTower Advisors
Illinois
$704K +$34.2K +521 +5%
CAL
58
Capital Advisors Ltd
Ohio
$702K +$24.1K +367 +4%
Northern Trust
59
Northern Trust
Illinois
$677K -$17.5K -267 -3%
BIA
60
Biondo Investment Advisors
Pennsylvania
$660K +$54.6K +832 +9%
Ameriprise
61
Ameriprise
Minnesota
$651K +$76.2K +1,162 +14%
EA
62
Efficient Advisors
Ohio
$617K -$35.2K -537 -6%
Creative Planning
63
Creative Planning
Kansas
$592K +$194K +2,956 +51%
IAA
64
Ironsides Asset Advisors
North Carolina
$586K – – –
SB
65
Simmons Bank
Arkansas
$569K +$43.4K +662 +9%
CA
66
Cetera Advisors
Colorado
$567K +$552K +8,410 New
MBT
67
Montecito Bank & Trust
California
$555K -$1.39M -21,138 -72%
PFS
68
Prospera Financial Services
Texas
$552K +$204K +3,105 +61%
FT
69
Fiduciary Trust
Massachusetts
$515K – – –
NPC
70
National Planning Corporation
California
$493K +$262 +4 +0.1%
VKH
71
Virtu KCG Holdings
New York
$469K +$458K +6,974 New
JP Morgan Chase
72
JP Morgan Chase
New York
$456K -$1.65M -25,224 -79%
GW
73
GW & Wade
Massachusetts
$450K +$131 +2 +0%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$434K +$5.12K +78 +1%
AIM
75
Arcadia Investment Management
Michigan
$430K -$26.2K -400 -6%
1 2
3
4 5

DHS Hedge Fund Activity: Q4 2016 in Review

126 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2016, worth a combined $486M — up 3.9% from $468M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DHS positions and 10 closed out — a net gain of 12 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, opening a new position worth an estimated $9.84M. The largest seller was Eastern Bank, cutting an estimated $21.7M.

  • 126 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $486M of WisdomTree US High Dividend Fund stock for Q4 2016, up 3.9% quarter-over-quarter.
  • 22 funds opened new WisdomTree US High Dividend Fund positions in Q4 2016 and 10 closed out, a net change of +12 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2016 was Fukoku Mutual Life Insurance, an estimated $9.84M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2016 was Eastern Bank, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2016.