We are live on ! Find out more
DHS icon

WisdomTree US High Dividend Fund

121 hedge funds and large institutions have $472M invested in WisdomTree US High Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 37.91%38.37% (+0.46%)

1% less capital invested

Capital invested by funds: $479M → $472M (-$6.78M)

2% less funds holding

Funds holding: 124121 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
9
Increased
29
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$883K
William Blair & Company
52
William Blair & Company
Illinois
$849K -$624K -9,115 -42%
VWA
53
V Wealth Advisors
Kansas
$841K -$7.46K -109 -0.9%
IFA
54
Interactive Financial Advisors
Illinois
$834K -$28.8K -421 -3%
PAG
55
Private Advisor Group
New Jersey
$823K -$548 -8 -0.1%
ASN
56
Advisory Services Network
Georgia
$749K -$43.3K -633 -5%
FCIM
57
Fairview Capital Investment Management
California
$735K +$736K +10,750 New
CAL
58
Capital Advisors Ltd
Ohio
$713K
BIA
59
Biondo Investment Advisors
Pennsylvania
$688K +$63.1K +922 +10%
FFW
60
Fusion Family Wealth
New York
$658K +$21.9K +320 +3%
BRWA
61
B. Riley Wealth Advisors
Florida
$624K -$81.7K -1,194 -12%
EA
62
Efficient Advisors
Ohio
$583K -$40.9K -597 -7%
SB
63
Simmons Bank
Arkansas
$575K -$14.1K -206 -2%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$568K +$51.2K +748 +10%
FT
65
Fiduciary Trust
Massachusetts
$564K +$40.2K +588 +8%
Creative Planning
66
Creative Planning
Kansas
$464K +$2.6K +38 +0.6%
GW
67
GW & Wade
Massachusetts
$457K +$68 +1 +0%
SG
68
StoneX Group
New York
$433K +$434K +6,335 New
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$427K -$13.7K -200 -3%
NPC
70
National Planning Corporation
California
$425K -$60.9K -890 -13%
SWP
71
Stratos Wealth Partners
Ohio
$409K +$409K +5,979 New
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$403K +$253K +3,693 +168%
JP Morgan Chase
73
JP Morgan Chase
New York
$399K -$26.6K -389 -6%
DADC
74
D.A. Davidson & Co
Montana
$398K +$41.6K +608 +12%
IAA
75
Ironsides Asset Advisors
North Carolina
$390K

DHS Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2017, worth a combined $472M — down 1.4% from $479M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DHS and 9 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 29 added.

The largest buyer was MML Investors Services, opening a new position worth an estimated $2.21M. The largest seller was Susquehanna International Group, cutting an estimated $2.33M.

  • 121 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2017, down from 124 in Q1 2017.
  • Funds reported $472M of WisdomTree US High Dividend Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 9 funds opened new WisdomTree US High Dividend Fund positions in Q2 2017 and 11 closed out, a net change of -2 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2017 was MML Investors Services, an estimated $2.21M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2017 was Susquehanna International Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2017.