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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
FIA
51
Foundations Investment Advisors
Arizona
$1.81M +$169 +2 +0%
Stifel Financial
52
Stifel Financial
Missouri
$1.81M +$1.24M +14,657 +229%
CB
53
Commerce Bank
Missouri
$1.8M -$1.7M -20,116 -49%
SWP
54
ShoreHaven Wealth Partners
New Jersey
$1.73M -$349K -4,123 -17%
TCWM
55
Total Clarity Wealth Management
Illinois
$1.72M +$1.69M +19,987 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.65M +$1.86K +22 +0.1%
CB
57
Community Bank
New York
$1.6M +$78.5K +928 +5%
GRP
58
Global Retirement Partners
California
$1.52M +$84.7K +1,001 +6%
EWM
59
Empirical Wealth Management
Washington
$1.47M -$393K -4,648 -21%
DAS
60
Dynamic Advisor Solutions
Arizona
$1.38M -$246K -2,909 -15%
Creative Planning
61
Creative Planning
Kansas
$1.35M +$500K +5,903 +60%
AF
62
Advisornet Financial
Minnesota
$1.34M +$42.5K +502 +3%
JSL
63
JT Stratford LLC
Georgia
$1.33M +$231K +2,727 +21%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.28M -$468K -5,535 -27%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$1.26M -$150K -1,775 -11%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$1.21M – – –
William Blair & Company
67
William Blair & Company
Illinois
$1.08M – – –
MPW
68
Melone Private Wealth
Michigan
$971K -$17.2K -203 -2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$941K – – –
SFG
70
StrategIQ Financial Group
Indiana
$911K -$101K -1,189 -10%
CCA
71
Clearwater Capital Advisors
Illinois
$906K -$23.7M -280,398 -96%
BWM
72
BerganKDV Wealth Management
Minnesota
$903K -$43.2K -510 -5%
Northern Trust
73
Northern Trust
Illinois
$875K – – –
NLG
74
New Legacy Group
New York
$861K – – –
DADC
75
D.A. Davidson & Co
Montana
$855K – – –
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.