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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
SWP
51
ShoreHaven Wealth Partners
New Jersey
$1.57M +$51K +652 +4%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.42M -$24.9K -319 -2%
Comerica Bank
53
Comerica Bank
Texas
$1.41M -$168K -2,147 -11%
CB
54
Community Bank
New York
$1.41M -$492K -6,295 -27%
FPCP
55
Fort Point Capital Partners
California
$1.31M +$1.25M +15,946 New
TRCT
56
Tower Research Capital (TRC)
New York
$1.23M +$21.5K +275 +2%
CB
57
Commerce Bank
Missouri
$1.22M -$197K -2,515 -15%
FGAM
58
Financial Gravity Asset Management
Texas
$1.09M +$4.61K +59 +5%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.03M – – –
ASN
60
Advisory Services Network
Georgia
$1.03M +$165K +2,110 +20%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$6.36M -81,261 -87%
Northern Trust
62
Northern Trust
Illinois
$1,000K – – –
GRP
63
Global Retirement Partners
California
$995K -$285K -3,638 -23%
William Blair & Company
64
William Blair & Company
Illinois
$955K -$78.2K -1,000 -8%
KAS
65
Kestra Advisory Services
Texas
$955K -$7.42M -94,907 -89%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$954K -$28.5K -364 -3%
SFG
67
StrategIQ Financial Group
Indiana
$939K -$15.5K -198 -2%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$919K +$75.3K +963 +9%
MPW
69
Melone Private Wealth
Michigan
$916K -$15.2K -194 -2%
DAS
70
Dynamic Advisor Solutions
Arizona
$899K -$395K -5,049 -32%
Jane Street
71
Jane Street
New York
$882K -$465K -5,948 -36%
DADC
72
D.A. Davidson & Co
Montana
$870K +$9.38K +120 +1%
OPWM
73
Oxinas Partners Wealth Management
Indiana
$857K -$86K -1,100 -10%
JSL
74
JT Stratford LLC
Georgia
$796K -$153K -1,950 -17%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$721K -$158K -2,022 -19%
1 2
3
4 5

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.