WisdomTree US High Dividend Fund
230 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
31% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 54
11% more funds holding
Funds holding: 207 → 230 (+23)
1.52% more ownership
Funds ownership: 47.62% → 49.14% (+1.5%)
2% more capital invested
Capital invested by funds: $551M → $564M (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.03M |
| 2 |
Morgan Stanley
New York
|
+$2.34M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$2.06M |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.77M |
| 5 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$3.65M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.05M |
| 3 |
Goldman Sachs
New York
|
-$2.96M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.37M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1M |
DHS Hedge Fund Activity: Q4 2024 in Review
230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2024, worth a combined $564M — up 2.4% from $551M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DHS positions and 12 closed out — a net gain of 26 holders — while 71 added to existing stakes and 54 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.03M. The largest seller was Dakota Wealth Management, cutting an estimated $3.65M.
- 230 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2024, up from 207 in Q3 2024.
- Funds reported $564M of WisdomTree US High Dividend Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
- 38 funds opened new WisdomTree US High Dividend Fund positions in Q4 2024 and 12 closed out, a net change of +26 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2024 was Wells Fargo, an estimated $6.03M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2024 was Dakota Wealth Management, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2024.