WisdomTree US High Dividend Fund
71 hedge funds and large institutions have $220M invested in WisdomTree US High Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
13% more funds holding
Funds holding: 63 → 71 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less capital invested
Capital invested by funds: $221M → $220M (-$210K)
0.87% less ownership
Funds ownership: 31.2% → 30.33% (-0.87%)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$8.09M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$3.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.64M |
| 4 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$1.37M |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -50 | Closed |
|
DHS Hedge Fund Activity: Q3 2013 in Review
71 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2013, worth a combined $220M — down 0.1% from $221M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DHS positions and 5 closed out — a net gain of 9 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was Linscomb Wealth, adding an estimated $2.03M. The largest seller was Morgan Stanley, cutting an estimated $8.09M.
- 71 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2013, up from 63 in Q2 2013.
- Funds reported $220M of WisdomTree US High Dividend Fund stock for Q3 2013, down 0.1% quarter-over-quarter.
- 14 funds opened new WisdomTree US High Dividend Fund positions in Q3 2013 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2013 was Linscomb Wealth, an estimated $2.03M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2013 was Morgan Stanley, an estimated $8.09M sold.
Based on aggregated 13F filings for Q3 2013.