WisdomTree US High Dividend Fund
76 hedge funds and large institutions have $247M invested in WisdomTree US High Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more capital invested
Capital invested by funds: $220M → $247M (+$26.4M)
7% more funds holding
Funds holding: 71 → 76 (+5)
1.51% more ownership
Funds ownership: 30.33% → 31.84% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$2.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
+$1.23M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.92M |
| 2 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$1.5M |
| 3 |
AIP
ARS Investment Partners
New York
|
-$1.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$882K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NES
76
New England Securities
New York
| $6K | – | – | – |
|
77
Comerica Bank
Dallas,
Texas
| – | -$732K | -14,087 | Closed |
|
|
GW
78
GW & Wade
Wellesley,
Massachusetts
| – | -$668K | -12,850 | Closed |
|
|
NA
79
Nottingham Advisors
Amherst,
New York
| – | -$226K | -4,355 | Closed |
|
|
HHGA
80
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$94K | -1,805 | Closed |
|
|
ECM
81
ETrade Capital Management
Arlington,
Virginia
| – | -$24K | -462 | Closed |
|
82
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$13K | -252 | Closed |
|
DHS Hedge Fund Activity: Q4 2013 in Review
76 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2013, worth a combined $247M — up 12% from $220M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DHS positions and 6 closed out — a net gain of 6 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $2.41M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.
- 76 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2013, up from 71 in Q3 2013.
- Funds reported $247M of WisdomTree US High Dividend Fund stock for Q4 2013, up 12% quarter-over-quarter.
- 12 funds opened new WisdomTree US High Dividend Fund positions in Q4 2013 and 6 closed out, a net change of +6 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2013 was Camarda Financial Advisors, an estimated $2.41M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2013 was Morgan Stanley, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2013.