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WisdomTree US High Dividend Fund
DHS

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $303M → $329M (+$26.7M)

3% more funds holding

Funds holding: 144 → 148 (+4)

0.42% more ownership

Funds ownership: 42.13% → 42.55% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

54% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 65

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.23M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
3
Wells Fargo
Wells Fargo
California
+$1.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$937K
5
Jane Street
Jane Street
New York
+$792K

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$4.4M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
3
PVH
Psagot Value Holdings
Israel
-$1.37M
4
AAS
Avantax Advisory Services
Texas
-$1.24M
5
APP
Avantax Planning Partners
Iowa
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
76
Journey Advisory Group
Kentucky
$390K +$375K +5,624 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$385K -$210K -3,152 -36%
UCFA
78
United Capital Financial Advisors
Texas
$381K -$3.34K -50 -0.9%
EWG
79
Executive Wealth Group
Washington
$378K +$6.27K +94 +2%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$374K +$354K +5,302 +5,302%
AWA
81
Arkadios Wealth Advisors
Georgia
$367K +$353K +5,295 New
BHWA
82
Beacon Harbor Wealth Advisors
Virginia
$360K +$346K +5,190 New
CWM
83
Cedar Wealth Management
California
$359K +$2.6K +39 +0.8%
JP Morgan Chase
84
JP Morgan Chase
New York
$339K – – –
BFPW
85
BOK Financial Private Wealth
Colorado
$337K -$568K -8,506 -64%
FT
86
Fiduciary Trust
Massachusetts
$337K – – –
MWM
87
Maltin Wealth Management
New Jersey
$332K +$4.94K +74 +2%
NEWAS
88
N.E.W. Advisory Services
Wisconsin
$314K -$191K -2,861 -39%
PAM
89
Peak Asset Management
Colorado
$311K – – –
PAG
90
Private Advisor Group
New Jersey
$295K -$16.5K -247 -5%
IWC
91
Integrated Wealth Concepts
Massachusetts
$285K -$19.8K -296 -7%
TW
92
Transform Wealth
Colorado
$281K -$217K -3,250 -45%
COCM
93
Charter Oak Capital Management
New Hampshire
$262K +$252K +3,778 New
VCS
94
Vaughan & Co Securities
New Jersey
$257K – – –
FHB
95
First Hawaiian Bank
Hawaii
$253K +$13.5K +203 +6%
RCA
96
Ranch Capital Advisors
Florida
$252K -$3.14K -47 -1%
FCA
97
FinTrust Capital Advisors
South Carolina
$247K -$329K -4,928 -58%
IFG
98
Investors Financial Group
Minnesota
$235K – – –
CA
99
Cetera Advisors
Colorado
$219K +$210K +3,154 New
WB
100
Webster Bank
Connecticut
$216K -$219K -3,282 -51%
2 3
4
5 6

DHS Hedge Fund Activity: Q4 2020 in Review

148 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2020, worth a combined $329M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DHS positions and 14 closed out — a net gain of 6 holders — while 30 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.23M. The largest seller was Colony Group, cutting an estimated $4.4M.

  • 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $329M of WisdomTree US High Dividend Fund stock for Q4 2020, up 8.8% quarter-over-quarter.
  • 20 funds opened new WisdomTree US High Dividend Fund positions in Q4 2020 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2020 was LPL Financial, an estimated $4.23M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2020 was Colony Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2020.