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WisdomTree US High Dividend Fund
DHS

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.3M)

6% more funds holding

Funds holding: 166 → 176 (+10)

2.14% more ownership

Funds ownership: 42.96% → 45.1% (+2.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.5M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.01M
4
WWM
WJ Wealth Management
Arizona
+$7.15M
5
Wells Fargo
Wells Fargo
California
+$5.04M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$5.81M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$5.61M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
APP
Avantax Planning Partners
Iowa
-$791K
5
BWM
BerganKDV Wealth Management
Minnesota
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWG
76
Executive Wealth Group
Washington
$499K +$1.54K +18 +0.3%
PPA
77
Parametric Portfolio Associates
Washington
$496K -$149K -1,749 -24%
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$496K -$34.9K -408 -7%
JAG
79
Journey Advisory Group
Kentucky
$495K – – –
MWM
80
Maltin Wealth Management
New Jersey
$481K +$1.37K +16 +0.3%
IFA
81
Interactive Financial Advisors
Illinois
$463K -$3.5K -41 -0.7%
GWSG
82
GPS Wealth Strategies Group
Colorado
$442K – – –
DC
83
Davenport & Co
Virginia
$435K +$422K +4,943 New
UCFA
84
United Capital Financial Advisors
Texas
$431K – – –
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$429K -$58.9K -689 -12%
FT
86
Fiduciary Trust
Massachusetts
$428K – – –
JP Morgan Chase
87
JP Morgan Chase
New York
$419K +$2.05K +24 +0.5%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$398K -$515K -6,031 -57%
FHB
89
First Hawaiian Bank
Hawaii
$390K – – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$378K -$1.11K -13 -0.3%
EWA
91
Exencial Wealth Advisors
Oklahoma
$373K +$5.55K +65 +2%
HIS
92
Harvest Investment Services
Illinois
$368K -$6.92K -81 -2%
AF
93
Advisornet Financial
Minnesota
$365K +$354K +4,144 New
AW
94
ACG Wealth
Georgia
$362K -$186K -2,173 -35%
IA
95
IFP Advisors
Florida
$357K -$86.5K -1,013 -16%
TW
96
Transform Wealth
Colorado
$356K – – –
CDIA
97
Capital Directions Investment Advisors
Georgia
$352K – – –
FWCM
98
Ferguson Wellman Capital Management
Oregon
$349K – – –
FCA
99
FinTrust Capital Advisors
South Carolina
$343K -$544K -6,366 -62%
PAM
100
Peak Asset Management
Colorado
$336K -$57.2K -670 -15%
2 3
4
5 6

DHS Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2022, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 12 closed out — a net gain of 12 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Raymond James & Associates, cutting an estimated $5.81M.

  • 176 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2022, up from 166 in Q4 2021.
  • Funds reported $459M of WisdomTree US High Dividend Fund stock for Q1 2022, up 23% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q1 2022 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2022 was LPL Financial, an estimated $13.5M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2022 was Raymond James & Associates, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2022.