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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $571M → $1.16B (+$589M)

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 175 → 200 (+25)

2.25% more ownership

Funds ownership: 50.32% → 52.58% (+2.3%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.7M
2
OCM
One Capital Management
California
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
4
Truist Financial
Truist Financial
North Carolina
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$23.7M
2
CB
Commerce Bank
Missouri
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.12M
5
KW
KWB Wealth
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$828K +$403K +4,764 +98%
SI
77
Saxon Interests
Texas
$815K +$101K +1,189 +15%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$774K +$34.4K +406 +5%
ERWM
79
Elk River Wealth Management
Colorado
$749K -$63.5K -750 -8%
IA
80
IFP Advisors
Florida
$744K -$22.1K -261 -2%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$717K +$345K +4,075 +96%
CAL
82
Capital Advisors Ltd
Ohio
$714K – – –
SPC
83
Sigma Planning Corp
Michigan
$712K +$212K +2,501 +43%
ASN
84
Advisory Services Network
Georgia
$707K +$4.32K +51 +0.6%
WWM
85
Western Wealth Management
Colorado
$656K +$646K +7,627 New
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$652K +$641K +7,574 New
CCM
87
Coldstream Capital Management
Washington
$640K +$629K +7,431 New
JWCA
88
J.W. Cole Advisors
Florida
$637K – – –
JP Morgan Chase
89
JP Morgan Chase
New York
$635K +$284K +3,358 +83%
CFG
90
Cooper Financial Group
California
$610K -$2.37K -28 -0.4%
BRWA
91
B. Riley Wealth Advisors
Florida
$586K -$8.55K -101 -1%
RA
92
RFG Advisory
Alabama
$579K +$246K +2,904 +80%
AF
93
Allworth Financial
California
$579K +$476K +5,624 +511%
IA
94
IFG Advisory
Georgia
$575K +$169 +2 +0%
CAN
95
Claraphi Advisory Network
United States
$560K +$316K +3,728 +134%
CWA
96
Capital Wealth Alliance
Arizona
$532K -$21.8K -257 -4%
PCM
97
Passive Capital Management
Maryland
$522K – – –
TP
98
Tranquility Partners
Tennessee
$505K – – –
EWG
99
Executive Wealth Group
Washington
$503K +$4.99K +59 +1%
UCFA
100
United Capital Financial Advisors
Texas
$494K +$17.4K +205 +4%
2 3
4
5 6

DHS Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2022, worth a combined $1.16B — up 103% from $571M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHS positions and 10 closed out — a net gain of 29 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $23.7M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.16B of WisdomTree US High Dividend Fund stock for Q4 2022, up 103% quarter-over-quarter.
  • 39 funds opened new WisdomTree US High Dividend Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2022 was LPL Financial, an estimated $15.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2022.