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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 200 → 200 (0)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

2.79% less ownership

Funds ownership: 52.58% → 49.78% (-2.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

42% less capital invested

Capital invested by funds: $1.16B → $668M (-$492M)

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$6.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.15M
3
Morgan Stanley
Morgan Stanley
New York
+$5.89M
4
CAM
Concorde Asset Management
Michigan
+$4.53M
5
GLA
Good Life Advisors
Pennsylvania
+$3.21M

Top Sellers

1
LPL Financial
LPL Financial
California
-$53.4M
2
FMLI
Fukoku Mutual Life Insurance
Japan
-$12.9M
3
WWM
WJ Wealth Management
Arizona
-$12M
4
Wells Fargo
Wells Fargo
California
-$4.43M
5
MLA
MB, Levis & Associates
Pennsylvania
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
NLG
76
New Legacy Group
New York
$823K – – –
DADC
77
D.A. Davidson & Co
Montana
$817K – – –
UCFA
78
United Capital Financial Advisors
Texas
$808K +$348K +4,075 +71%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$762K -$2.64M -30,860 -77%
Goldman Sachs
80
Goldman Sachs
New York
$729K -$1.67M -19,596 -69%
ASN
81
Advisory Services Network
Georgia
$726K +$52.3K +612 +7%
CCA
82
Clearwater Capital Advisors
Illinois
$724K -$147K -1,723 -16%
ERWM
83
Elk River Wealth Management
Colorado
$715K -$1.02K -12 -0.1%
CAL
84
Capital Advisors Ltd
Ohio
$682K – – –
RWA
85
Rooted Wealth Advisors
Illinois
$679K +$695K +8,135 New
JMPWA
86
JP Morgan Private Wealth Advisors
California
$645K -$1.32M -15,513 -66%
KW
87
KWB Wealth
California
$637K +$166K +1,946 +36%
RWM
88
Revisor Wealth Management
Ohio
$616K +$639K +7,485 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$611K -$77.2K -904 -11%
JWCA
90
J.W. Cole Advisors
Florida
$609K – – –
CFG
91
Cooper Financial Group
California
$584K +$427 +5 +0.1%
WWM
92
Western Wealth Management
Colorado
$565K -$64.8K -759 -10%
SPC
93
Sigma Planning Corp
Michigan
$553K -$132K -1,550 -19%
IA
94
IFG Advisory
Georgia
$550K +$171 +2 +0%
CCM
95
Coldstream Capital Management
Washington
$533K -$81.1K -950 -13%
RA
96
RFG Advisory
Alabama
$528K -$10.2K -119 -2%
SI
97
Saxon Interests
Texas
$512K -$265K -3,105 -33%
PCM
98
Passive Capital Management
Maryland
$499K – – –
EWG
99
Executive Wealth Group
Washington
$486K +$5.12K +60 +1%
TP
100
Tranquility Partners
Tennessee
$483K – – –
2 3
4
5 6

DHS Hedge Fund Activity: Q1 2023 in Review

200 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2023, worth a combined $668M — down 42% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DHS positions and 22 closed out — a net gain of 5 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $6.7M. The largest seller was LPL Financial, cutting an estimated $53.4M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $668M of WisdomTree US High Dividend Fund stock for Q1 2023, down 42% quarter-over-quarter.
  • 27 funds opened new WisdomTree US High Dividend Fund positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $6.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2023 was LPL Financial, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2023.