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WisdomTree US High Dividend Fund
DHS

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

2.17% more ownership

Funds ownership: 48.53% → 50.7% (+2.2%)

2% more funds holding

Funds holding: 187 → 191 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $560M → $556M (-$4.25M)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Ameriprise
Ameriprise
Minnesota
+$3.59M
3
FTUS
Flow Traders U.S.
New York
+$2.66M
4
IWP
Invenio Wealth Partners
Florida
+$1.71M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.75M
2
KAS
Kestra Advisory Services
Texas
-$7.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.36M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.76M
5
WA
Win Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$682K – – –
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$661K -$1.83M -23,454 -74%
RA
78
RFG Advisory
Alabama
$660K +$7.82K +100 +1%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$643K +$42.5K +543 +7%
JWCA
80
J.W. Cole Advisors
Florida
$634K – – –
CFG
81
Cooper Financial Group
California
$633K -$1.25K -16 -0.2%
CCA
82
Clearwater Capital Advisors
Illinois
$612K -$71.5K -914 -11%
EWM
83
Empirical Wealth Management
Washington
$591K -$518K -6,625 -48%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$558K +$531K +6,793 New
ERWM
85
Elk River Wealth Management
Colorado
$556K -$6.8K -87 -1%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$541K -$67K -857 -12%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$536K +$2.03K +26 +0.4%
IA
88
IFG Advisory
Georgia
$534K -$14.4K -184 -3%
GVAG
89
Great Valley Advisor Group
Delaware
$502K +$478K +6,112 New
EWG
90
Executive Wealth Group
Washington
$502K +$5.94K +76 +1%
PCM
91
Passive Capital Management
Maryland
$498K – – –
CCM
92
Coldstream Capital Management
Washington
$486K – – –
TP
93
Tranquility Partners
Tennessee
$483K – – –
BRWA
94
B. Riley Wealth Advisors
Florida
$470K -$78.2K -1,000 -15%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$462K – – –
CA
96
Claro Advisors
Massachusetts
$456K +$14.2K +182 +3%
UCFA
97
United Capital Financial Advisors
Texas
$435K -$292K -3,730 -41%
RZH
98
Relyea Zuckerberg Hanson
Connecticut
$432K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$428K – – –
MWM
100
Maltin Wealth Management
New Jersey
$427K +$4.61K +59 +1%
2 3
4
5 6

DHS Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2023, worth a combined $556M — down 0.76% from $560M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $8.75M.

  • 191 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $556M of WisdomTree US High Dividend Fund stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2023 was Bank of America, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.