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WisdomTree US High Dividend Fund
DHS

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

1% more funds holding

Funds holding: 191 → 193 (+2)

1% more capital invested

Capital invested by funds: $556M → $559M (+$3.21M)

0.49% more ownership

Funds ownership: 50.7% → 51.19% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

22% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 68

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$29.3M
2
FCAS
First Command Advisory Services
Texas
+$5.81M
3
DWM
Dakota Wealth Management
Florida
+$5.18M
4
IWP
Invenio Wealth Partners
Florida
+$3.63M
5
Goldman Sachs
Goldman Sachs
New York
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.8M
2
LPL Financial
LPL Financial
California
-$18.8M
3
Ameriprise
Ameriprise
Minnesota
-$5.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.92M
5
FTUS
Flow Traders U.S.
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$754K -$204K -2,482 -22%
EWM
77
Empirical Wealth Management
Washington
$722K +$94K +1,142 +16%
CAL
78
Capital Advisors Ltd
Ohio
$719K – – –
RA
79
RFG Advisory
Alabama
$699K +$2.96K +36 +0.4%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$692K -$1.25M -15,235 -66%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$672K -$84.2K -1,023 -12%
JWCA
82
J.W. Cole Advisors
Florida
$668K – – –
CFG
83
Cooper Financial Group
California
$649K -$17.8K -216 -3%
IFA
84
Interactive Financial Advisors
Illinois
$589K -$993K -12,065 -64%
ERWM
85
Elk River Wealth Management
Colorado
$586K – – –
CCA
86
Clearwater Capital Advisors
Illinois
$583K -$59.4K -721 -10%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$554K -$10.9K -132 -2%
FTUS
88
Flow Traders U.S.
New York
$549K -$2.28M -27,669 -81%
PCM
89
Passive Capital Management
Maryland
$525K – – –
BRWA
90
B. Riley Wealth Advisors
Florida
$524K +$82.3K +1,000 +17%
CCM
91
Coldstream Capital Management
Washington
$513K – – –
TP
92
Tranquility Partners
Tennessee
$509K – – –
CA
93
Claro Advisors
Massachusetts
$500K +$18.5K +225 +4%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$487K – – –
UCFA
95
United Capital Financial Advisors
Texas
$458K – – –
RZH
96
Relyea Zuckerberg Hanson
Connecticut
$456K – – –
AWM
97
Avior Wealth Management
Nebraska
$452K +$278K +3,379 +184%
SPIA
98
Steward Partners Investment Advisory
New York
$451K – – –
MWM
99
Maltin Wealth Management
New Jersey
$447K -$4.03K -49 -0.9%
NS
100
NBC Securities
Alabama
$424K +$128K +1,553 +46%
2 3
4
5 6

DHS Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2024, worth a combined $559M — up 0.58% from $556M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DHS positions and 15 closed out — a net gain of 6 holders — while 53 added to existing stakes and 68 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $29.3M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 193 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $559M of WisdomTree US High Dividend Fund stock for Q1 2024, up 0.58% quarter-over-quarter.
  • 21 funds opened new WisdomTree US High Dividend Fund positions in Q1 2024 and 15 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $29.3M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.