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WisdomTree US High Dividend Fund
DHS

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $373M → $449M (+$75.8M)

17% more funds holding

Funds holding: 148 → 173 (+25)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

12.12% more ownership

Funds ownership: 38.5% → 50.62% (+12%)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$76M
2
CG
Colony Group
Massachusetts
+$9.1M
3
BFPW
BOK Financial Private Wealth
Colorado
+$4.7M
4
BWM
BerganKDV Wealth Management
Minnesota
+$1.61M
5
FAAS
First Allied Advisory Services
California
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.12M
2
APP
Avantax Planning Partners
Iowa
-$1.94M
3
Bank of America
Bank of America
North Carolina
-$1.07M
4
Goldman Sachs
Goldman Sachs
New York
-$1.04M
5
AW
ACG Wealth
Georgia
-$945K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
101
Peak Asset Management
Colorado
$270K – – –
FHC
102
First Heartland Consultants
Missouri
$259K +$1.05K +14 +0.4%
CA
103
Cetera Advisors
Colorado
$253K +$249K +3,299 New
IFG
104
Investors Financial Group
Minnesota
$246K +$241K +3,200 New
IAA
105
Independent Advisor Alliance
North Carolina
$242K +$237K +3,145 New
JMPWA
106
JP Morgan Private Wealth Advisors
California
$241K +$14.1K +187 +6%
IFWM
107
Institute for Wealth Management
Colorado
$236K – – –
RCA
108
Resonant Capital Advisors
Wisconsin
$233K +$229K +3,033 New
WCF
109
West Coast Financial
California
$230K – – –
APW
110
Aurora Private Wealth
New Jersey
$227K +$223K +2,960 New
FHB
111
First Hawaiian Bank
Hawaii
$223K +$219K +2,901 New
1IA
112
1834 Investment Advisors
Wisconsin
$220K -$1.28K -17 -0.6%
Stifel Financial
113
Stifel Financial
Missouri
$219K -$4.14K -55 -2%
OPS
114
Orion Portfolio Solutions
Nebraska
$215K +$211K +2,803 New
PSUF
115
People's United Financial
Connecticut
$208K +$204K +2,710 New
WCM
116
WealthBridge Capital Management
Ohio
$205K +$201K +2,671 New
AF
117
Advisornet Financial
Minnesota
$203K -$58.4K -775 -23%
PA
118
Procyon Advisors
Connecticut
$185K +$181K +2,405 New
FHA
119
Flagship Harbor Advisors
Massachusetts
$184K – – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$174K -$2.34K -31 -1%
SFPG
121
Stonebridge Financial Planning Group
Florida
$159K +$156K +2,067 New
IA
122
IFP Advisors
Florida
$156K -$1.21K -16 -0.8%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$138K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$132K -$1.05K -14 -0.8%
VFA
125
Valeo Financial Advisors
Indiana
$116K – – –
3 4
5
6 7

DHS Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2019, worth a combined $449M — up 20% from $373M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DHS positions and 11 closed out — a net gain of 26 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was M&T Bank, adding an estimated $76M. The largest seller was Royal Bank of Canada, cutting an estimated $4.12M.

  • 173 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2019, up from 148 in Q3 2019.
  • Funds reported $449M of WisdomTree US High Dividend Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 37 funds opened new WisdomTree US High Dividend Fund positions in Q4 2019 and 11 closed out, a net change of +26 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2019 was M&T Bank, an estimated $76M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $4.12M sold.

Based on aggregated 13F filings for Q4 2019.