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WisdomTree US High Dividend Fund
DHS

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $303M → $329M (+$26.7M)

3% more funds holding

Funds holding: 144 → 148 (+4)

0.42% more ownership

Funds ownership: 42.13% → 42.55% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

54% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 65

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.23M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
3
Wells Fargo
Wells Fargo
California
+$1.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$937K
5
Jane Street
Jane Street
New York
+$792K

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$4.4M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
3
PVH
Psagot Value Holdings
Israel
-$1.37M
4
AAS
Avantax Advisory Services
Texas
-$1.24M
5
APP
Avantax Planning Partners
Iowa
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
101
M&T Bank
New York
$209K +$201K +3,014 New
WCF
102
West Coast Financial
California
$208K +$200K +3,000 New
JMPWA
103
JP Morgan Private Wealth Advisors
California
$205K -$33.4K -501 -15%
MCC
104
Money Concepts Capital
Florida
$205K +$197K +2,958 New
PWA
105
Phoenix Wealth Advisors
North Carolina
$173K +$167K +2,498 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$134K -$214K -3,200 -62%
GRP
107
Global Retirement Partners
California
$132K – – –
AWM
108
Avior Wealth Management
Nebraska
$127K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$125K – – –
CFO
110
CVA Family Office
Colorado
$121K +$2K +30 +2%
TRCT
111
Tower Research Capital (TRC)
New York
$118K -$232K -3,474 -67%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$118K -$19.8K -296 -15%
SPIA
113
Steward Partners Investment Advisory
New York
$90K -$83.4K -1,250 -49%
SFPG
114
Stonebridge Financial Planning Group
Florida
$90K -$16.7K -250 -16%
First Manhattan
115
First Manhattan
New York
$89K +$86.4K +1,295 New
CFGS
116
Concourse Financial Group Securities
Alabama
$83K – – –
1IA
117
1834 Investment Advisors
Wisconsin
$76K – – –
VFA
118
Valeo Financial Advisors
Indiana
$66K – – –
AA
119
Ancora Advisors
Ohio
$62K -$6.41K -96 -10%
SIM
120
Sonora Investment Management
Arizona
$59K – – –
MIM
121
MTM Investment Management
South Carolina
$54K +$52K +779 New
AIM
122
Arcadia Investment Management
Michigan
$51K – – –
GWM
123
Geneos Wealth Management
Colorado
$51K +$243K +3,642 +540%
FCB
124
First Command Bank
Texas
$46K -$6.87K -103 -13%
FCFS
125
First Command Financial Services
Texas
$46K -$6.87K -103 -13%
3 4
5
6 7

DHS Hedge Fund Activity: Q4 2020 in Review

148 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2020, worth a combined $329M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DHS positions and 14 closed out — a net gain of 6 holders — while 30 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.23M. The largest seller was Colony Group, cutting an estimated $4.4M.

  • 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $329M of WisdomTree US High Dividend Fund stock for Q4 2020, up 8.8% quarter-over-quarter.
  • 20 funds opened new WisdomTree US High Dividend Fund positions in Q4 2020 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2020 was LPL Financial, an estimated $4.23M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2020 was Colony Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2020.