WisdomTree US High Dividend Fund
158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
7% more funds holding
Funds holding: 148 → 158 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.7% less ownership
Funds ownership: 42.55% → 39.85% (-2.7%)
5% less capital invested
Capital invested by funds: $329M → $311M (-$18.1M)
15% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.88M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.63M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$53.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.72M |
| 3 |
Morgan Stanley
New York
|
-$1.41M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.35M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$1.33M |
DHS Hedge Fund Activity: Q1 2021 in Review
158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2021, worth a combined $311M — down 5.5% from $329M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DHS positions and 7 closed out — a net gain of 12 holders — while 47 added to existing stakes and 55 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $4.88M. The largest seller was Linscomb Wealth, cutting an estimated $53.6M.
- 158 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2021, up from 148 in Q4 2020.
- Funds reported $311M of WisdomTree US High Dividend Fund stock for Q1 2021, down 5.5% quarter-over-quarter.
- 19 funds opened new WisdomTree US High Dividend Fund positions in Q1 2021 and 7 closed out, a net change of +12 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2021 was Principal Financial Group, an estimated $4.88M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2021 was Linscomb Wealth, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2021.