WisdomTree US High Dividend Fund
166 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
34% more capital invested
Capital invested by funds: $277M → $372M (+$95.3M)
9% more funds holding
Funds holding: 152 → 166 (+14)
7.86% more ownership
Funds ownership: 35.1% → 42.96% (+7.9%)
7% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$5.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.13M |
| 4 |
Bank of New York Mellon
New York
|
+$839K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.47M |
| 2 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$1.32M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$796K |
| 4 |
EAM
Evanson Asset Management
Carmel,
California
|
-$778K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$582K |
DHS Hedge Fund Activity: Q4 2021 in Review
166 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2021, worth a combined $372M — up 34% from $277M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DHS positions and 12 closed out — a net gain of 15 holders — while 48 added to existing stakes and 45 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $5.4M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.47M sold.
- 166 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2021, up from 152 in Q3 2021.
- Funds reported $372M of WisdomTree US High Dividend Fund stock for Q4 2021, up 34% quarter-over-quarter.
- 27 funds opened new WisdomTree US High Dividend Fund positions in Q4 2021 and 12 closed out, a net change of +15 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2021 was Beacon Harbor Wealth Advisors, an estimated $5.4M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2021 was Flow Traders U.S., an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2021.