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WisdomTree US High Dividend Fund
DHS

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.3M)

6% more funds holding

Funds holding: 166 → 176 (+10)

2.14% more ownership

Funds ownership: 42.96% → 45.1% (+2.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.5M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.01M
4
WWM
WJ Wealth Management
Arizona
+$7.15M
5
Wells Fargo
Wells Fargo
California
+$5.04M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$5.81M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$5.61M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
APP
Avantax Planning Partners
Iowa
-$791K
5
BWM
BerganKDV Wealth Management
Minnesota
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
101
Efficient Advisors
Ohio
$336K -$24.6K -288 -7%
COCM
102
Charter Oak Capital Management
New Hampshire
$327K – – –
VCS
103
Vaughan & Co Securities
New Jersey
$321K -$854 -10 -0.3%
AC
104
Avant Capital
Louisiana
$313K +$427 +5 +0.1%
RA
105
RFG Advisory
Alabama
$313K +$304K +3,555 New
TRCT
106
Tower Research Capital (TRC)
New York
$307K -$118K -1,383 -28%
IWC
107
Integrated Wealth Concepts
Massachusetts
$298K -$69.4K -812 -19%
Stifel Financial
108
Stifel Financial
Missouri
$296K +$36.1K +423 +14%
SCM
109
Schnieders Capital Management
California
$294K – – –
CAWM
110
Capital Advisors Wealth Management
Washington
$293K +$854 +10 +0.3%
GRP
111
Global Retirement Partners
California
$293K +$282K +3,303 New
MCA
112
MSH Capital Advisors
Arizona
$286K – – –
NEWAS
113
N.E.W. Advisory Services
Wisconsin
$285K +$318K +3,722 New
RCA
114
Ranch Capital Advisors
Florida
$284K +$342 +4 +0.1%
SFA
115
Sequoia Financial Advisors
Ohio
$279K +$270K +3,163 New
MCC
116
Money Concepts Capital
Florida
$269K -$2.56K -30 -1%
WCF
117
West Coast Financial
California
$264K – – –
CCFM
118
Clear Creek Financial Management
Washington
$263K -$7.78K -91 -3%
BFPW
119
BOK Financial Private Wealth
Colorado
$260K – – –
AWM
120
Apollon Wealth Management
South Carolina
$255K +$4.96K +58 +2%
ONB
121
Old National Bancorp
Indiana
$254K – – –
JMPWA
122
JP Morgan Private Wealth Advisors
California
$253K -$23.5K -275 -9%
Citadel Advisors
123
Citadel Advisors
Florida
$247K -$383K -4,481 -62%
WB
124
Webster Bank
Connecticut
$240K – – –
GW
125
GW & Wade
Massachusetts
$231K – – –
3 4
5
6 7

DHS Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2022, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 12 closed out — a net gain of 12 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Raymond James & Associates, cutting an estimated $5.81M.

  • 176 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2022, up from 166 in Q4 2021.
  • Funds reported $459M of WisdomTree US High Dividend Fund stock for Q1 2022, up 23% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q1 2022 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2022 was LPL Financial, an estimated $13.5M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2022 was Raymond James & Associates, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2022.