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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $571M → $1.16B (+$589M)

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 175 → 200 (+25)

2.25% more ownership

Funds ownership: 50.32% → 52.58% (+2.3%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.7M
2
OCM
One Capital Management
California
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
4
Truist Financial
Truist Financial
North Carolina
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$10.4M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$23.7M
2
CB
Commerce Bank
Missouri
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.12M
5
KW
KWB Wealth
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFO
101
Virtus Family Office
Texas
$491K +$483K +5,706 New
IFA
102
Interactive Financial Advisors
Illinois
$485K +$5.59K +66 +1%
MWM
103
Maltin Wealth Management
New Jersey
$475K -$4.15K -49 -0.9%
KW
104
KWB Wealth
California
$470K -$521K -6,160 -53%
DC
105
Davenport & Co
Virginia
$457K -$4.82K -57 -1%
CFGS
106
Concourse Financial Group Securities
Alabama
$456K +$344K +4,064 +329%
RZH
107
Relyea Zuckerberg Hanson
Connecticut
$453K – – –
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$420K +$254 +3 +0.1%
FHB
109
First Hawaiian Bank
Hawaii
$381K – – –
TFG
110
Tilson Financial Group
New Jersey
$372K +$366K +4,322 New
EWA
111
Exencial Wealth Advisors
Oklahoma
$366K +$677 +8 +0.2%
PTC
112
Private Trust Company
Ohio
$362K +$356K +4,209 New
SYBT
113
Stock Yards Bank & Trust
Kentucky
$357K -$2.96K -35 -0.8%
TW
114
Transform Wealth
Colorado
$348K – – –
CDIA
115
Capital Directions Investment Advisors
Georgia
$344K +$339K +4,000 New
RW
116
Reframe Wealth
Virginia
$344K +$339K +4,000 New
FWCM
117
Ferguson Wellman Capital Management
Oregon
$341K – – –
FT
118
Fiduciary Trust
Massachusetts
$339K -$339 -4 -0.1%
PAM
119
Peak Asset Management
Colorado
$328K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$326K +$317K +3,747 +12,087%
SFA
121
Sequoia Financial Advisors
Ohio
$304K +$23.7K +280 +9%
VCS
122
Vaughan & Co Securities
New Jersey
$301K -$6.01K -71 -2%
MCC
123
Money Concepts Capital
Florida
$299K +$6.35K +75 +2%
SCM
124
Schnieders Capital Management
California
$287K – – –
IWM
125
Iams Wealth Management
Nebraska
$285K +$280K +3,311 New
3 4
5
6 7

DHS Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2022, worth a combined $1.16B — up 103% from $571M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHS positions and 10 closed out — a net gain of 29 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $23.7M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.16B of WisdomTree US High Dividend Fund stock for Q4 2022, up 103% quarter-over-quarter.
  • 39 funds opened new WisdomTree US High Dividend Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2022 was LPL Financial, an estimated $15.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2022.