WisdomTree US High Dividend Fund
182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.
1.96% less ownership
Funds ownership: 49.78% → 47.83% (-2%)
9% less funds holding
Funds holding: 200 → 182 (-18)
17% less capital invested
Capital invested by funds: $668M → $554M (-$114M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
41% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 75
62% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $524K
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.33M |
| 2 |
Goldman Sachs
New York
|
+$2.83M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.12M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.1M |
| 5 |
JP Morgan Chase
New York
|
+$765K |
Top Sellers
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$26M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.73M |
| 3 |
Morgan Stanley
New York
|
-$8.48M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.34M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$7.61M |
DHS Hedge Fund Activity: Q2 2023 in Review
182 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2023, worth a combined $554M — down 17% from $668M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of DHS and 10 opened new positions — a net loss of 16 holders — while 75 trimmed existing stakes and 44 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.33M. The largest seller was One Capital Management, exiting entirely with an estimated $26M sold.
- 182 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2023, down from 200 in Q1 2023.
- Funds reported $554M of WisdomTree US High Dividend Fund stock for Q2 2023, down 17% quarter-over-quarter.
- 10 funds opened new WisdomTree US High Dividend Fund positions in Q2 2023 and 26 closed out, a net change of -16 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $4.33M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2023 was One Capital Management, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2023.