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WisdomTree US High Dividend Fund
DHS

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

3% more funds holding

Funds holding: 182 → 187 (+5)

1% more capital invested

Capital invested by funds: $554M → $560M (+$6.64M)

0.7% more ownership

Funds ownership: 47.83% → 48.53% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.07M
3
LPL Financial
LPL Financial
California
+$5.54M
4
WA
Win Advisors
Florida
+$4.49M
5
IAIM
International Assets Investment Management
Florida
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.9M
2
LW
Linscomb Wealth
Texas
-$3.09M
3
Ameriprise
Ameriprise
Minnesota
-$2.92M
4
KAS
Kestra Advisory Services
Texas
-$2.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Maripau Wealth Management
Indiana
$427K +$53.4K +663 +14%
CA
102
Claro Advisors
Massachusetts
$419K +$25.1K +311 +6%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$418K -$165K -2,052 -28%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$411K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$406K -$34.6K -430 -8%
MWM
106
Maltin Wealth Management
New Jersey
$401K -$26.4K -328 -6%
GWSG
107
GPS Wealth Strategies Group
Colorado
$392K – – –
GA
108
GSG Advisors
New Jersey
$377K +$389K +4,826 New
BPA
109
Beacon Pointe Advisors
California
$351K +$362K +4,498 New
FHB
110
First Hawaiian Bank
Hawaii
$346K – – –
AWM
111
Avior Wealth Management
Nebraska
$342K +$9.02K +112 +3%
TFG
112
Tilson Financial Group
New Jersey
$337K – – –
SC
113
Savant Capital
Illinois
$332K -$3.38K -42 -1%
FCA
114
FinTrust Capital Advisors
South Carolina
$328K +$108K +1,341 +47%
GCP
115
GSA Capital Partners
United Kingdom
$320K +$331K +4,104 New
TW
116
Transform Wealth
Colorado
$312K – – –
FWCM
117
Ferguson Wellman Capital Management
Oregon
$310K – – –
T
118
TRUADVICE
Florida
$304K +$323K +4,011 New
SFA
119
Sequoia Financial Advisors
Ohio
$281K +$1.77K +22 +0.6%
DC
120
Davenport & Co
Virginia
$279K -$64.5K -800 -18%
VCS
121
Vaughan & Co Securities
New Jersey
$273K – – –
FT
122
Fiduciary Trust
Massachusetts
$273K – – –
AWA
123
Arete Wealth Advisors
Illinois
$268K -$91.6K -1,137 -25%
FHA
124
Flagship Harbor Advisors
Massachusetts
$264K +$15.5K +192 +6%
SCM
125
Schnieders Capital Management
California
$261K – – –
3 4
5
6 7

DHS Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2023, worth a combined $560M — up 1.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DHS positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $11.9M.

  • 187 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $560M of WisdomTree US High Dividend Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new WisdomTree US High Dividend Fund positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2023 was Wells Fargo, an estimated $10.3M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2023 was Morgan Stanley, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.