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WisdomTree US High Dividend Fund
DHS

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

1% more funds holding

Funds holding: 191 → 193 (+2)

1% more capital invested

Capital invested by funds: $556M → $559M (+$3.21M)

0.49% more ownership

Funds ownership: 50.7% → 51.19% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

22% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 68

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$29.3M
2
FCAS
First Command Advisory Services
Texas
+$5.81M
3
DWM
Dakota Wealth Management
Florida
+$5.18M
4
IWP
Invenio Wealth Partners
Florida
+$3.63M
5
Goldman Sachs
Goldman Sachs
New York
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.8M
2
LPL Financial
LPL Financial
California
-$18.8M
3
Ameriprise
Ameriprise
Minnesota
-$5.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.92M
5
FTUS
Flow Traders U.S.
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
101
GSG Advisors
New Jersey
$422K +$2.96K +36 +0.7%
RWM
102
Revisor Wealth Management
Ohio
$421K +$411K +4,990 New
BPA
103
Beacon Pointe Advisors
California
$386K -$7.57K -92 -2%
FHB
104
First Hawaiian Bank
Hawaii
$384K – – –
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$379K -$199K -2,421 -36%
SC
106
Savant Capital
Illinois
$368K – – –
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$357K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$348K -$17K -207 -5%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$344K – – –
SFA
110
Sequoia Financial Advisors
Ohio
$309K +$1.32K +16 +0.5%
FHA
111
Flagship Harbor Advisors
Massachusetts
$306K +$12.8K +155 +5%
EH
112
Equitable Holdings
New York
$305K -$67.9K -825 -19%
FT
113
Fiduciary Trust
Massachusetts
$303K – – –
TFG
114
Tilson Financial Group
New Jersey
$300K – – –
CAWM
115
Capital Advisors Wealth Management
Washington
$292K +$1.81K +22 +0.7%
SCM
116
Schnieders Capital Management
California
$289K – – –
KWM
117
Keebeck Wealth Management
Illinois
$284K +$270K +3,278 New
VCS
118
Vaughan & Co Securities
New Jersey
$281K – – –
MCA
119
MSH Capital Advisors
Arizona
$273K – – –
KW
120
KWB Wealth
California
$272K -$141K -1,709 -35%
RCA
121
Ranch Capital Advisors
Florida
$272K +$988 +12 +0.4%
EA
122
Efficient Advisors
Ohio
$266K -$7.99K -97 -3%
EFA
123
Edge Financial Advisors
Illinois
$263K +$250K +3,034 New
AWM
124
Apollon Wealth Management
South Carolina
$261K +$12.8K +155 +5%
WCF
125
West Coast Financial
California
$260K – – –
3 4
5
6 7

DHS Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2024, worth a combined $559M — up 0.58% from $556M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DHS positions and 15 closed out — a net gain of 6 holders — while 53 added to existing stakes and 68 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $29.3M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 193 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $559M of WisdomTree US High Dividend Fund stock for Q1 2024, up 0.58% quarter-over-quarter.
  • 21 funds opened new WisdomTree US High Dividend Fund positions in Q1 2024 and 15 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $29.3M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.