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WisdomTree US High Dividend Fund
DHS

203 hedge funds and large institutions have $512M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

5% more funds holding

Funds holding: 193 → 203 (+10)

2.79% less ownership

Funds ownership: 51.19% → 48.39% (-2.8%)

8% less capital invested

Capital invested by funds: $559M → $512M (-$47.4M)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
50
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.16M
2
Wells Fargo
Wells Fargo
California
+$2.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.42M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
PAG
Private Advisor Group
New Jersey
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
FCAS
First Command Advisory Services
Texas
-$5.98M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.61M
3
LPL Financial
LPL Financial
California
-$4.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.64M
5
Goldman Sachs
Goldman Sachs
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
101
GSG Advisors
New Jersey
$420K +$4.82K +57 +1%
NS
102
NBC Securities
Alabama
$415K +$1.02K +12 +0.2%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$387K -$660K -7,800 -63%
BRWA
104
B. Riley Wealth Advisors
Florida
$386K -$183K -2,157 -32%
BPA
105
Beacon Pointe Advisors
California
$376K – – –
FHB
106
First Hawaiian Bank
Hawaii
$374K – – –
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$348K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$327K -$12.9K -152 -4%
AAS
109
Avantax Advisory Services
Texas
$314K +$117K +1,386 +60%
VFO
110
Virtus Family Office
Texas
$312K +$78.1K +923 +33%
CAM
111
Cresset Asset Management
Illinois
$305K +$305K +3,604 New
FHA
112
Flagship Harbor Advisors
Massachusetts
$299K – – –
FT
113
Fiduciary Trust
Massachusetts
$295K – – –
TFG
114
Tilson Financial Group
New Jersey
$293K – – –
PA
115
PFG Advisors
Arizona
$290K +$290K +3,423 New
CAWM
116
Capital Advisors Wealth Management
Washington
$288K +$3.05K +36 +1%
SCM
117
Schnieders Capital Management
California
$283K – – –
SFA
118
Sequoia Financial Advisors
Ohio
$280K -$21.4K -253 -7%
AI
119
Atria Investments
North Carolina
$276K +$276K +3,260 New
VCS
120
Vaughan & Co Securities
New Jersey
$274K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$269K +$30K +355 +13%
RCA
122
Ranch Capital Advisors
Florida
$267K +$1.52K +18 +0.6%
MCA
123
MSH Capital Advisors
Arizona
$266K – – –
FWCM
124
Ferguson Wellman Capital Management
Oregon
$266K -$69.7K -824 -21%
EFA
125
Edge Financial Advisors
Illinois
$260K +$3.05K +36 +1%
3 4
5
6 7

DHS Hedge Fund Activity: Q2 2024 in Review

203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2024, worth a combined $512M — down 8.5% from $559M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $6.16M. The largest seller was First Command Advisory Services, cutting an estimated $5.98M.

  • 203 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $512M of WisdomTree US High Dividend Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2024 was Focus Partners Wealth, an estimated $6.16M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2024 was First Command Advisory Services, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2024.