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WisdomTree US High Dividend Fund
DHS

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $512M → $551M (+$39.2M)

2% more funds holding

Funds holding: 203 → 207 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.77% less ownership

Funds ownership: 48.39% → 47.62% (-0.77%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
54
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$2.22M
2
WIA
World Investment Advisors
California
+$1.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M
4
Bank of America
Bank of America
North Carolina
+$969K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$786K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.07M
2
LPL Financial
LPL Financial
California
-$3.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.17M
4
Goldman Sachs
Goldman Sachs
New York
-$2.48M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$430K – – –
BPA
102
Beacon Pointe Advisors
California
$417K – – –
FHB
103
First Hawaiian Bank
Hawaii
$415K – – –
MWM
104
Maltin Wealth Management
New Jersey
$406K -$79.2K -879 -17%
BRWA
105
B. Riley Wealth Advisors
Florida
$391K -$34.7K -385 -8%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$390K -$227K -2,519 -38%
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$386K – – –
FHA
108
Flagship Harbor Advisors
Massachusetts
$374K +$40.8K +453 +13%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$371K +$69.7K +773 +24%
EWA
110
EP Wealth Advisors
California
$364K +$350K +3,881 New
FCA
111
FinTrust Capital Advisors
South Carolina
$362K – – –
AAS
112
Avantax Advisory Services
Texas
$355K +$7.12K +79 +2%
VFO
113
Virtus Family Office
Texas
$345K -$991 -11 -0.3%
CAM
114
Cresset Asset Management
Illinois
$338K – – –
FT
115
Fiduciary Trust
Massachusetts
$328K – – –
TFG
116
Tilson Financial Group
New Jersey
$325K – – –
CAWM
117
Capital Advisors Wealth Management
Washington
$322K +$2.61K +29 +0.9%
AI
118
Atria Investments
North Carolina
$321K +$15K +166 +5%
M&T Bank
119
M&T Bank
New York
$315K +$303K +3,359 New
SCM
120
Schnieders Capital Management
California
$313K – – –
SFA
121
Sequoia Financial Advisors
Ohio
$313K +$1.62K +18 +0.5%
VCS
122
Vaughan & Co Securities
New Jersey
$304K – – –
MCA
123
MSH Capital Advisors
Arizona
$295K – – –
FWCM
124
Ferguson Wellman Capital Management
Oregon
$295K – – –
EFA
125
Edge Financial Advisors
Illinois
$282K -$5.59K -62 -2%
3 4
5
6 7

DHS Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2024, worth a combined $551M — up 7.7% from $512M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DHS positions and 12 closed out — a net gain of 6 holders — while 54 added to existing stakes and 64 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $2.22M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.07M.

  • 207 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2024, up from 203 in Q2 2024.
  • Funds reported $551M of WisdomTree US High Dividend Fund stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree US High Dividend Fund positions in Q3 2024 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $2.22M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2024.