WisdomTree US High Dividend Fund
122 hedge funds and large institutions have $485M invested in WisdomTree US High Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
1.13% more ownership
Funds ownership: 38.37% → 39.5% (+1.1%)
3% more capital invested
Capital invested by funds: $472M → $485M (+$12.6M)
1% more funds holding
Funds holding: 121 → 122 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
35% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$27.6M |
| 2 |
AssetMark Inc
Concord,
California
|
+$5.05M |
| 3 |
CIM
Corda Investment Management
Houston,
Texas
|
+$1.57M |
| 4 |
VF
Virtu Financial
New York
|
+$1.23M |
| 5 |
CBN
Cadence Bank NA
Houston,
Texas
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.78M |
| 2 |
Morgan Stanley
New York
|
-$6.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.23M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$2.79M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
DHS Hedge Fund Activity: Q3 2017 in Review
122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2017, worth a combined $485M — up 2.7% from $472M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DHS positions and 9 closed out — a net gain of 3 holders — while 32 added to existing stakes and 49 trimmed.
The largest buyer was Daido Life Insurance Company, adding an estimated $27.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.78M.
- 122 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2017, up from 121 in Q2 2017.
- Funds reported $485M of WisdomTree US High Dividend Fund stock for Q3 2017, up 2.7% quarter-over-quarter.
- 12 funds opened new WisdomTree US High Dividend Fund positions in Q3 2017 and 9 closed out, a net change of +3 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2017 was Daido Life Insurance Company, an estimated $27.6M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2017 was Commonwealth Equity Services, an estimated $9.78M sold.
Based on aggregated 13F filings for Q3 2017.