WisdomTree US High Dividend Fund
139 hedge funds and large institutions have $377M invested in WisdomTree US High Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 53 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more funds holding
Funds holding: 138 → 139 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.58% less ownership
Funds ownership: 40.25% → 37.66% (-2.6%)
11% less capital invested
Capital invested by funds: $422M → $377M (-$45.7M)
43% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.26M |
| 2 |
AssetMark Inc
Concord,
California
|
+$916K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$359K |
| 4 |
S
SignatureFD
Atlanta,
Georgia
|
+$353K |
| 5 |
Goldman Sachs
New York
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.5M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$15.3M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$6.44M |
| 4 |
Morgan Stanley
New York
|
-$4.31M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.18M |
DHS Hedge Fund Activity: Q2 2018 in Review
139 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2018, worth a combined $377M — down 11% from $422M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DHS positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 53 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $18.5M.
- 139 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2018, up from 138 in Q1 2018.
- Funds reported $377M of WisdomTree US High Dividend Fund stock for Q2 2018, down 11% quarter-over-quarter.
- 16 funds opened new WisdomTree US High Dividend Fund positions in Q2 2018 and 14 closed out, a net change of +2 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $2.26M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2018 was Jane Street, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2018.