WisdomTree US High Dividend Fund
147 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 14 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $294M → $422M (+$127M)
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
8.98% more ownership
Funds ownership: 35.15% → 44.13% (+9%)
3% more funds holding
Funds holding: 143 → 147 (+4)
10% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$39.2M |
| 2 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$34.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$5.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.71M |
| 3 |
Morgan Stanley
New York
|
-$1.16M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.04M |
| 5 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$885K |
DHS Hedge Fund Activity: Q1 2019 in Review
147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2019, worth a combined $422M — up 43% from $294M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DHS positions and 14 closed out — a net gain of 4 holders — while 38 added to existing stakes and 42 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $39.2M. The largest seller was UBS Group, cutting an estimated $2.11M.
- 147 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2019, up from 143 in Q4 2018.
- Funds reported $422M of WisdomTree US High Dividend Fund stock for Q1 2019, up 43% quarter-over-quarter.
- 18 funds opened new WisdomTree US High Dividend Fund positions in Q1 2019 and 14 closed out, a net change of +4 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $39.2M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2019 was UBS Group, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2019.