WisdomTree US High Dividend Fund
148 hedge funds and large institutions have $373M invested in WisdomTree US High Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
1% more funds holding
Funds holding: 146 → 148 (+2)
5% less ownership
Funds ownership: 43.5% → 38.5% (-5%)
12% less capital invested
Capital invested by funds: $423M → $373M (-$49.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.74M |
| 2 |
Jane Street
New York
|
+$1.14M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$656K |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$529K |
| 5 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$35.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.59M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$6.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 5 |
Morgan Stanley
New York
|
-$1.11M |
DHS Hedge Fund Activity: Q3 2019 in Review
148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2019, worth a combined $373M — down 12% from $423M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DHS positions and 8 closed out — a net gain of 4 holders — while 47 added to existing stakes and 38 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.74M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $35.8M sold.
- 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2019, up from 146 in Q2 2019.
- Funds reported $373M of WisdomTree US High Dividend Fund stock for Q3 2019, down 12% quarter-over-quarter.
- 12 funds opened new WisdomTree US High Dividend Fund positions in Q3 2019 and 8 closed out, a net change of +4 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.74M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2019 was Daido Life Insurance Company, an estimated $35.8M sold.
Based on aggregated 13F filings for Q3 2019.