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WisdomTree US High Dividend Fund
DHS

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.3M)

6% more funds holding

Funds holding: 166 → 176 (+10)

2.14% more ownership

Funds ownership: 42.96% → 45.1% (+2.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.5M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.01M
4
WWM
WJ Wealth Management
Arizona
+$7.15M
5
Wells Fargo
Wells Fargo
California
+$5.04M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$5.81M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$5.61M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
APP
Avantax Planning Partners
Iowa
-$791K
5
BWM
BerganKDV Wealth Management
Minnesota
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
Arkadios Wealth Advisors
Georgia
$226K -$130K -1,524 -37%
OPS
127
Orion Portfolio Solutions
Nebraska
$224K -$38.3K -448 -15%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$221K -$342K -4,000 -62%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$221K -$9.48K -111 -4%
CL
130
Choreo LLC
Illinois
$221K – – –
1IA
131
1834 Investment Advisors
Wisconsin
$220K -$23.1K -270 -10%
WFA
132
Wipfli Financial Advisors
Wisconsin
$210K +$204K +2,382 New
JLBC
133
J.L. Bainbridge & Co
Florida
$203K +$197K +2,306 New
LC
134
Lindbrook Capital
California
$194K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$164K – – –
AWM
136
Avior Wealth Management
Nebraska
$161K – – –
CFO
137
CVA Family Office
Colorado
$160K +$513 +6 +0.3%
First Manhattan
138
First Manhattan
New York
$114K – – –
QCG
139
Quadrant Capital Group
Ohio
$114K – – –
BAM
140
Belpointe Asset Management
Nevada
$111K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$106K – – –
WPWM
142
Western Pacific Wealth Management
Illinois
$102K – – –
AA
143
Ancora Advisors
Ohio
$84K +$85 +1 +0.1%
APA
144
American Portfolios Advisors
New York
$81.7K +$85 +1 +0.1%
CPA
145
Cardiff Park Advisors
California
$73K +$70.9K +830 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$70K -$99.6K -1,166 -59%
WB
147
West Bancorporation
Iowa
$66K – – –
NFSG
148
Newbridge Financial Services Group
Florida
$64K – – –
EWM
149
EPG Wealth Management
Georgia
$61K +$85 +1 +0.1%
GWM
150
Geneos Wealth Management
Colorado
$59K – – –
4 5
6
7 8

DHS Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2022, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 12 closed out — a net gain of 12 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Raymond James & Associates, cutting an estimated $5.81M.

  • 176 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2022, up from 166 in Q4 2021.
  • Funds reported $459M of WisdomTree US High Dividend Fund stock for Q1 2022, up 23% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q1 2022 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2022 was LPL Financial, an estimated $13.5M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2022 was Raymond James & Associates, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2022.