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WisdomTree US High Dividend Fund
DHS

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

3% more funds holding

Funds holding: 182 → 187 (+5)

1% more capital invested

Capital invested by funds: $554M → $560M (+$6.64M)

0.7% more ownership

Funds ownership: 47.83% → 48.53% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.07M
3
LPL Financial
LPL Financial
California
+$5.54M
4
WA
Win Advisors
Florida
+$4.49M
5
IAIM
International Assets Investment Management
Florida
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.9M
2
LW
Linscomb Wealth
Texas
-$3.09M
3
Ameriprise
Ameriprise
Minnesota
-$2.92M
4
KAS
Kestra Advisory Services
Texas
-$2.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
Iams Wealth Management
Nebraska
$258K +$267K +3,311 New
RCA
127
Ranch Capital Advisors
Florida
$250K +$11.9K +148 +5%
MCA
128
MSH Capital Advisors
Arizona
$246K – – –
EA
129
Efficient Advisors
Ohio
$243K -$6.45K -80 -3%
EWA
130
Exencial Wealth Advisors
Oklahoma
$242K -$21.7K -269 -8%
CAWM
131
Capital Advisors Wealth Management
Washington
$236K -$13.5K -168 -5%
WCF
132
West Coast Financial
California
$234K – – –
SYBT
133
Stock Yards Bank & Trust
Kentucky
$234K – – –
AC
134
Avant Capital
Louisiana
$233K +$564 +7 +0.2%
VFO
135
Virtus Family Office
Texas
$232K +$10.9K +135 +5%
HL
136
HeadInvest LLC
Maine
$226K -$200K -2,480 -46%
ONB
137
Old National Bancorp
Indiana
$225K – – –
AWM
138
Apollon Wealth Management
South Carolina
$222K +$725 +9 +0.3%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$215K -$213K -2,642 -49%
WB
140
Webster Bank
Connecticut
$213K – – –
WWM
141
Western Wealth Management
Colorado
$211K -$2.82K -35 -1%
AWS
142
Atria Wealth Solutions
New York
$206K +$212K +2,637 New
US Bancorp
143
US Bancorp
Minnesota
$181K – – –
CPA
144
Cardiff Park Advisors
California
$176K +$886 +11 +0.5%
IA
145
IFP Advisors
Florida
$173K – – –
LC
146
Lindbrook Capital
California
$172K – – –
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$155K +$160K +1,986 New
GWM
148
Geneos Wealth Management
Colorado
$143K -$8.7K -108 -6%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$141K – – –
SFC
150
SYM Financial Corp
Indiana
$136K +$140K +1,741 New
4 5
6
7 8

DHS Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2023, worth a combined $560M — up 1.2% from $554M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DHS positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $11.9M.

  • 187 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $560M of WisdomTree US High Dividend Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new WisdomTree US High Dividend Fund positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2023 was Wells Fargo, an estimated $10.3M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2023 was Morgan Stanley, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.