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WisdomTree US High Dividend Fund
DHS

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

2.17% more ownership

Funds ownership: 48.53% → 50.7% (+2.2%)

2% more funds holding

Funds holding: 187 → 191 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $560M → $556M (-$4.25M)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Ameriprise
Ameriprise
Minnesota
+$3.59M
3
FTUS
Flow Traders U.S.
New York
+$2.66M
4
IWP
Invenio Wealth Partners
Florida
+$1.71M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.75M
2
KAS
Kestra Advisory Services
Texas
-$7.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.36M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.76M
5
WA
Win Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
126
Davenport & Co
Virginia
$255K -$36.3K -464 -13%
WCF
127
West Coast Financial
California
$247K – – –
ONB
128
Old National Bancorp
Indiana
$237K – – –
AWM
129
Apollon Wealth Management
South Carolina
$235K +$704 +9 +0.3%
WB
130
Webster Bank
Connecticut
$224K – – –
WWM
131
Western Wealth Management
Colorado
$222K – – –
VFO
132
Virtus Family Office
Texas
$222K -$20.9K -267 -9%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$221K -$5.08K -65 -2%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$216K +$206K +2,629 New
GWSG
135
GPS Wealth Strategies Group
Colorado
$207K -$196K -2,508 -50%
CL
136
Choreo LLC
Illinois
$206K +$196K +2,505 New
EWA
137
Exencial Wealth Advisors
Oklahoma
$204K -$48.1K -615 -20%
GW
138
GW & Wade
Massachusetts
$204K +$194K +2,480 New
AWS
139
Atria Wealth Solutions
New York
$203K -$13.1K -168 -6%
AF
140
Advisornet Financial
Minnesota
$200K -$711K -9,092 -79%
US Bancorp
141
US Bancorp
Minnesota
$191K – – –
CPA
142
Cardiff Park Advisors
California
$186K +$938 +12 +0.5%
LC
143
Lindbrook Capital
California
$181K – – –
AWM
144
Avior Wealth Management
Nebraska
$151K -$200K -2,551 -58%
CTC
145
Central Trust Company
Missouri
$151K +$24.8K +317 +21%
GWM
146
Geneos Wealth Management
Colorado
$150K +$156 +2 +0.1%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$148K – – –
CFB
148
Cullen/Frost Bankers
Texas
$116K +$110K +1,407 New
CFGS
149
Concourse Financial Group Securities
Alabama
$102K – – –
IA
150
IFP Advisors
Florida
$95.7K -$81.8K -1,046 -47%
4 5
6
7 8

DHS Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2023, worth a combined $556M — down 0.76% from $560M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $8.75M.

  • 191 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $556M of WisdomTree US High Dividend Fund stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2023 was Bank of America, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.