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WisdomTree US High Dividend Fund
DHS

203 hedge funds and large institutions have $512M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

5% more funds holding

Funds holding: 193 → 203 (+10)

2.79% less ownership

Funds ownership: 51.19% → 48.39% (-2.8%)

8% less capital invested

Capital invested by funds: $559M → $512M (-$47.4M)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
50
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.16M
2
Wells Fargo
Wells Fargo
California
+$2.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.42M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
PAG
Private Advisor Group
New Jersey
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
FCAS
First Command Advisory Services
Texas
-$5.98M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.61M
3
LPL Financial
LPL Financial
California
-$4.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.64M
5
Goldman Sachs
Goldman Sachs
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
126
West Coast Financial
California
$254K – – –
TW
127
Transform Wealth
Colorado
$250K – – –
EA
128
Efficient Advisors
Ohio
$249K -$10.1K -119 -4%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$246K +$24.5K +289 +11%
ONB
130
Old National Bancorp
Indiana
$244K – – –
KW
131
KWB Wealth
California
$243K -$28.6K -338 -11%
FPCP
132
Fort Point Capital Partners
California
$243K – – –
AWM
133
Apollon Wealth Management
South Carolina
$239K -$15.5K -183 -6%
WPC
134
Wedmont Private Capital
Pennsylvania
$235K +$228K +2,691 New
WWM
135
Western Wealth Management
Colorado
$233K +$4.4K +52 +2%
WB
136
Webster Bank
Connecticut
$231K – – –
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$221K +$11K +130 +5%
GWSG
138
GPS Wealth Strategies Group
Colorado
$213K – – –
DC
139
Davenport & Co
Virginia
$212K – – –
CL
140
Choreo LLC
Illinois
$211K – – –
RWM
141
Revisor Wealth Management
Ohio
$211K -$211K -2,495 -50%
US Bancorp
142
US Bancorp
Minnesota
$197K – – –
AF
143
Advisornet Financial
Minnesota
$196K +$592 +7 +0.3%
CPA
144
Cardiff Park Advisors
California
$194K +$1.02K +12 +0.5%
LC
145
Lindbrook Capital
California
$187K – – –
GWM
146
Geneos Wealth Management
Colorado
$155K +$169 +2 +0.1%
CSC
147
Caldwell Sutter Capital
California
$137K +$47.6K +562 +53%
AF
148
Allworth Financial
California
$112K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$102K -$3.13K -37 -3%
CPBTD
150
Central Pacific Bank - Trust Division
Hawaii
$102K – – –
4 5
6
7 8

DHS Hedge Fund Activity: Q2 2024 in Review

203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2024, worth a combined $512M — down 8.5% from $559M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $6.16M. The largest seller was First Command Advisory Services, cutting an estimated $5.98M.

  • 203 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $512M of WisdomTree US High Dividend Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2024 was Focus Partners Wealth, an estimated $6.16M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2024 was First Command Advisory Services, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2024.