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WisdomTree US High Dividend Fund
DHS

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $512M → $551M (+$39.2M)

2% more funds holding

Funds holding: 203 → 207 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.77% less ownership

Funds ownership: 48.39% → 47.62% (-0.77%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
54
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$2.22M
2
WIA
World Investment Advisors
California
+$1.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M
4
Bank of America
Bank of America
North Carolina
+$969K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$786K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.07M
2
LPL Financial
LPL Financial
California
-$3.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.17M
4
Goldman Sachs
Goldman Sachs
New York
-$2.48M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
126
West Coast Financial
California
$281K – – –
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$281K -$957K -10,624 -78%
TW
128
Transform Wealth
Colorado
$277K – – –
FPAS
129
Focus Partners Advisor Solutions
Missouri
$272K – – –
ONB
130
Old National Bancorp
Indiana
$271K – – –
EA
131
Efficient Advisors
Ohio
$269K -$7.03K -78 -3%
AWM
132
Apollon Wealth Management
South Carolina
$266K +$541 +6 +0.2%
RCA
133
Ranch Capital Advisors
Florida
$260K -$34.6K -384 -12%
WWM
134
Western Wealth Management
Colorado
$259K +$180 +2 +0.1%
WPC
135
Wedmont Private Capital
Pennsylvania
$252K – – –
GWSG
136
GPS Wealth Strategies Group
Colorado
$236K – – –
WB
137
Webster Bank
Connecticut
$235K -$19.8K -220 -8%
DC
138
Davenport & Co
Virginia
$235K – – –
CL
139
Choreo LLC
Illinois
$234K – – –
RWM
140
Revisor Wealth Management
Ohio
$234K – – –
KW
141
KWB Wealth
California
$223K -$15.1K -168 -6%
US Bancorp
142
US Bancorp
Minnesota
$218K – – –
JLBC
143
J.L. Bainbridge & Co
Florida
$216K +$208K +2,306 New
CPA
144
Cardiff Park Advisors
California
$215K +$811 +9 +0.4%
SAW
145
Signal Advisors Wealth
Michigan
$211K +$203K +2,249 New
FSA
146
Financial Sense Advisors
California
$211K +$202K +2,247 New
NFG
147
Nations Financial Group
Iowa
$210K +$202K +2,238 New
EH
148
Equitable Holdings
New York
$208K +$200K +2,222 New
LC
149
Lindbrook Capital
California
$207K – – –
SI
150
Saxon Interests
Texas
$201K +$193K +2,140 New
4 5
6
7 8

DHS Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2024, worth a combined $551M — up 7.7% from $512M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DHS positions and 12 closed out — a net gain of 6 holders — while 54 added to existing stakes and 64 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $2.22M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.07M.

  • 207 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2024, up from 203 in Q2 2024.
  • Funds reported $551M of WisdomTree US High Dividend Fund stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree US High Dividend Fund positions in Q3 2024 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $2.22M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2024.