WisdomTree US High Dividend Fund
148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $303M → $329M (+$26.7M)
3% more funds holding
Funds holding: 144 → 148 (+4)
0.42% more ownership
Funds ownership: 42.13% → 42.55% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
54% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$937K |
| 5 |
Jane Street
New York
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$4.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.6M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$1.37M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.24M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$966K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
151
Avantax Advisory Services
Dallas,
Texas
| – | -$1.24M | -19,748 | Closed |
|
|
JWCA
152
J.W. Cole Advisors
Tampa,
Florida
| – | -$689K | -11,023 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$385K | -6,153 | Closed |
|
|
GW
154
GW & Wade
Wellesley,
Massachusetts
| – | -$231K | -3,698 | Closed |
|
|
SW
155
SVB Wealth
Boston,
Massachusetts
| – | -$223K | -3,567 | Closed |
|
|
EH
156
Equitable Holdings
New York
| – | -$216K | -3,450 | Closed |
|
|
SRC
157
Sage Rhino Capital
Menlo Park,
California
| – | -$210K | -3,360 | Closed |
|
|
WCG
158
Weaver Consulting Group
Huntington Beach,
California
| – | -$149K | -2,390 | Closed |
|
|
GSWM
159
Golden State Wealth Management
Santa Ana,
California
| – | -$68K | -1,095 | Closed |
|
|
FHA
160
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$46K | -743 | Closed |
|
|
PFS
161
Prospera Financial Services
Dallas,
Texas
| – | -$17K | -270 | Closed |
|
|
WT
162
Washington Trust
Westerly,
Rhode Island
| – | -$10K | -155 | Closed |
|
|
JSC
163
Jackson Square Capital
San Francisco,
California
| – | -$8K | -121 | Closed |
|
DHS Hedge Fund Activity: Q4 2020 in Review
148 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2020, worth a combined $329M — up 8.8% from $303M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DHS positions and 14 closed out — a net gain of 6 holders — while 30 added to existing stakes and 65 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.23M. The largest seller was Colony Group, cutting an estimated $4.4M.
- 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2020, up from 144 in Q3 2020.
- Funds reported $329M of WisdomTree US High Dividend Fund stock for Q4 2020, up 8.8% quarter-over-quarter.
- 20 funds opened new WisdomTree US High Dividend Fund positions in Q4 2020 and 14 closed out, a net change of +6 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2020 was LPL Financial, an estimated $4.23M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2020 was Colony Group, an estimated $4.4M sold.
Based on aggregated 13F filings for Q4 2020.