WisdomTree US High Dividend Fund
155 hedge funds and large institutions have $324M invested in WisdomTree US High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 11 closing their positions.
4% more capital invested
Capital invested by funds: $311M → $324M (+$12.8M)
0.37% more ownership
Funds ownership: 39.85% → 40.22% (+0.37%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
2% less funds holding
Funds holding: 158 → 155 (-3)
20% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 51
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$23.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$881K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$803K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$694K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.28M |
| 3 |
Goldman Sachs
New York
|
-$1.91M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.75M |
DHS Hedge Fund Activity: Q2 2021 in Review
155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2021, worth a combined $324M — up 4.1% from $311M a quarter earlier.
Fund positioning in DHS was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 41 added to existing stakes and 51 trimmed.
The largest buyer was Clearwater Capital Advisors, adding an estimated $23.2M. The largest seller was Royal Bank of Canada, cutting an estimated $3.11M.
- 155 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2021, down from 158 in Q1 2021.
- Funds reported $324M of WisdomTree US High Dividend Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
- 11 funds opened new WisdomTree US High Dividend Fund positions in Q2 2021 and 11 closed out, a net change of 0 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2021 was Clearwater Capital Advisors, an estimated $23.2M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2021 was Royal Bank of Canada, an estimated $3.11M sold.
Based on aggregated 13F filings for Q2 2021.