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WisdomTree US High Dividend Fund
DHS

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.3M)

6% more funds holding

Funds holding: 166 → 176 (+10)

2.14% more ownership

Funds ownership: 42.96% → 45.1% (+2.1%)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.5M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.01M
4
WWM
WJ Wealth Management
Arizona
+$7.15M
5
Wells Fargo
Wells Fargo
California
+$5.04M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$5.81M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$5.61M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
APP
Avantax Planning Partners
Iowa
-$791K
5
BWM
BerganKDV Wealth Management
Minnesota
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
151
First Command Bank
Texas
$58K -$9.83K -115 -15%
FCFS
152
First Command Financial Services
Texas
$58K -$9.83K -115 -15%
GAM
153
Gemmer Asset Management
California
$58K – – –
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$53K – – –
CWP
155
Concord Wealth Partners
Virginia
$52K +$21.4K +250 +73%
SBL
156
Sargent Bickham Lagudis
Colorado
$51K – – –
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$46K +$44.7K +523 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44K – – –
US Bancorp
159
US Bancorp
Minnesota
$38K – – –
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K +$34.8K +407 New
GEA
161
Glen Eagle Advisors
New Jersey
$35.2K – – –
TCM
162
Tradewinds Capital Management
Washington
$28K +$85 +1 +0.3%
KPCM
163
Kings Point Capital Management
New York
$25K – – –
PFS
164
Prospera Financial Services
Texas
$24K +$23.1K +270 New
RIM
165
Rockbridge Investment Management
New York
$23.5K – – –
TWC
166
TD Waterhouse Canada
Ontario, Canada
$22.2K – – –
CWM
167
Curi Wealth Management
North Carolina
$20K +$20.2K +236 New
AIA
168
Armor Investment Advisors
North Carolina
$19K – – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
JGIA
170
Jackson Grant Investment Advisers
Connecticut
$14K +$13.6K +159 New
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$12K +$11.4K +134 New
FPS
172
Fieldpoint Private Securities
Connecticut
$11K +$10.7K +125 New
ACA
173
Aptus Capital Advisors
Alabama
$10K +$9.91K +116 New
S
174
SignatureFD
Georgia
$9K – – –
WAM
175
Worth Asset Management
Texas
$4K +$3.85K +45 New
4 5 6
7
8

DHS Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2022, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 12 closed out — a net gain of 12 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Raymond James & Associates, cutting an estimated $5.81M.

  • 176 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2022, up from 166 in Q4 2021.
  • Funds reported $459M of WisdomTree US High Dividend Fund stock for Q1 2022, up 23% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q1 2022 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2022 was LPL Financial, an estimated $13.5M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2022 was Raymond James & Associates, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2022.