WisdomTree US High Dividend Fund
178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 37
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
20% more capital invested
Capital invested by funds: $459M → $550M (+$90.9M)
4.18% more ownership
Funds ownership: 45.1% → 49.29% (+4.2%)
1% more funds holding
Funds holding: 176 → 178 (+2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$28.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
| 3 |
Morgan Stanley
New York
|
+$14.9M |
| 4 |
Jane Street
New York
|
+$7.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$3.72M |
| 2 |
TWP
Transparent Wealth Partners
Little Rock,
Arkansas
|
-$3.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$780K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$741K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$601K |
DHS Hedge Fund Activity: Q2 2022 in Review
178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2022, worth a combined $550M — up 20% from $459M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DHS positions and 18 closed out — a net gain of 4 holders — while 73 added to existing stakes and 37 trimmed.
The largest buyer was LPL Financial, adding an estimated $28.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $3.72M.
- 178 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2022, up from 176 in Q1 2022.
- Funds reported $550M of WisdomTree US High Dividend Fund stock for Q2 2022, up 20% quarter-over-quarter.
- 22 funds opened new WisdomTree US High Dividend Fund positions in Q2 2022 and 18 closed out, a net change of +4 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2022 was LPL Financial, an estimated $28.7M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2022 was Clearwater Capital Advisors, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2022.