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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $571M → $1.16B (+$589M)

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 175 → 200 (+25)

2.25% more ownership

Funds ownership: 50.32% → 52.58% (+2.3%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.7M
2
OCM
One Capital Management
California
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
4
Truist Financial
Truist Financial
North Carolina
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$23.7M
2
CB
Commerce Bank
Missouri
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.12M
5
KW
KWB Wealth
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
151
Lindbrook Capital
California
$190K – – –
GWM
152
Geneos Wealth Management
Colorado
$167K +$62.7K +741 +62%
SPIA
153
Steward Partners Investment Advisory
New York
$163K – – –
CFO
154
CVA Family Office
Colorado
$161K +$1.61K +19 +1%
AWM
155
Avior Wealth Management
Nebraska
$158K – – –
BFPW
156
BOK Financial Private Wealth
Colorado
$155K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$155K – – –
EI
158
Ellevest Inc
New York
$119K +$117K +1,378 New
First Manhattan
159
First Manhattan
New York
$112K – – –
QCG
160
Quadrant Capital Group
Ohio
$111K – – –
GJIA
161
Glass Jacobson Investment Advisors
Maryland
$110K +$109K +1,283 New
WPWM
162
Western Pacific Wealth Management
Illinois
$99.8K – – –
BAM
163
Belpointe Asset Management
Nevada
$93.7K +$92.2K +1,089 New
AA
164
Ancora Advisors
Ohio
$83K +$169 +2 +0.2%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$82.6K +$81.2K +960 New
Citigroup
166
Citigroup
New York
$81.8K – – –
CTC
167
Central Trust Company
Missouri
$78.2K -$17.6K -208 -19%
NA
168
NewEdge Advisors
Louisiana
$62.7K +$61.7K +729 New
NFSG
169
Newbridge Financial Services Group
Florida
$62.2K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$52.2K – – –
SBL
171
Sargent Bickham Lagudis
Colorado
$50K – – –
FCB
172
First Command Bank
Texas
$49K – – –
FCFS
173
First Command Financial Services
Texas
$49K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$45K – – –
WAM
175
Worth Asset Management
Texas
$43.8K +$39.8K +470 +1,205%
5 6
7
8 9

DHS Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2022, worth a combined $1.16B — up 103% from $571M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHS positions and 10 closed out — a net gain of 29 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $23.7M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.16B of WisdomTree US High Dividend Fund stock for Q4 2022, up 103% quarter-over-quarter.
  • 39 funds opened new WisdomTree US High Dividend Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2022 was LPL Financial, an estimated $15.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2022.