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WisdomTree US High Dividend Fund
DHS

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

2.17% more ownership

Funds ownership: 48.53% → 50.7% (+2.2%)

2% more funds holding

Funds holding: 187 → 191 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $560M → $556M (-$4.25M)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Ameriprise
Ameriprise
Minnesota
+$3.59M
3
FTUS
Flow Traders U.S.
New York
+$2.66M
4
IWP
Invenio Wealth Partners
Florida
+$1.71M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.75M
2
KAS
Kestra Advisory Services
Texas
-$7.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.36M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.76M
5
WA
Win Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
151
Western Pacific Wealth Management
Illinois
$95.3K – – –
AF
152
Allworth Financial
California
$90.4K – – –
BFPW
153
BOK Financial Private Wealth
Colorado
$87.7K – – –
Citigroup
154
Citigroup
New York
$86.5K +$1.17K +15 +1%
AA
155
Ancora Advisors
Ohio
$67.4K +$235 +3 +0.4%
NFSG
156
Newbridge Financial Services Group
Florida
$59.4K – – –
BTI
157
Blue Trust Inc
Georgia
$58K – – –
FCAS
158
First Command Advisory Services
Texas
$53.5K – – –
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$45.5K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$43K – – –
NFA
161
Northwest Financial Advisors
Virginia
$41.7K +$39.7K +508 New
CT
162
Colonial Trust
South Carolina
$41.1K – – –
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K – – –
SL
164
Salomon & Ludwin
Virginia
$40.1K – – –
TFG
165
Team Financial Group
California
$37.3K -$41.3K -528 -54%
PA
166
PSI Advisors
Florida
$34.3K – – –
RIL
167
Rothschild Investment LLC
Illinois
$34.2K +$32.5K +416 New
PS
168
Principal Securities
Iowa
$33.9K +$32.2K +412 New
GEA
169
Glen Eagle Advisors
New Jersey
$33K +$78 +1 +0.3%
CWP
170
Concord Wealth Partners
Virginia
$31.5K – – –
CSC
171
Caldwell Sutter Capital
California
$31.4K +$29.9K +382 New
HNB
172
Huntington National Bank
Ohio
$27.6K – – –
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K – – –
CWC
174
Carolinas Wealth Consulting
North Carolina
$24.7K +$23.5K +300 New
TWC
175
TD Waterhouse Canada
Ontario, Canada
$22K – – –
5 6
7
8 9

DHS Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2023, worth a combined $556M — down 0.76% from $560M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $8.75M.

  • 191 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $556M of WisdomTree US High Dividend Fund stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2023 was Bank of America, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.