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WisdomTree US High Dividend Fund
DHS

203 hedge funds and large institutions have $512M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

5% more funds holding

Funds holding: 193 → 203 (+10)

2.79% less ownership

Funds ownership: 51.19% → 48.39% (-2.8%)

8% less capital invested

Capital invested by funds: $559M → $512M (-$47.4M)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
50
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.16M
2
Wells Fargo
Wells Fargo
California
+$2.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.42M
4
NA
NewEdge Advisors
Louisiana
+$2.16M
5
PAG
Private Advisor Group
New Jersey
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
FCAS
First Command Advisory Services
Texas
-$5.98M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.61M
3
LPL Financial
LPL Financial
California
-$4.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.64M
5
Goldman Sachs
Goldman Sachs
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$102K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$99K +$98.3K +1,161 New
WPWM
153
Western Pacific Wealth Management
Illinois
$98.1K – – –
CA
154
Clearstead Advisors
Ohio
$98K +$98.1K +1,159 New
CA
155
CoreCap Advisors
Michigan
$91.1K – – –
TCM
156
TruNorth Capital Management
Michigan
$90.7K – – –
BFPW
157
BOK Financial Private Wealth
Colorado
$90.3K – – –
Citigroup
158
Citigroup
New York
$89K – – –
IA
159
IFP Advisors
Florida
$85.3K – – –
IBOK
160
Independence Bank of Kentucky
Kentucky
$84.6K – – –
SP
161
SWS Partners
Ohio
$80.1K +$80.1K +946 New
LI
162
LRI Investments
Florida
$74.9K – – –
BTI
163
Blue Trust Inc
Georgia
$70.7K – – –
AA
164
Ancora Advisors
Ohio
$69.7K +$169 +2 +0.2%
MSWM
165
Mowery & Schoenfeld Wealth Management
Illinois
$62.6K +$62.6K +740 New
PPWM
166
PFG Private Wealth Management
Florida
$59.2K +$59.2K +700 New
FCAS
167
First Command Advisory Services
Texas
$54.1K -$5.98M -70,629 -99%
NFSG
168
Newbridge Financial Services Group
Florida
$47.4K – – –
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$46.9K – – –
SL
170
Salomon & Ludwin
Virginia
$43.5K – – –
CT
171
Colonial Trust
South Carolina
$42.3K – – –
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K – – –
KFI
173
Key Financial Inc
Pennsylvania
$39.8K +$39.8K +470 New
OWA
174
Opal Wealth Advisors
New York
$38.6K – – –
PA
175
PSI Advisors
Florida
$35.3K – – –
5 6
7
8 9

DHS Hedge Fund Activity: Q2 2024 in Review

203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2024, worth a combined $512M — down 8.5% from $559M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $6.16M. The largest seller was First Command Advisory Services, cutting an estimated $5.98M.

  • 203 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2024, up from 193 in Q1 2024.
  • Funds reported $512M of WisdomTree US High Dividend Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2024 was Focus Partners Wealth, an estimated $6.16M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2024 was First Command Advisory Services, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2024.