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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
AssetMark Inc
176
AssetMark Inc
California
$2K – – –
BHWA
177
Beacon Harbor Wealth Advisors
Virginia
– -$5.61M -67,913 Closed
B
178
Bridgeworth
Alabama
– -$289K -3,501 Closed
IFG
179
Investors Financial Group
Minnesota
– -$282K -3,422 Closed
FPOC
180
Financial Planners of Cleveland
Ohio
– -$255K -2,985 Closed
FFN
181
Focus Financial Network
Minnesota
– -$217K -2,625 Closed
SFPG
182
Stonebridge Financial Planning Group
Florida
– -$110K -1,300 Closed
MIM
183
MTM Investment Management
South Carolina
– -$56K -676 Closed
EVM
184
Eaton Vance Management
Massachusetts
– -$36K -441 Closed
AIM
185
Arcadia Investment Management
Michigan
– -$33K -400 Closed
AIC
186
Archer Investment Corporation
Indiana
– -$24.8K -300 Closed
AA
187
AlphaMark Advisors
Kentucky
– -$8K -100 Closed
CA
188
Cornerstone Advisory
Maryland
– -$3K -41 Closed
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.