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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
RIA
176
Realta Investment Advisors
Delaware
$43.4K – – –
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K – – –
PA
178
PSI Advisors
Florida
$41.5K -$502K -5,935 -92%
MRCM
179
M&R Capital Management
New Jersey
$40.3K +$39.6K +468 New
PA
180
Parallel Advisors
California
$35K +$27.8K +328 +421%
GEA
181
Glen Eagle Advisors
New Jersey
$34.4K – – –
CWP
182
Concord Wealth Partners
Virginia
$33K +$32.4K +383 New
BTI
183
Blue Trust Inc
Georgia
$31K +$35K +413 New
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K -$5.08K -60 -15%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$23.4K – – –
DWP
186
Destiny Wealth Partners
Florida
$20.5K +$20.1K +238 New
S
187
SignatureFD
Georgia
$16.5K +$16.3K +192 New
EWM
188
EPG Wealth Management
Georgia
$11K -$49.2K -581 -82%
CAL
189
Capital Analysts LLC
Pennsylvania
$11K – – –
ACA
190
Aptus Capital Advisors
Alabama
$10.2K +$85 +1 +0.8%
HI
191
Harbour Investments
Wisconsin
$8.67K +$8.55K +101 New
FHA
192
First Horizon Advisors
Tennessee
$8.26K – – –
SIS
193
Sound Income Strategies
Florida
$6.54K +$6.43K +76 New
PAG
194
Private Advisor Group
New Jersey
$6.31K +$2.53M +29,855 +69%
BWM
195
Baystate Wealth Management
Massachusetts
$5K +$5.33K +63 New
AssetMark Inc
196
AssetMark Inc
California
$2.15K – – –
BC
197
Bartlett & Co
Ohio
$2K +$1.69K +20 New
BCWM
198
Bartlett & Co Wealth Management
Ohio
$1.72K +$1.69K +20 New
RCM
199
Rain Capital Management
Oregon
$1.56K – – –
SIC
200
Salem Investment Counselors
North Carolina
$86 +$85 +1 New
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.