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WisdomTree US High Dividend Fund
DHS

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

1% more funds holding

Funds holding: 191 → 193 (+2)

1% more capital invested

Capital invested by funds: $556M → $559M (+$3.21M)

0.49% more ownership

Funds ownership: 50.7% → 51.19% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

22% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 68

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$29.3M
2
FCAS
First Command Advisory Services
Texas
+$5.81M
3
DWM
Dakota Wealth Management
Florida
+$5.18M
4
IWP
Invenio Wealth Partners
Florida
+$3.63M
5
Goldman Sachs
Goldman Sachs
New York
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.8M
2
LPL Financial
LPL Financial
California
-$18.8M
3
Ameriprise
Ameriprise
Minnesota
-$5.8M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.92M
5
FTUS
Flow Traders U.S.
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
176
Glen Eagle Advisors
New Jersey
$35K +$247 +3 +0.7%
TF
177
Tompkins Financial
New York
$34.2K +$32.5K +395 New
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.1K – – –
TWC
179
TD Waterhouse Canada
Ontario, Canada
$23.3K – – –
HNB
180
Huntington National Bank
Ohio
$19.6K – – –
Russell Investments Group
181
Russell Investments Group
United Kingdom
$18.7K – – –
CIAS
182
CBIZ Investment Advisory Services
Ohio
$14.5K +$13.7K +167 New
CAL
183
Capital Analysts LLC
Pennsylvania
$14K +$13.3K +161 New
KWAG
184
Kiely Wealth Advisory Group
North Carolina
$11K – – –
ACA
185
Aptus Capital Advisors
Alabama
$10.9K +$82 +1 +0.8%
PTC
186
Private Trust Company
Ohio
$10.4K – – –
FGAM
187
Financial Gravity Asset Management
Texas
$9.96K -$87.4K -1,062 -90%
RFG
188
REAP Financial Group
Texas
$6.59K -$14.5K -176 -70%
SIS
189
Sound Income Strategies
Florida
$6.59K – – –
CFD
190
Creative Financial Designs
Indiana
$2.95K – – –
SAM
191
Smartleaf Asset Management
Massachusetts
$2.66K +$82 +1 +3%
AssetMark Inc
192
AssetMark Inc
California
$1.04K – – –
RCM
193
Rain Capital Management
Oregon
$346 -$1.24K -15 -79%
GJIA
194
Glass Jacobson Investment Advisors
Maryland
$228 – – –
IA
195
IFG Advisory
Georgia
– -$534K -6,502 Closed
GCP
196
GSA Capital Partners
United Kingdom
– -$326K -3,961 Closed
FFN
197
Focus Financial Network
Minnesota
– -$315K -3,831 Closed
EWA
198
Exencial Wealth Advisors
Oklahoma
– -$204K -2,483 Closed
AWS
199
Atria Wealth Solutions
New York
– -$203K -2,469 Closed
CFB
200
Cullen/Frost Bankers
Texas
– -$116K -1,407 Closed
5 6 7
8
9

DHS Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2024, worth a combined $559M — up 0.58% from $556M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DHS positions and 15 closed out — a net gain of 6 holders — while 53 added to existing stakes and 68 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $29.3M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 193 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $559M of WisdomTree US High Dividend Fund stock for Q1 2024, up 0.58% quarter-over-quarter.
  • 21 funds opened new WisdomTree US High Dividend Fund positions in Q1 2024 and 15 closed out, a net change of +6 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $29.3M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.