WisdomTree US High Dividend Fund
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$12.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$11.2M |
| 5 |
Morgan Stanley
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$23.7M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$1.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.12M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$521K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
201
Citadel Advisors
Miami,
Florida
| – | -$1.57M | -20,667 | Closed |
|
|
JAG
202
Journey Advisory Group
Covington,
Kentucky
| – | -$426K | -5,624 | Closed |
|
|
GWSG
203
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$381K | -5,022 | Closed |
|
|
BFP
204
Briaud Financial Planning
College Station,
Texas
| – | -$264K | -3,100 | Closed |
|
205
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$235 | -2,702 | Closed |
|
|
MA
206
MUFG Americas
New York
| – | -$178K | -2,354 | Closed |
|
|
WB
207
West Bancorporation
West Des Moines,
Iowa
| – | -$57K | -750 | Closed |
|
|
AIA
208
Armor Investment Advisors
Raleigh,
North Carolina
| – | -$16K | -215 | Closed |
|
|
JGIA
209
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$12K | -161 | Closed |
|
|
ADL
210
Asset Dedication LLC
San Francisco,
California
| – | -$4K | -53 | Closed |
|
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.