WisdomTree US High Dividend Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.42M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.16M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$5.98M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.61M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.64M |
| 5 |
Goldman Sachs
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
201
Gradient Investments
Arden Hills,
Minnesota
| $677 | +$677 | +8 | New |
|
|
RCM
202
Rain Capital Management
Lake Oswego,
Oregon
| $344 | – | – | – |
|
|
GJIA
203
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $225 | – | – | – |
|
|
RA
204
RFG Advisory
Birmingham,
Alabama
| – | -$699K | -8,067 | Closed |
|
|
FTUS
205
Flow Traders U.S.
New York
| – | -$549K | -6,335 | Closed |
|
|
CA
206
Claro Advisors
Boston,
Massachusetts
| – | -$500K | -5,774 | Closed |
|
207
D.E. Shaw & Co
New York
| – | -$379K | -4,372 | Closed |
|
|
EH
208
Equitable Holdings
New York
| – | -$305K | -3,525 | Closed |
|
|
SAW
209
Signal Advisors Wealth
Detroit,
Michigan
| – | -$250K | -2,887 | Closed |
|
|
GS
210
GTS Securities
New York
| – | -$247K | -2,853 | Closed |
|
|
MWM
211
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$247K | -2,850 | Closed |
|
|
BSW
212
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$204K | -2,352 | Closed |
|
|
CAL
213
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$14K | -161 | Closed |
|
|
ACA
214
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$10.9K | -126 | Closed |
|
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.