WisdomTree US High Dividend Fund
94 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
22% more capital invested
Capital invested by funds: $304M → $372M (+$67.6M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% more funds holding
Funds holding: 87 → 94 (+7)
1.42% more ownership
Funds ownership: 33.5% → 34.92% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.62M |
| 2 |
SFT
Simmons First Trust
Pine Bluff,
Arkansas
|
+$6.65M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.27M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
+$6.26M |
| 5 |
Goldman Sachs
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.09M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$473K |
| 4 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
|
-$367K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$319K |
DHS Hedge Fund Activity: Q4 2014 in Review
94 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2014, worth a combined $372M — up 22% from $304M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DHS positions and 5 closed out — a net gain of 12 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.13M.
- 94 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2014, up from 87 in Q3 2014.
- Funds reported $372M of WisdomTree US High Dividend Fund stock for Q4 2014, up 22% quarter-over-quarter.
- 17 funds opened new WisdomTree US High Dividend Fund positions in Q4 2014 and 5 closed out, a net change of +12 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2014 was Morgan Stanley, an estimated $7.62M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2014 was Susquehanna International Group, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2014.