WisdomTree US High Dividend Fund
95 hedge funds and large institutions have $317M invested in WisdomTree US High Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $294M → $317M (+$22.7M)
6% more funds holding
Funds holding: 90 → 95 (+5)
0.56% more ownership
Funds ownership: 33.96% → 34.52% (+0.56%)
18% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 33
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.85M |
| 3 |
Morgan Stanley
New York
|
+$3.42M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.78M |
| 2 |
Jane Street
New York
|
-$2.71M |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$2.25M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.6M |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$810K |
DHS Hedge Fund Activity: Q4 2015 in Review
95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2015, worth a combined $317M — up 7.7% from $294M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DHS positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 33 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.49M. The largest seller was Susquehanna International Group, cutting an estimated $2.78M.
- 95 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2015, up from 90 in Q3 2015.
- Funds reported $317M of WisdomTree US High Dividend Fund stock for Q4 2015, up 7.7% quarter-over-quarter.
- 13 funds opened new WisdomTree US High Dividend Fund positions in Q4 2015 and 7 closed out, a net change of +6 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2015 was Commonwealth Equity Services, an estimated $4.49M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2015 was Susquehanna International Group, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2015.