WisdomTree US High Dividend Fund
111 hedge funds and large institutions have $439M invested in WisdomTree US High Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 9 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 23
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
17% more capital invested
Capital invested by funds: $376M → $439M (+$63.2M)
7% more funds holding
Funds holding: 104 → 111 (+7)
0.2% more ownership
Funds ownership: 36.67% → 36.87% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$17.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.26M |
| 3 |
Morgan Stanley
New York
|
+$6.62M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.36M |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$2.26M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$6.81M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.73M |
| 3 |
Goldman Sachs
New York
|
-$2.7M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.58M |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.91M |
DHS Hedge Fund Activity: Q2 2016 in Review
111 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2016, worth a combined $439M — up 17% from $376M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DHS positions and 9 closed out — a net gain of 8 holders — while 45 added to existing stakes and 23 trimmed.
The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $17.8M. The largest seller was LPL Financial, cutting an estimated $6.81M.
- 111 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2016, up from 104 in Q1 2016.
- Funds reported $439M of WisdomTree US High Dividend Fund stock for Q2 2016, up 17% quarter-over-quarter.
- 17 funds opened new WisdomTree US High Dividend Fund positions in Q2 2016 and 9 closed out, a net change of +8 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2016 was Psagot Value Holdings, an estimated $17.8M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2016 was LPL Financial, an estimated $6.81M sold.
Based on aggregated 13F filings for Q2 2016.