WisdomTree US High Dividend Fund
117 hedge funds and large institutions have $468M invested in WisdomTree US High Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
6% more capital invested
Capital invested by funds: $439M → $468M (+$28.5M)
5% more funds holding
Funds holding: 111 → 117 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.82% less ownership
Funds ownership: 36.87% → 36.05% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
| 2 |
Jane Street
New York
|
+$4.57M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$1.85M |
| 2 |
LCM
LVM Capital Management
Portage,
Michigan
|
-$1.68M |
| 3 |
JP Morgan Chase
New York
|
-$1.57M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
-$897K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$870K |
DHS Hedge Fund Activity: Q3 2016 in Review
117 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2016, worth a combined $468M — up 6.5% from $439M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DHS positions and 9 closed out — a net gain of 7 holders — while 42 added to existing stakes and 35 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $12.4M. The largest seller was Camarda Financial Advisors, cutting an estimated $1.85M.
- 117 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2016, up from 111 in Q2 2016.
- Funds reported $468M of WisdomTree US High Dividend Fund stock for Q3 2016, up 6.5% quarter-over-quarter.
- 16 funds opened new WisdomTree US High Dividend Fund positions in Q3 2016 and 9 closed out, a net change of +7 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2016 was Citadel Advisors, an estimated $12.4M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2016 was Camarda Financial Advisors, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2016.