WisdomTree US High Dividend Fund
126 hedge funds and large institutions have $486M invested in WisdomTree US High Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more funds holding
Funds holding: 117 → 126 (+9)
1.72% more ownership
Funds ownership: 36.05% → 37.77% (+1.7%)
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
4% more capital invested
Capital invested by funds: $468M → $486M (+$17.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$9.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.59M |
| 4 |
LCM
LVM Capital Management
Portage,
Michigan
|
+$1.75M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$21.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.96M |
| 4 |
Jane Street
New York
|
-$5.34M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.88M |
DHS Hedge Fund Activity: Q4 2016 in Review
126 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2016, worth a combined $486M — up 3.8% from $468M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DHS positions and 10 closed out — a net gain of 11 holders — while 41 added to existing stakes and 39 trimmed.
The largest buyer was Fukoku Mutual Life Insurance, opening a new position worth an estimated $9.84M. The largest seller was Eastern Bank, cutting an estimated $21.7M.
- 126 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2016, up from 117 in Q3 2016.
- Funds reported $486M of WisdomTree US High Dividend Fund stock for Q4 2016, up 3.8% quarter-over-quarter.
- 21 funds opened new WisdomTree US High Dividend Fund positions in Q4 2016 and 10 closed out, a net change of +11 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2016 was Fukoku Mutual Life Insurance, an estimated $9.84M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2016 was Eastern Bank, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2016.