WisdomTree US High Dividend Fund
121 hedge funds and large institutions have $472M invested in WisdomTree US High Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 11 closing their positions.
0.46% more ownership
Funds ownership: 37.91% → 38.37% (+0.46%)
1% less capital invested
Capital invested by funds: $479M → $472M (-$6.78M)
2% less funds holding
Funds holding: 124 → 121 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
36% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 45
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.21M |
| 2 |
Jane Street
New York
|
+$1.93M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.38M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$977K |
| 5 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$736K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.33M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.94M |
| 3 |
Morgan Stanley
New York
|
-$1.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
DHS Hedge Fund Activity: Q2 2017 in Review
121 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2017, worth a combined $472M — down 1.4% from $479M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DHS and 9 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 29 added.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.21M. The largest seller was Susquehanna International Group, cutting an estimated $2.33M.
- 121 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2017, down from 124 in Q1 2017.
- Funds reported $472M of WisdomTree US High Dividend Fund stock for Q2 2017, down 1.4% quarter-over-quarter.
- 9 funds opened new WisdomTree US High Dividend Fund positions in Q2 2017 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2017 was MML Investors Services, an estimated $2.21M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2017 was Susquehanna International Group, an estimated $2.33M sold.
Based on aggregated 13F filings for Q2 2017.