WisdomTree US High Dividend Fund
142 hedge funds and large institutions have $479M invested in WisdomTree US High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 9 closing their positions.
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 122 → 142 (+20)
0.13% less ownership
Funds ownership: 39.5% → 39.38% (-0.13%)
1% less capital invested
Capital invested by funds: $485M → $479M (-$5.58M)
29% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$8.64M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.4M |
| 3 |
Jane Street
New York
|
+$2.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.08M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$22.2M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$6.86M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$3.94M |
| 4 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$3.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.74M |
DHS Hedge Fund Activity: Q4 2017 in Review
142 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2017, worth a combined $479M — down 1.2% from $485M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DHS positions and 9 closed out — a net gain of 20 holders — while 34 added to existing stakes and 48 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $8.64M. The largest seller was Daido Life Insurance Company, cutting an estimated $22.2M.
- 142 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2017, up from 122 in Q3 2017.
- Funds reported $479M of WisdomTree US High Dividend Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
- 29 funds opened new WisdomTree US High Dividend Fund positions in Q4 2017 and 9 closed out, a net change of +20 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2017 was AssetMark Inc, an estimated $8.64M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2017 was Daido Life Insurance Company, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2017.