WisdomTree US High Dividend Fund
173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.
236% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $373M → $449M (+$75.8M)
17% more funds holding
Funds holding: 148 → 173 (+25)
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
12.12% more ownership
Funds ownership: 38.5% → 50.62% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$76M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$9.1M |
| 3 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$4.7M |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$1.61M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.12M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.07M |
| 4 |
Goldman Sachs
New York
|
-$1.04M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$945K |
DHS Hedge Fund Activity: Q4 2019 in Review
173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2019, worth a combined $449M — up 20% from $373M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DHS positions and 11 closed out — a net gain of 26 holders — while 46 added to existing stakes and 40 trimmed.
The largest buyer was M&T Bank, adding an estimated $76M. The largest seller was Royal Bank of Canada, cutting an estimated $4.12M.
- 173 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2019, up from 148 in Q3 2019.
- Funds reported $449M of WisdomTree US High Dividend Fund stock for Q4 2019, up 20% quarter-over-quarter.
- 37 funds opened new WisdomTree US High Dividend Fund positions in Q4 2019 and 11 closed out, a net change of +26 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q4 2019 was M&T Bank, an estimated $76M added.
- The largest WisdomTree US High Dividend Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2019.