WisdomTree US High Dividend Fund
151 hedge funds and large institutions have $301M invested in WisdomTree US High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 30 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 51
8.41% less ownership
Funds ownership: 50.62% → 42.21% (-8.4%)
13% less funds holding
Funds holding: 173 → 151 (-22)
33% less capital invested
Capital invested by funds: $449M → $301M (-$148M)
63% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.58M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.15M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$42M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$5.22M |
| 3 |
Morgan Stanley
New York
|
-$3.14M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.71M |
| 5 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$1.39M |
DHS Hedge Fund Activity: Q1 2020 in Review
151 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2020, worth a combined $301M — down 33% from $449M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DHS and 11 opened new positions — a net loss of 19 holders — while 51 trimmed existing stakes and 49 added.
The largest buyer was Jane Street, adding an estimated $1.98M. The largest seller was M&T Bank, exiting entirely with an estimated $42M sold.
- 151 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2020, down from 173 in Q4 2019.
- Funds reported $301M of WisdomTree US High Dividend Fund stock for Q1 2020, down 33% quarter-over-quarter.
- 11 funds opened new WisdomTree US High Dividend Fund positions in Q1 2020 and 30 closed out, a net change of -19 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2020 was Jane Street, an estimated $1.98M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2020 was M&T Bank, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2020.