WisdomTree US High Dividend Fund
148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.
3% more capital invested
Capital invested by funds: $301M → $309M (+$7.75M)
0.03% more ownership
Funds ownership: 42.21% → 42.23% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 151 → 148 (-3)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
26% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$2.07M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$995K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$957K |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$813K |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$5.8M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$2.43M |
| 3 |
Jane Street
New York
|
-$2.38M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.14M |
| 5 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$1.48M |
DHS Hedge Fund Activity: Q2 2020 in Review
148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2020, worth a combined $309M — up 2.6% from $301M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DHS and 9 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 42 added.
The largest buyer was Colony Group, adding an estimated $2.07M. The largest seller was Linscomb Wealth, cutting an estimated $5.8M.
- 148 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2020, down from 151 in Q1 2020.
- Funds reported $309M of WisdomTree US High Dividend Fund stock for Q2 2020, up 2.6% quarter-over-quarter.
- 9 funds opened new WisdomTree US High Dividend Fund positions in Q2 2020 and 12 closed out, a net change of -3 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2020 was Colony Group, an estimated $2.07M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2020 was Linscomb Wealth, an estimated $5.8M sold.
Based on aggregated 13F filings for Q2 2020.