WisdomTree US High Dividend Fund
175 hedge funds and large institutions have $571M invested in WisdomTree US High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 46
1.04% more ownership
Funds ownership: 49.29% → 50.32% (+1%)
4% more capital invested
Capital invested by funds: $550M → $571M (+$21.4M)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 178 → 175 (-3)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$47.8M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$12.9M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$8.54M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Ledge Wealth Management
Sartell,
Minnesota
|
-$9.81M |
| 2 |
Jane Street
New York
|
-$6.64M |
| 3 |
Morgan Stanley
New York
|
-$5.43M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.53M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.65M |
DHS Hedge Fund Activity: Q3 2022 in Review
175 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2022, worth a combined $571M — up 3.9% from $550M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DHS and 19 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 66 added.
The largest buyer was LPL Financial, adding an estimated $47.8M. The largest seller was Ledge Wealth Management, exiting entirely with an estimated $9.81M sold.
- 175 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2022, down from 178 in Q2 2022.
- Funds reported $571M of WisdomTree US High Dividend Fund stock for Q3 2022, up 3.9% quarter-over-quarter.
- 19 funds opened new WisdomTree US High Dividend Fund positions in Q3 2022 and 21 closed out, a net change of -2 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2022 was LPL Financial, an estimated $47.8M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2022 was Ledge Wealth Management, an estimated $9.81M sold.
Based on aggregated 13F filings for Q3 2022.