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WisdomTree US High Dividend Fund
DHS

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $571M → $1.16B (+$589M)

88% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 175 → 200 (+25)

2.25% more ownership

Funds ownership: 50.32% → 52.58% (+2.3%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.7M
2
OCM
One Capital Management
California
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
4
Truist Financial
Truist Financial
North Carolina
+$11.2M
5
Morgan Stanley
Morgan Stanley
New York
+$10.4M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$23.7M
2
CB
Commerce Bank
Missouri
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
4
Ameriprise
Ameriprise
Minnesota
-$1.12M
5
KW
KWB Wealth
California
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$393M – – –
LPL Financial
2
LPL Financial
California
$123M +$15.7M +185,264 +15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$82.5M -$420K -4,966 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$52.2M +$10.4M +122,323 +25%
Bank of America
5
Bank of America
North Carolina
$48.7M +$8.33M +98,412 +21%
LW
6
Linscomb Wealth
Texas
$41.3M +$3.67M +43,362 +10%
Wells Fargo
7
Wells Fargo
California
$36.3M +$7.06M +83,369 +25%
OCM
8
One Capital Management
California
$28.2M +$12.7M +149,851 +84%
CAN
9
Cetera Advisor Networks
California
$24.4M +$1.26M +14,913 +6%
MLA
10
MB, Levis & Associates
Pennsylvania
$17.8M +$17.5M +206,364 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$17M +$11.3M +133,189 +207%
Truist Financial
12
Truist Financial
North Carolina
$14.9M +$11.2M +131,947 +316%
KAS
13
Kestra Advisory Services
Texas
$14.3M +$7.42M +87,637 +112%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$12.9M – – –
WWM
15
WJ Wealth Management
Arizona
$12.5M +$452K +5,341 +4%
Ameriprise
16
Ameriprise
Minnesota
$11.9M -$1.12M -13,243 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.8M +$30.2K +357 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.3M +$4.06M +48,001 +58%
UBS Group
19
UBS Group
Switzerland
$10.5M +$222K +2,623 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.24M +$2.08M +24,522 +30%
PP
21
Prudential plc
United Kingdom
$8.48M -$374K -4,420 -4%
EAM
22
Evanson Asset Management
California
$8.28M -$282K -3,330 -3%
Mariner
23
Mariner
Kansas
$6.77M +$2.44M +28,822 +58%
LWM
24
Ledge Wealth Management
Minnesota
$6.12M +$6.02M +71,148 New
CA
25
Cetera Advisors
Colorado
$6.11M +$231K +2,729 +4%
1
2 3 4 5

DHS Hedge Fund Activity: Q4 2022 in Review

200 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2022, worth a combined $1.16B — up 103% from $571M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHS positions and 10 closed out — a net gain of 29 holders — while 75 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Clearwater Capital Advisors, cutting an estimated $23.7M.

  • 200 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.16B of WisdomTree US High Dividend Fund stock for Q4 2022, up 103% quarter-over-quarter.
  • 39 funds opened new WisdomTree US High Dividend Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2022 was LPL Financial, an estimated $15.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2022.