WisdomTree US High Dividend Fund
201 hedge funds and large institutions have $672M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 22 closing their positions.
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
0% more funds holding
Funds holding: 201 → 201 (0)
3% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 64
2.79% less ownership
Funds ownership: 52.62% → 49.83% (-2.8%)
12% less capital invested
Capital invested by funds: $768M → $672M (-$95.7M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$6.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.15M |
| 3 |
Morgan Stanley
New York
|
+$5.89M |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$4.53M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$53.4M |
| 2 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$12.9M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$12M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.43M |
| 5 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$3.95M |
DHS Hedge Fund Activity: Q1 2023 in Review
201 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2023, worth a combined $672M — down 12% from $768M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DHS positions and 22 closed out — a net gain of 5 holders — while 62 added to existing stakes and 64 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $6.7M. The largest seller was LPL Financial, cutting an estimated $53.4M.
- 201 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $672M of WisdomTree US High Dividend Fund stock for Q1 2023, down 12% quarter-over-quarter.
- 27 funds opened new WisdomTree US High Dividend Fund positions in Q1 2023 and 22 closed out, a net change of +5 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2023 was Flow Traders U.S., an estimated $6.7M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2023 was LPL Financial, an estimated $53.4M sold.
Based on aggregated 13F filings for Q1 2023.