WisdomTree US High Dividend Fund
182 hedge funds and large institutions have $555M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 76 reducing their positions, and 26 closing their positions.
1.96% less ownership
Funds ownership: 49.83% → 47.88% (-2%)
9% less funds holding
Funds holding: 201 → 182 (-19)
18% less capital invested
Capital invested by funds: $672M → $555M (-$118M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
42% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 76
65% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $524K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.33M |
| 2 |
Goldman Sachs
New York
|
+$2.83M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.12M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.1M |
| 5 |
JP Morgan Chase
New York
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$26M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.73M |
| 3 |
Morgan Stanley
New York
|
-$8.48M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.34M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$7.61M |
DHS Hedge Fund Activity: Q2 2023 in Review
182 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2023, worth a combined $555M — down 18% from $672M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of DHS and 9 opened new positions — a net loss of 17 holders — while 76 trimmed existing stakes and 44 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.33M. The largest seller was One Capital Management, exiting entirely with an estimated $26M sold.
- 182 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2023, down from 201 in Q1 2023.
- Funds reported $555M of WisdomTree US High Dividend Fund stock for Q2 2023, down 18% quarter-over-quarter.
- 9 funds opened new WisdomTree US High Dividend Fund positions in Q2 2023 and 26 closed out, a net change of -17 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $4.33M added.
- The largest WisdomTree US High Dividend Fund seller in Q2 2023 was One Capital Management, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2023.