WisdomTree US High Dividend Fund
187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
3% more funds holding
Funds holding: 182 → 187 (+5)
1% more capital invested
Capital invested by funds: $554M → $560M (+$6.64M)
0.7% more ownership
Funds ownership: 47.83% → 48.53% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.07M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.54M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$4.49M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.9M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$3.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.92M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.81M |
DHS Hedge Fund Activity: Q3 2023 in Review
187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2023, worth a combined $560M — up 1.2% from $554M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DHS positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 65 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $11.9M.
- 187 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2023, up from 182 in Q2 2023.
- Funds reported $560M of WisdomTree US High Dividend Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
- 19 funds opened new WisdomTree US High Dividend Fund positions in Q3 2023 and 11 closed out, a net change of +8 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2023 was Wells Fargo, an estimated $10.3M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2023 was Morgan Stanley, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2023.