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WisdomTree US High Dividend Fund
DHS

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

2.17% more ownership

Funds ownership: 48.53% → 50.7% (+2.2%)

2% more funds holding

Funds holding: 187 → 191 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $560M → $556M (-$4.25M)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Ameriprise
Ameriprise
Minnesota
+$3.59M
3
FTUS
Flow Traders U.S.
New York
+$2.66M
4
IWP
Invenio Wealth Partners
Florida
+$1.71M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.75M
2
KAS
Kestra Advisory Services
Texas
-$7.42M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.36M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.76M
5
WA
Win Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84.6M -$5.76M -73,593 -7%
LPL Financial
2
LPL Financial
California
$58.4M -$3.76M -48,127 -6%
Morgan Stanley
3
Morgan Stanley
New York
$48M +$12.7M +162,915 +39%
Wells Fargo
4
Wells Fargo
California
$32.8M -$3.55M -45,385 -10%
LW
5
Linscomb Wealth
Texas
$30.4M -$1.64M -20,917 -5%
Bank of America
6
Bank of America
North Carolina
$28M -$8.75M -111,862 -25%
CAN
7
Cetera Advisor Networks
California
$21.5M -$379K -4,847 -2%
MLA
8
MB, Levis & Associates
Pennsylvania
$13.5M +$35.6K +455 +0.3%
IWP
9
Invenio Wealth Partners
Florida
$12.7M +$1.71M +21,853 +17%
Ameriprise
10
Ameriprise
Minnesota
$11.7M +$3.59M +45,942 +47%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$11.4M +$10.8M +138,614 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.6M -$3.28M -41,876 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.11M -$3.24M -41,434 -30%
CA
14
Cetera Advisors
Colorado
$8.03M +$853K +10,909 +13%
UBS Group
15
UBS Group
Switzerland
$7.88M -$665K -8,506 -8%
EAM
16
Evanson Asset Management
California
$7.23M -$584K -7,461 -8%
Mariner
17
Mariner
Kansas
$6.82M -$69.1K -884 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.11M +$729K +9,316 +14%
PWP
19
Precedent Wealth Partners
Texas
$5.85M +$5.56M +71,150 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.12M -$420K -5,372 -8%
LWM
21
Ledge Wealth Management
Minnesota
$5.04M +$12.1K +155 +0.3%
RJA
22
Raymond James & Associates
Florida
$4.66M -$134K -1,711 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.29M -$1.38M -17,676 -25%
LCM
24
LVM Capital Management
Michigan
$3.87M -$197K -2,525 -5%
Goldman Sachs
25
Goldman Sachs
New York
$3.71M +$291K +3,720 +9%
1
2 3 4 5

DHS Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2023, worth a combined $556M — down 0.76% from $560M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DHS positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $8.75M.

  • 191 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $556M of WisdomTree US High Dividend Fund stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 24 funds opened new WisdomTree US High Dividend Fund positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2023 was Bank of America, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2023.