WisdomTree US High Dividend Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.59M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.66M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$1.71M |
| 5 |
Bank of New York Mellon
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.75M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.42M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.36M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.76M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$4.35M |
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.