WisdomTree US High Dividend Fund
194 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
5% more capital invested
Capital invested by funds: $532M → $560M (+$28.6M)
2.71% more ownership
Funds ownership: 48.58% → 51.28% (+2.7%)
1% more funds holding
Funds holding: 192 → 194 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
19% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$29.3M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$5.81M |
| 3 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$5.18M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$3.63M |
| 5 |
Goldman Sachs
New York
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$18.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.8M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$4.92M |
| 4 |
Morgan Stanley
New York
|
-$2.73M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.28M |
DHS Hedge Fund Activity: Q1 2024 in Review
194 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2024, worth a combined $560M — up 5.4% from $532M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DHS positions and 15 closed out — a net gain of 6 holders — while 54 added to existing stakes and 67 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $29.3M. The largest seller was LPL Financial, cutting an estimated $18.8M.
- 194 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2024, up from 192 in Q4 2023.
- Funds reported $560M of WisdomTree US High Dividend Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
- 21 funds opened new WisdomTree US High Dividend Fund positions in Q1 2024 and 15 closed out, a net change of +6 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $29.3M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2024 was LPL Financial, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2024.